Salesforce Business Analyst

Job Title: Salesforce Expert Business Analyst

Location: New York, NY (Onsite – Client Location)
Employment Type: Full-Time
Duration: Long Term

Job Summary

We are seeking an experienced Salesforce Expert Business Analyst with strong functional knowledge of Salesforce Sales Cloud, Service Cloud, Experience Cloud, and Salesforce Flows. The candidate will be responsible for requirements gathering, user story creation, process documentation, UAT coordination, data mapping, reporting, and stakeholder management in an onsite client environment.

Key Responsibilities

• Gather and analyze business requirements and convert them into user stories, functional specifications, and acceptance criteria.

• Perform business process analysis, create As-Is / To-Be workflows, and document system integrations.

• Manage product backlog grooming, sprint planning, and refinement using JIRA and Confluence.

• Work closely with Salesforce developers and architects to ensure accurate solution delivery.

• Provide functional expertise in Sales Cloud, Service Cloud, Experience Cloud, Salesforce Flows, Approval Processes, and automation.

• Support UAT planning, execution, defect tracking, and resolution.

• Coordinate release readiness and support Salesforce deployments.

• Create and deliver end-user training and documentation.

• Assist with data mapping, data migration, validation, and reconciliation using Salesforce Data Loader.

• Define and support Salesforce reports and dashboards for pipeline and operational reporting.

• Participate in Agile/Scrum ceremonies including sprint planning, daily stand-ups, demos, and retrospectives.

• Act as liaison between business stakeholders and technical teams.

Required Skills

• 8–10 years of Business Analyst experience.

• 5+ years of hands-on Salesforce Business Analyst experience.

• Strong experience with:

  • Salesforce Sales Cloud

  • Salesforce Service Cloud

  • Salesforce Flows

  • Salesforce Approval Processes

  • Experience Cloud (Communities)

• Strong knowledge of:

  • Requirements gathering

  • User stories & acceptance criteria

  • Process mapping & documentation

  • UAT coordination

  • Defect management

• Tools: JIRA, Confluence, MS Visio, Lucidchart

• Understanding of Salesforce security model, profiles, permission sets, roles, and sharing rules.

• Experience with data migration, Data Loader, and data validation.

• Basic understanding of Salesforce integrations, APIs, REST/SOAP concepts.

• Excellent communication and stakeholder management skills.

Preferred Qualifications

• Salesforce Administrator Certification (Required).

• Salesforce Sales Cloud Consultant Certification (Preferred).

• Salesforce Service Cloud Consultant Certification (Preferred).

• Experience working in multi-org Salesforce environments.

• Exposure to portfolio management, deal lifecycle automation, or enterprise CRM implementations.