Duties / Day-to-Day Responsibilities
• Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud, and related CRM initiatives.
• Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), user stories, and user acceptance criteria in collaboration with Product and Engineering teams.
• Build user journeys, process flows, data flows, and system diagrams to visualize and communicate business processes and solution designs.
• Support Salesforce administrative activities including configuration validation, field-level analysis, page layout reviews, and understanding impacts to roles, profiles, and permissions.
• Assist with backlog management and grooming, ensuring clear prioritization and alignment with business goals.
• Collaborate with Engineering, Salesforce Admins, and QA teams during development and UAT to validate that solutions meet business expectations and Salesforce best practices.
• Maintain accurate and up-to-date documentation using Confluence, and track development progress using Jira.
• Create and deliver PowerPoint presentations and Smartsheet reports to summarize project progress, key findings, risks, and recommendations for leadership.
• Serve as a subject matter expert on Salesforce capabilities, configuration impacts, and data flows, identifying opportunities to optimize business processes and system usage.
• Support change management, end-user training, release notes, and documentation as part of new feature rollouts and enhancements.
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Qualifications
• 3–5 years of hands-on experience as a Business Systems Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
• Salesforce Administrator experience, including hands-on exposure to configuration such as fields, page layouts, validation rules, reports, dashboards, and basic security model concepts (profiles, permission sets, roles).
• Strong proficiency in Jira and Confluence for requirements tracking and documentation.
• Proven experience creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
• Demonstrated ability to build user journeys, workflows, and diagrams using tools such as Lucidchart, Visio, or Miro.
• Strong communication, presentation, and documentation skills, with the ability to clearly convey complex information to both technical and non-technical audiences.
• Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
• Working knowledge of the Salesforce platform, data model, automation tools (Flows), and integration patterns.
• Salesforce Administrator certification is a plus, but not required.
Top Requirements (Must Haves)
Salesforce & Technical Skills
• Experience with Salesforce Sales Cloud and Marketing Cloud
• Salesforce Admin experience (configuration awareness and hands-on validation)
• Experience creating BRDs and PRDs
• Skilled in Lucidchart, Miro, or Visio for process flows and journey mapping
• Proficient with Jira and Confluence
Business & Communication Skills
• Strong communication and relationship-building skills
• Ability to bridge business, product, and technical teams
• Fast learner with a startup-like mindset; able to ramp quickly with minimal guidance
Hands-On Expectations
• Ability to translate business requirements into Salesforce-ready solutions
• Can validate requirements directly within Salesforce (fields, layouts, flows, reports)
• Prior Salesforce administration or system integration experience
• Can perform business-level QA and UAT testing against documented user stories
Additional Helpful Skills
• Experience with Einstein / AI features (optional but valuable)
Candidates should provide anonymized samples of BRDs, diagrams, dashboards, and reporting
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