Salesforce Business Analyst
Remote
12 Months
Experience
6+ years of Salesforce Business Analyst experience on enterprise implementations
Proven track record leading discovery workshops and requirements sessions with senior business stakeholders
Deep hands-on experience with Salesforce declarative configuration — flows, validation rules, page layouts, record types, permission sets
Strong Agile delivery experience — writing user stories, managing backlogs, and working within sprint-based delivery teams
Experience across multiple Salesforce clouds — Sales Cloud and Service Cloud at minimum; additional clouds a plus
Prior consulting or professional services experience strongly preferred — comfort managing multiple stakeholders and navigating ambiguity
Platform Knowledge
Salesforce core platform: objects, fields, relationships, page layouts, record types, profiles, permission sets, sharing rules
Salesforce Flow: screen flows, record-triggered flows, scheduled flows, subflows, and flow best practices
Salesforce reporting and dashboards — building business-facing reports and driving adoption
Agile/Scrum tooling: Jira, Azure DevOps, or equivalent for backlog and sprint management
Data concepts: data models, data mapping, import/export tools (Data Loader, Data Import Wizard)
Working knowledge of Salesforce Sales Cloud, Service Cloud — and ideally one or more of: Health Cloud, Experience Cloud, Marketing Cloud
Facilitation & Analytical Skills
Expert workshop facilitation — able to manage large, cross-functional groups and keep sessions focused and productive
Strong process analysis skills — able to map current-state workflows, identify inefficiencies, and design future-state solutions
Structured thinker — able to take complex, unstructured input and turn it into clear, prioritized, actionable requirements
Detail-oriented without losing sight of the bigger picture — knows when to go deep and when to move forward
Certifications — Required
Salesforce Certified Administrator
Salesforce Certified Business Analyst
Certifications — Preferred
Salesforce Certified Advanced Administrator
Salesforce Certified Sales Cloud Consultant or Service Cloud Consultant
Salesforce Certified Associate or Platform App Builder
Certified Scrum Master (CSM) or equivalent Agile certification
Soft Skills & Client Presence
Confident, polished communicator — comfortable presenting to VP and C-suite level stakeholders
Strong active listening skills — able to hear what clients are really asking for, not just what they say
Collaborative team player with the ability to lead without direct authority
Resilient and adaptable — able to navigate changing priorities, shifting scope, and ambiguous client environments
Natural facilitator and consensus builder
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