Vertex is a US-based tech company with 25 years experience in Microsoft, Salesforce, BI, AI, and Cloud Computing. We have earned longstanding client relationships as trusted, long-term partners. Every day we inspire, innovate, and implement solutions that solve complex business problems using creativity and technologies that drive results.
Job Title: Salesforce Business Analyst
Duration: Long Term Opportunity
Location: King of Prussia, PA (4 days onsite in a week)
Certifications: Minimum 3 Salesforce certifications (Salesforce Admin and Sales Cloud Consultant and CPQ or Service Cloud or Marketing Cloud or Data Cloud)
Role Overview:
The Salesforce Business Analyst will act as a bridge between business stakeholders and technical teams, ensuring Salesforce solutions meet organizational goals. This role requires deep expertise in Salesforce Clouds, strong analytical skills, and the ability to document and capture business requirements to align with Salesforce Solution.
Key Responsibilities:
- Requirements regarding Gathering & Analysis:
- Collaborate with business stakeholders to understand processes, scope and pain points.
- Document functional requirements, user stories, and acceptance criteria.
- Align requirements working with Salesforce solution team
- Conduct business gap analysis & FIT Gap analysis
- Ability to run Salesforce reports and dashboards and perform data analysis
- Own Requirements end to end.
- Solution Design & Validation:
- Work closely with architects and developers to share requirements and provide clarity on solutions.
- Validate solutions against business needs and Salesforce best practices.
- Conduct demo and smoke testing of delivered solutions
- Process Optimization:
- Identify opportunities for automation and process improvements within Salesforce.
- Business gaps of processes ( to be and current state)
- Testing & Quality Assurance:
- Support UAT, triage defects, smoke test , validate defects, and ensure successful deployment.
- Stakeholder Communication:
- Act as a liaison between business and technical teams, ensuring clear communication and alignment.
- Training & Documentation:
- Prepare user guides and conduct training sessions for end-users.
Required Skills & Qualifications:
- Experience:
- 12+ years in IT with at least 8 years as a Salesforce Business Analyst.
- Proven experience in multi-cloud Salesforce implementations.
- Certifications:
- Minimum two Salesforce certifications: Salesforce Admin, Sales Cloud consultant is mandatory to have.
- Technical Knowledge:
- Strong understanding of Salesforce data model, automation tools (Flows, Process Builder), and reporting.
- Familiarity with integration tools and data migration strategies.
- Ability to create reports & dashboards in Salesforce
- Ability to download Salesforce data using data loader
- Ability to work within Excel Sheet Pivot tables , VLOOKUP.
- Analytical & Communication Skills:
- Excellent problem-solving, documentation, and stakeholder management skills.
Preferred Qualifications:
- Experience with Agile/Scrum methodologies.
- Knowledge of Salesforce Sales Cloud and Salesforce Administration.
- Exposure to Data Governance and MDM practices.
- Under Graduation Degree in Computer Science or Engineering is a must have. (four-year college degree)
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