Role: Salesforce Business Analyst
Location: San Francisco, CA (On-site)
Objectives
Provide business analysis expertise, support Salesforce enhancements, manage vendor relationships, assist with budgeting and contract administration, and ensure successful delivery of multiple concurrent initiatives.
Scope of Work
Requirements gathering; stakeholder workshops; process mapping; user story development; backlog prioritization; sprint planning support; creation and coordination of UAT test documents; Salesforce release support; vendor coordination; contract administration; invoice validation; budget tracking; executive reporting; quarterly roadmap planning; risk and issue management.
Detailed Responsibilities
Business Analysis: document requirements, create user stories and acceptance criteria, process flows, facilitate workshops, support testing and production readiness.
Salesforce Support: collaborate with technology lead, admins, developers, architects and business teams on enhancements and releases.
Vendor Management: manage vendor relationships (coordinate on getting quotes, competitive analysis, managing expectations), preparing SOWs, contract deliverables, renewals, amendments, negotiations and performance metrics.
Financial Management: track budgets (monthly invoices, license usage), forecasts (budget planning for vendors and licenses), and contract spending
Reporting: prepare project dashboards, status reports and executive presentations.
Minimum Qualifications
6-8 years of Salesforce implementation experience; strong business analysis background; Agile and Waterfall experience; vendor and contract management experience; excellent written and verbal communication skills.
Required Skills
Salesforce, Asana, MS Office suite Word, PowerPoint, CoPilot, with a strong proficiency in Excel including formulas and pivot tables, contract management systems, document workflow tools, Lucidchart or similar tools, understanding of Agile/Scrum practices.
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