ROLE: Salesforce Business Analyst
EXPERIENCE:10+years
LOCATION: Hybrid
The Business Analyst serves as a liaison between Information Systems and divisional stakeholders, maintaining, enhancing, and integrating the firm''s systems and data. You will proactively identify enterprise technology opportunities and support formal project teams implementing new systems, data capabilities, and Salesforce-enabled business processes. You will translate complex business requirements into actionable specifications for data, development, and technology teams. You will also support the analysis and improvement of Salesforce processes, workflows, reporting, data, and integrations.
Responsibilities
• Develop a deep understanding of how enterprise systems—including Salesforce and related applications—interact with one another and impact firm operations and initiatives.
• Partner with business and technology stakeholders to identify opportunities to improve business processes, Salesforce workflows, system functionality, data usage, and operational efficiency.
• Map data structures and elements to business processes, including Salesforce objects, relationships, and data flows, ensuring accurate documentation of data usage.
• Design and implement functional systems and structured data processes in collaboration with data, application, development, and Salesforce teams.
• Create and maintain business process models, data flow diagrams, prototypes, business requirements, use cases, user stories, and test cases.
• Gather and document requirements for Salesforce enhancements, reporting, integrations, data quality, and process improvements.
• Analyze the lifecycle of financial transactions, including checks, wires, and ACH payments, by tracking data generation, transformation, and consumption across systems.
• Evaluate how Salesforce and other enterprise platforms support business processes, reporting needs, data management, and stakeholder requirements.
• Gain proficiency in data ingestion tools, such as Qlik Replicate, and streaming platforms, such as Kafka.
• Execute and present written and verbal business systems impact analyses that identify high-impact technology solutions.
• Support Salesforce and broader enterprise system testing, issue resolution, implementation, and post-implementation activities.
• Partner with technical and non-technical stakeholders to communicate requirements, system impacts, data relationships, and proposed solutions.
• Assist in applying Business Systems Analyst principles and practices.
Requirements
• Minimum of 10 years of experience designing and implementing functional systems, business processes, or structured data solutions.
• Bachelor’s degree required; emphasis in Computer Science or Management Information Systems preferred, or equivalent work experience.
• Experience gathering, documenting, analyzing, and validating business and system requirements.
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to understand business processes, system dependencies, data relationships, and integration points.
• Ability to work effectively with both technical and non-technical stakeholders.
• Experience working with Salesforce or other CRM platforms.
Preferred
• Proven experience as a Business Analyst in a data-intensive or enterprise systems environment.
• Experience supporting Salesforce-related initiatives, including CRM workflows, process improvements, reporting, data management, integrations, or system enhancements.
• Familiarity with Salesforce capabilities (Sales Cloud, Service Cloud, Experience Cloud, Salesforce objects, reports, dashboards, and workflow automation).
• Ability to translate business needs into Salesforce requirements related to process, configuration, reporting, data, or integrations.
• Ability to create new business processes and data usage models that promote efficiency.
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