Salesforce Business analyst

Salesforce Business Analyst

Skills: Banking Business Analysis

Requirement Gathering & Analysis

Work with business stakeholders to understand business processes, pain points, and objectives. Document requirements through BRDs, user stories, process flows, and acceptance criteria. Analyze business needs and map them to Salesforce functionalities.

Solution Design & Collaboration

Partner with Salesforce Admins, Developers, and Architects to design scalable solutions. Recommend Salesforce features and best practices based on industry standards. Support configuration decisions including objects, fields, flows, validation rules, etc.

Project Delivery

Support end to end project lifecycle from planning to go live. Coordinate with cross functional teams to ensure requirements are met. Assist in UAT planning, testing, and validating solutions before deployment.

Documentation & Training

Prepare user documentation, training material, and release notes. Conduct training sessions to improve user adoption. Support post deployment activities and enhancements.

Data & Reporting

Analyze data requirements and support data migration activities. Build or assist in building reports & dashboards to support business insights.

Continuous Improvement

Identify opportunities for automation and process optimization. Provide ongoing recommendations for platform improvements.

Skills & Qualifications

Technical Skills

Strong knowledge of Salesforce Sales Cloud, Service Cloud, or other clouds. Ability to create flows, reports, and dashboards (even if not an Admin role). Familiarity with Agile/Scrum development methodologies. Experience using tools like Jira, Azure DevOps, Confluence, etc.

Business Skills

Excellent communication and stakeholder management. Strong analytical, problem solving, and documentation skills. Ability to translate business needs into clear, actionable user stories.

Preferred Certifications

Salesforce Certified Administrator (ADM-201) Salesforce Business Analyst Certification Agile certifications (CSM, PSM) are a plus

Typical Experience

6+ years of experience in business analysis. At least 3 years of experience working on Salesforce projects.

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.