Salesforce Business Analyst
Vertex Computer Systems
Salesforce Business Analyst
Experience: 10+ years
Certifications: Minimum 3 Salesforce certifications (Salesforce Admin, Sales Cloud Consultant, and CPQ, Service Cloud, Marketing Cloud or Data Cloud)
Location: King of Prussia, PA (Hybrid, 3 days office and 2 days remote)
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 the 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 the 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 process improvement within Salesforce ecosystem
- Business gaps of processes (to be and current state)
- Ability to run Salesforce reports and dashboards, and perform data analysis
- 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.
- Undergraduate Degree in Computer Science or Engineering is a must-have. (four-year college degree)
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