Salesforce Business Analyst

Vertex is a US-based tech company with 15 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.

About the Rol

e
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 Solutio

n.
Responsibilit

ies
Requirements regarding Gathering & Analy

• sis:Collaborate with business stakeholders to understand processes, scope and pain poi
• nts.Document functional requirements, user stories, and acceptance crite
• ria.Align requirements working with Salesforce solution t
• eam.Conduct business gap analysis & FIT Gap analy
• sis.Ability to run Salesforce reports and dashboards and perform data analy
• sis.Own Requirements end to

end.
Experi

• ence:10+ years in IT with at least 5 years as a Salesforce Business Ana
• lyst.Proven experience in multi-cloud Salesforce implementat

ions.
Certifica

• tions:Minimum two Salesforce certifications: Salesforce Admin, Sales Cloud consultant is mandatory to

have.
Technical Kno

• wledge:Strong understanding of Salesforce data model, automation tools (Flows, Process Builder), and rep
• orting.Familiarity with integration tools and data migration stra
• tegies.Ability to create reports & dashboards in Sale
• sforce.Ability to download Salesforce data using data
• loader.Ability to work within Excel Sheet Pivot tables, V

LOOKUP.
Analytical & Communication

• Skills:Excellent problem-solving, documentation, and stakeholder management