Salesforce Business Analyst

Get AI-powered advice on this job and more exclusive features. Rate: Up to $80/hour | Hybrid (Remote + On‑site) | End Client: Major Financial Services Company Role Overview The Salesforce Business Analyst will play a pivotal role in bridging business needs and the Salesforce platform within a leading financial services environment. Working both remotely and on‑site, they will gather, analyze, and document business requirements, translate them into Salesforce solutions, and champion adoption and efficiency across stakeholder groups. Key Responsibilities Requirement Gathering & Analysis: Conduct interviews, workshops, and document processes to capture stakeholder needs and business objectives. Process Mapping & Documentation: Analyze current workflows, identify gaps, and design Salesforce‑enabled improvements with clear artifacts like BRDs, user stories, use cases, and process diagrams. Solution Design & Configuration: Collaborate with technical teams to design and configure Salesforce solutions (custom objects, flows, reports, dashboards, validation rules) in alignment with business goals. Testing & Validation: Lead UAT and functional/regression testing; develop test scripts and manage issue resolution to ensure solutions meet business requirements. Training & Adoption Support: Create training materials, conduct sessions, support user adoption, and provide ongoing post‑go‑live assistance. Stakeholder Communication: Serve as the liaison between technical teams and non‑technical stakeholders, ensuring clear, consistent communication throughout the project lifecycle. Preferred Qualifications 3+ years of experience as a Salesforce Business Analyst or in a closely related role. Hands‑on familiarity with Salesforce clouds (Sales Cloud, Service Cloud), declarative configuration tools, and AppExchange solutions. Strong skills in requirements elicitation, business process analysis, documentation, and test management. Excellent interpersonal and communication abilities, capable of translating complex technical concepts for varied audiences. Preferred: Salesforce Administrator or Business Analyst certification; experience in financial services or familiarity with Financial Services Cloud is a plus. Why This Opportunity Stands Out Hybrid Flexibility: Ideal for professionals who value a mix of remote productivity and structured in‑office collaboration. Competitive Compensation: Up to $80 per hour for top-tier Salesforce BA expertise. High-Impact Sector: Make a real difference by shaping CRM solutions within a large, dynamic financial services firm. Professional Growth: Engage in end‑to‑end Salesforce delivery—from discovery through launch and beyond. Seniority level Seniority level Mid-Senior level Employment type Employment type Contract Job function Job function Consulting Referrals increase your chances of interviewing at TECHOHANA by 2x Get notified about new Customer Relationship Management Business Analyst jobs in San Diego, CA . 10754 - Sr. SAP SD/LE & CRM Business Process Analyst San Diego, CA $98,060.00-$151,008.00 3 hours ago Business Analyst - State, Local & Education (SLED) Senior Business Analyst with AppDynamics, 1000Eyes and Dynatrace experience Business Systems Analyst & Project Manager/Hybrid - 136152 Business Systems Analyst & Project Manager/Hybrid - 136152 Business Systems Analyst & Project Manager/Hybrid - 136152 Business Systems Analyst IV, Data Management Senior Business Tax Analyst - Work From Home Senior Business Tax Analyst - Work From Home Product Repair Technician(Must have Electronics Certificate or BA/AA in Electronics ) Senior Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required Senior Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required Business Systems Analyst I - Entry Level (Local Candidates) -Urgent Need Senior Business Systems Analyst, Salesforce (Tijuana, MX) Business Systems Analyst - Global Customer Support We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr