Salesforce Business Analyst
Staffing the Universe
Salesforce Business AnalystWe are seeking an experienced Salesforce Business Analyst to translate business requirements into scalable and efficient solutions across the Salesforce ecosystem. The ideal candidate will have hands-on experience with Salesforce Service Cloud, Agentforce, and Data Cloud, and work closely with business stakeholders, architects, and technical teams to drive operational efficiency and enhance the customer experience.Key responsibilities include:Conduct workshops, stakeholder interviews, and journey mapping to define business needs and user stories.Perform process mapping (as-is/to-be), identify gaps, dependencies, and optimization opportunities.Translate business goals into epics, user stories, and acceptance criteria, maintaining traceability across requirements and testing.Configure Salesforce environments including objects, workflows, validation rules, page layouts, and user profiles.Ensure alignment with Salesforce architectural best practices, scalability, and compliance.Support Salesforce governance, release planning, and sprint coordination.Analyze and refine customer service processes, case management workflows, knowledge management, and omni-channel routing.Ensure Service Cloud capabilities fully support operational efficiency and customer experience transformation.Track KPIs such as CSAT, AHT, and routing accuracy.Support functional analysis and process definition for Agentforce implementations, including agent workflows, conversation journeys, and escalation paths.Partner with Agentforce developers to validate requirements for case handling, routing, and AI-powered agent assist capabilities.Map Salesforce objects and data models to business use cases and external data sources.Participate in integration and data flow discussions across Data Cloud, Snowflake, and other platforms.Assist with segmentation, identity resolution, and data activation use cases.Prepare UAT test plans, test cases, and scripts; coordinate UAT and ensure smooth sign-off.Assist development teams during unit and system testing to validate solutions against requirements.Required skills and experience include:6+ years as a Salesforce Business Analyst or similar role.Strong understanding of Salesforce data models, workflows, and declarative tools.Hands-on experience with Service Cloud (case management, omni-channel, knowledge).Experience supporting or working with Agentforce (agent workflows, guided experiences, AI-powered agent assist).Working knowledge of Salesforce Data Cloud, including data modeling, identity resolution, and activation.Strong documentation skills: epics, user stories, acceptance criteria, process maps, data mapping, KPIs.Experience coordinating UAT, test readiness, and cross-functional alignment.Excellent communication skills for interacting with business and technical stakeholders.Preferred qualifications include:Salesforce Administrator or Business Analyst certification.Exposure to financial services or insurance domain.Familiarity with Salesforce integrations (APIs, Mulesoft, Informatica).Experience with AI-powered Salesforce capabilities (Einstein, Agent Assist).Experience in Agile environments using tools like Jira or Azure DevOps.
$105k - $135k
...Gen II Fund Services is seeking a Client Success Analyst in New York to enhance its Salesforce platform. Your responsibilities will include analyzing business requirements, documenting solutions, and driving platform adoption to meet client service goals. The ideal candidate...Salesforce- ...Salesforce Business Analyst/Admin/Capital MarketsNew York City, NY (Hybrid) 12+ Months Web cam Interview UPDATE: The manager will also consider Salesforce Administrators out of Capital Markets environments. This is largely a support position.Requirement Notes (Candidate...Salesforce
$110k - $127.5k
...actively connects job seekers with millions of businesses of all sizes through innovative mobile... ...This Senior Revenue Operations Business Analyst plays a key role in advancing the... ...applies industry best practices to the Salesforce platform. This role works to understand...SalesforceFull timeRemote workFlexible hours- ...Business Analyst - IM IT Sales Tech Hybrid The Business Analyst will work with all members of the Sales Tech team to implement and support... ...Platform – Nice to have Knowledge or experience with Salesforce CRM System Strong problem identification and problem-solving...Salesforce
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- ...and integrations Ability to gather, refine, and translate business requirements into technical deliverables Strong... ...environments Preferred Skills: Power BI Tableau Salesforce exposure Azure exposure Capital Markets exposure preferred...Salesforce
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- ...Salesforce Business Analyst Location: Remote Job Type: Full-time, Permanent About AllCloud AllCloud is a leader in amplifying organizations’ cloud potential through AI. With a track record of hundreds of successful migrations and implementations across AWS and Salesforce...SalesforcePermanent employmentFull timeLocal areaRemote workFlexible hours
- ...Role: Business Analyst Location: Brooklyn, NY (Hybrid At least 2 days onsite) Duration: Long Term Responsibilities Translate business needs... ...working in Pension Administrations Experience with Salesforce configuration Scrum experience Product Owner experience #J-1...Salesforce
$28 - $35 per hour
...About the job Junior Level Business Analyst Description 1+ Years of experience is preferred A bachelor's is a plus Analyze... ...-be process flows to support the design and development of Salesforce solutions for clients. Work collaboratively with team...SalesforceHourly payContract workShift work- 1199SEIU seeks a Business Analyst in New York to support funds systems and CRM implementations. You will gather requirements, document workflows... ...BA experience, with familiarity in CRM tools (Dynamics, Salesforce), QlikView, SQL, and Azure DevOps. Strong communication and...Salesforce
- ...Job Responsibilities Gather and analyze business, data, and functional requirements Translate requirements into BRDs, FRDs, user stories... ...) Collaborate on Snowflake data warehouse, Azure cloud, and Salesforce integrations Perform data analysis, mapping, and lineage...Salesforce
- ...insight at the intersection of healthcare, business, and public policy. Marwood is seeking a highly motivated Business Development Analyst to support the firm's commercial growth... ...Excel and PowerPoint. Experience with Salesforce, PitchBook, Monday.com, or similar CRM and...SalesforceWork at officeLocal area
$30 per hour
...need to succeed. The team you’ll join The Business Development ("BD") team helps grow... ...client-facing sales professionals. The BD Analyst/Intern will also support the Global BD team... ...maintain data in the firm’s CRM system (Salesforce) on behalf of and in conjunction with...SalesforceSummer workInternshipWork at officeLocal areaVisa sponsorship- ...Our client is looking for an Technical business Analyst in a long term project in Iselin Woodbridge Township, NJ / New York, NY . Below... ..., specifically in client onboarding, CRM systems, like Salesforce, Workflows systems like Pega and KYC rules and supporting documentations...SalesforceLong term contractWork experience placement
- ...Senior Business AnalystWe are seeking a Senior Business Analyst with strong experience in Distributed Energy Services (DES), Customer Project Management Systems (CPMS), PowerClerk, Project Center, Salesforce, and Pega Cloud. This role requires expertise in enterprise...Salesforce
$71k - $121k
...Business Development RepresentativeAs a Business Development Representative reporting to the Business Development Manager, Americas,... ...environment.Experience using CRM and sales engagement tools such as Salesforce, LinkedIn Sales Navigator, or similar platforms.Preferred...SalesforceTemporary workWork at officeHome officeFlexible hours3 days per week- ...Salesforce Business AnalystNYC and Boston – 3-4 days office is must for this role – 3 days a week in client officeRole OverviewThe Salesforce Business Analyst plays a critical role in translating business needs into scalable, efficient solutions across the Salesforce...SalesforceWork at office3 days per week
- ...Job Title: IT Business Analyst Location: NYC, NY Position: We are looking for an enthusiastic, intuitive, and curious IT business... ...Skills: Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting...Salesforce
- ...Role - Sr. Business Analyst Location - NYC, NY - Onsite Contract Mandate Skills - Consumer product based company... ...Management Forecasting Product Development Salesforce (Sales Cloud, Experience Cloud, Platform) Media & Entertainment...SalesforceContract work
$100k - $143k
...success.Role Overview:As a Senior Technology Analyst within New York Life’s Technology... ...support technology solutions that improve business efficiency and system performance with our... ...Desktop, and Agent Desktop based on Salesforce and AWS. You will assess requirements, perform...SalesforceLocal area3 days per week$117k - $140k
...secure critical content, and transform business workflows with enterprise AI. We help companies... ...Box is looking for a Business Systems Analyst III (Marketing Systems) to join our... ...marketing automation, campaign management, and Salesforce integration.Strong hands-on experience...SalesforceLive inWork at officeShift work3 days per week$95k - $130k
...and the Maui Wildfires. Summary We are seeking a Sr. Business Analyst to join our Strategy & Operations team. In this role, you... ...dashboards and operational reporting using Power BI, Superset, Salesforce/Litify, and Excel. Write SQL queries against Redshift to...SalesforceFull timeLocal area- ...called OneBanker (customized version of SalesForce) 900 bankers use this in the us candida... ...Banker. Takes place on the 5th and 10th business days of the month and spills over to other... .... Job Title: Business Support Analyst for Capital Markets Data Investment...SalesforceFor contractorsLive inWork at officeLocal areaImmediate startRemote work1 day per week
- ...scale, and technology.Job DescriptionLead Business AnalystLocation(s): Denver, CO / Kansas... ...as a trusted, client-facing Business Analyst partnering closely with Product Managers... ...Confluence) and enterprise platforms (e.g. Salesforce, Enterprise Architect).Experience...SalesforceOngoing contractFull timeWork at office
$70k - $80k
...leading healthcare solutions provider in New Jersey seeks a Business Analyst to act as a liaison between stakeholders and technology teams... ...on solutions across multiple platforms such as Salesforce and Jira. Ideal candidates will have 3-5 years of experience...Salesforce
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