Salesforce Business Analyst
Core
Salesforce CRM production support and business analysis for financial planning solutions.
Role type
Salesforce Business Analyst / Systems Analyst
Builds
CRM production stability and enhancements for financial planning clients
Domain
Financial Services / Salesforce CRM
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce CRM support, incident management, defect tracking, Jira, root cause analysis, test case development, UAT coordination, functional specifications
Preferred skills
None stated
Technologies
Salesforce, Jira
Responsibilities
Manage and resolve CRM support tickets and production incidents within SLAs, investigate and troubleshoot user-reported issues, perform root cause analysis and coordinate fixes, gather and document business requirements for enhancements, write Jira stories and acceptance criteria, develop and execute test cases and scripts, support functional integration and regression testing, coordinate User Acceptance Testing (UAT), create and maintain knowledge articles and support documentation
Seniority
Mid-level (2-4 years experience)
