Staff Salesforce Business Analyst
Core
Partner with Marketing, Sales, Finance, and Operations to define the Salesforce roadmap and deliver scalable, compliant solutions across CRM, Agentforce, and CPQ.
Role type
Staff Salesforce Business Analyst (hands-on IC)
Builds
Salesforce CRM solutions (Sales, Service, Experience Cloud, CPQ, Agentforce) for SMB clients
Domain
HR Technology / Salesforce Platform (via careerplan.io/jobs/39631639-staff-salesforce-business-analyst-at-trinet)
Required skills
Salesforce Administration, CPQ, Agentforce, Sales Cloud, Service Cloud, Experience Cloud, Process Mapping, User Story Creation, Release Management, Data Governance
Preferred skills
Advanced Administrator certification, MuleSoft/Boomi integration knowledge, BI tool familiarity
Technologies
Salesforce (Sales/Service/Experience/CPQ/Agentforce), MuleSoft, Boomi, Jira, Confluence, Lucidchart, Microsoft Visio, Miro, Excel
Responsibilities
Conduct stakeholder interviews and workshops to identify business needs; Design and validate solution prototypes (POC); Translate requirements into user stories and process maps; Develop and execute test cases and coordinate UAT; Oversee deployment, change management, and release documentation; Deliver training and enablement to drive user adoption; Configure security, roles, and automation (Flows, Approvals); Manage data quality and reporting/dashboards.
Seniority
Staff, hands-on IC with strategic oversight
