CareerPlan

Salesforce Business Analyst

HQ - San Diego, CAFull-time$75k–$86k2026-06-01 → 2026-11-13
On-site

Core

Partner with business units to support the Salesforce architectural roadmap, define technical requirements, and build declarative customizations for CRM technologies.

Role type

Salesforce Business Analyst (IC)

Builds

Salesforce.com Declarative customizations & automations (Objects, Flows, Workflow rules, Omni-Channel components)

Domain

Banking / CRM

Required skills

Salesforce.com Administration, SQL, Agile/Scrum, Requirements Gathering, Process Analysis, User Documentation, ROI Calculation, Root Cause Analysis

Preferred skills

Five9, Conga, Glance, LoS, Marketing Cloud, Salesforce1 Mobile

Technologies

Salesforce SalesCloud, ServiceCloud, Knowledgebase, Communities, Five9, Conga, Glance, LoS, Marketing Cloud, SQL

Responsibilities

Conduct interviews and requirements gathering workshops; Develop detailed business cases and ROI calculations; Build Salesforce.com Declarative customizations & automations; Promote business adoption of system capabilities via trainings; Participate in all aspects of Agile Project Methodology.

Seniority

Mid-level, hands-on IC