Salesforce CRM Business Analyst
Core
Elicit, analyze, and document business requirements for Salesforce Sales Cloud and Service Cloud initiatives, translating needs into functional specifications for development teams.
Role type
Salesforce CRM Business Analyst
Builds
Salesforce Sales Cloud and Service Cloud solutions
Domain
Healthcare / CRM
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce platform features (objects, workflows, reporting), gathering and documenting requirements, stakeholder engagement, converting business needs to user stories, Agile delivery practices, impact assessments, analytical thinking, problem-solving
Preferred skills
Salesforce Administrator or Business Analyst certification, process mapping, workflow design, CRM optimization, data modeling, reporting, data quality management, integrations with enterprise systems, AI-driven CRM capabilities (Agentforce, Einstein), CRM transformation or migration, large enterprise or regulated environment experience
Technologies
Salesforce, Azure, JIRA, DevOps tools
Responsibilities
Elicit, analyze, and document business requirements for Salesforce Sales Cloud and Service Cloud initiatives; Translate business needs into detailed functional and technical specifications; Partner with business stakeholders, product owners, and IT teams to define solution scope; Facilitate requirements workshops, user story creation, and backlog refinement; Support solution design by collaborating with developers and architects; Conduct impact analysis and guide decisions by comparing options; Participate in system, integration, and user acceptance testing; Maintain traceability between requirements, design, and delivered solutions; Support data analysis, process mapping, and CRM workflow optimization; Identify opportunities to improve processes and enhance user experience; Ensure compliance with enterprise governance, security, and data standards
Seniority
Mid-Senior, hands-on IC
