Salesforce Business Analyst

Key Responsibilities

1. Requirements Gathering & Analysis

• Lead discovery workshops and interviews with stakeholders to understand business processes and pain points.

• Translate complex business requirements into detailed functional specifications, user stories, and acceptance criteria.

• Analyse current workflows to identify opportunities for automation and process improvement within the Salesforce ecosystem.

2. Solution Design & Configuration

• Collaborate with Salesforce Administrators and Developers to design scalable solutions (leveraging native functionality whenever possible).

• Create process maps, data flow diagrams, and wireframes to visualize solutions for stakeholders.

• Assist with basic configuration tasks (reports, dashboards, page layouts) to prototype solutions.

3. Project Management & Documentation

• Maintain the product backlog, prioritising features based on business value and ROI.

• Document as-is and to-be processes to ensure institutional knowledge is preserved.

• Participate in Agile ceremonies (Sprint Planning, Stand-ups, Retrospectives).

4. Quality Assurance & Adoption

• Coordinate and lead User Acceptance Testing (UAT), including writing test scripts and triaging bugs.

• Create training materials and release notes for end-users.

• Monitor user adoption rates and propose strategies to increase engagement with the platform.

Qualifications

• Experience: 8 years of experience as a Business Analyst

• Technical Knowledge: Deep understanding of the Salesforce platform (Sales Cloud, Service Cloud) and its capabilities vs. limitations.

• Communication: Exceptional ability to communicate technical concepts to non-technical audiences and vice versa.

• Methodology: Experience working in an Agile/Scrum environment.

Preferred Qualifications (Nice to Have):

• Certifications: Salesforce Certified Administrator or Salesforce Certified Business Analyst.

• Specialised Clouds: Experience with [CPQ, Marketing Cloud, Experience Cloud, or Field Service Lightning].

• Tools: Familiarity with Jira, Confluence, or Copado.