Salesforce Business Analyst (Onshore)

We are seeking an experienced Salesforce Business Analyst with strong functional expertise in Sales Cloud, Service Cloud, Experience Cloud, and Flows. The role involves leading requirements gathering, translating business needs into user stories, managing product backlogs, and supporting the full development lifecycle for Salesforce enhancements. The ideal candidate will have experience supporting Private Equity firms or portfolio company ecosystems, focusing on process optimization, documentation, and cross-functional stakeholder management to ensure high-quality delivery.

Must Have

• 5-9 years of Business Analyst experience
• At least 3+ years on Salesforce projects
• Experience with Private Equity, portfolio companies, asset management, or financial services environments
• Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows
• Hands-on experience with JIRA and Confluence
• Proficiency in backlog management and roadmap planning
• Strong abilities in process documentation, data modeling, and writing user stories
• Understanding of Salesforce security model, permission sets, and record access
• Experience managing UAT, defect triage, and user training
• Strong communication, analytical, and stakeholder management skills
• Familiarity with Data Loader and API concepts
• Salesforce Administrator certification (mandatory)

Good to Have

• Salesforce Sales Cloud Consultant certification
• Salesforce Service Cloud Consultant certification
• Experience handling multi-org data flows
• Experience with portfolio reporting processes
• Experience with deal lifecycle automation
• Exposure to Experience Cloud and external stakeholder portal use cases

Perks & Benefits

• Professionalism, innovation, teamwork, and dedication to excellence
• Working on products and platforms for innovative software companies
• Knowledge sharing with highly skilled professionals
• Accelerated career progression
• Access to trainings and certifications
• Bonuses and aids
• Socializing activities
• Attractive compensation
• Exciting and challenging projects across diverse industries
• Opportunity to collaborate with forward-thinking partners globally
• Work culture based on diversification, inclusion, and authenticity

Hybrid Remote, New York, New York

Description

Why Ness?

We know that people are our greatest asset. Our staff's professionalism, innovation, teamwork, and dedication to excellence have helped us become one of the world's leading technology companies. It is these qualities that are vital to our continued success. As a Ness employee, you will be working on products and platforms for some of the most innovative software companies in the world.

You'll gain knowledge working alongside other highly skilled professionals that will help accelerate your career progression.

You'll also benefit from an array of advantages like access to trainings and certifications, bonuses, and aids, socializing activities and attractive compensation.

Overview

We are seeking an experienced Salesforce Business Analyst with strong functional expertise in Sales Cloud, Service Cloud, Experience Cloud, and Flows, along with hands-on experience supporting Private Equity (PE) firms or portfolio company ecosystems. The role requires deep skills in business analysis, product ownership support, process optimization, documentation, and cross-functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution, and ensure high-quality delivery of Salesforce enhancements.

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Key Responsibilities

Business Analysis & Requirements

• Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross-functional business stakeholders.
• Translate business needs into detailed user stories, acceptance criteria, and functional specifications using tools like JIRA.
• Document As-Is and To-Be process flows, data models, and system touchpoints using Confluence or similar documentation platforms.
• Maintain and groom the product backlog, ensuring alignment with business priorities and overall roadmap.
• Conduct impact assessments and feasibility studies for new features and enhancements.

Salesforce Functional Expertise

• Recommend scalable Salesforce solutions leveraging Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes, and platform automation features.
• Ensure solutions adhere to Salesforce best practices, platform governance, and architectural guidelines.
• Support developers and architects by clarifying requirements and validating solution designs.

Solution Delivery

• Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented.
• Develop UAT plans, create test scenarios, coordinate UAT cycles with business users, and track issues to closure.
• Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained.
• Conduct end-user training sessions, create training materials, and support onboarding for internal users and portfolio company teams.

Data & Reporting

• Support data mapping, data harmonization, migration activities, and validation—particularly for multi-org or multi-portfolio reporting needs.
• Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring, and operational insights.

Stakeholder & Project Management

• Act as the bridge between business users and the Salesforce technical team.
• Facilitate cross-functional alignment, ensuring prioritization and dependencies are clearly understood.
• Provide transparent communication on progress, risks, and changes.
• Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments.

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Required Skills & Qualifications

• 5–9 years of Business Analyst experience, with at least 3+ years on Salesforce projects.
• Experience working with Private Equity, portfolio companies, asset management, or financial services environments.
• Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows.
• Hands-on experience with JIRA, Confluence, backlog management, and roadmap planning.
• Strong abilities in process documentation, data modeling, and writing user stories.
• Understanding of Salesforce security model, permission sets, record access, and governance.
• Experience managing UAT, defect triage, and user training.
• Strong communication, analytical, and stakeholder management skills.
• Familiarity with data migration tools (Data Loader) and integrations (API concepts).

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Preferred Qualifications

• Salesforce Administrator certification (mandatory).
• Salesforce Sales Cloud or Service Cloud Consultant certifications (preferred).
• Experience handling multi-org data flows, portfolio reporting processes, or deal lifecycle automation.
• Exposure to Experience Cloud and external stakeholder portal use cases.

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Soft Skills

• Ability to work with senior stakeholders in fast-paced investment and PE operations environments.
• Strong documentation discipline and structured thinking.
• Ability to drive clarity, facilitate workshops, and influence decisions.
• Detail-oriented, proactive, and comfortable managing parallel priorities.

Why Ness?

We know that people are our greatest asset. Our staff’s professionalism, innovation, teamwork, and dedication to excellence have helped us become one of the world’s leading technology companies. It is these qualities that are vital to our continued success. As a Ness employee, you will be working on products and platforms for some of the most innovative software companies in the world.

You’ll gain knowledge working alongside other highly skilled professionals that will help accelerate your career progression. At Ness, we treat our values of rigor, innovation, and partnership with the highest priority, and they are placed at the very core of our business — to guide us through our daily operations and interactions with our customers.

We offer our employees exciting and challenging projects across a diverse range of industries, as well as the opportunity to collaborate with a group of forward-thinking, capable partners around the globe.

Discover Ness Digital Engineering visiting our website www.ness.com

Not sure if you check every requirement?

At Ness Digital Engineering we are willing to build a work culture that is based on diversification, inclusion, and authenticity also, we are aware of the studies that have shown that women/people of color/introverts are less likely to apply to jobs unless they meet every single qualification.

So, if this role sounds good to you, even if you don’t meet every single bullet point in the job description, we encourage you to apply anyways. For most of the candidates that applied, we found a role that was a very good fit with their skills.

Let’s meet and you may just be the right candidate for one of our roles