Salesforce Business Analyst - Services
Job Summary
Job Description
The Salesforce Business Analyst will identify business requirements, analyze processes, and provide solutions to maximize Salesforce effectiveness. This role involves collaborating with stakeholders, developers, and IT teams to implement and enhance Salesforce solutions for business growth and operational efficiency. Key responsibilities include requirements gathering, data analysis, user support and training, cross-functional collaboration, testing, change management, and documentation. Requires 3+ years of Salesforce experience, knowledge of Service Cloud and Field Service, Salesforce Certified Administrator (ADM 201) certification, and strong understanding of business processes, requirements gathering, and process optimization.
Must have:
- 3+ years Salesforce admin/BA experience
- Salesforce Service Cloud/Field Service knowledge
- Salesforce Certified Administrator (ADM 201)
- Business process understanding
- Requirements gathering
- Process optimization
- Agile/Scrum experience
- Excellent communication skills
Good to have:
- Salesforce Certified Advanced Administrator
- Salesforce Business Analyst certification
- Other relevant Salesforce certifications
12 skills required
Job Details
Job Summary:
The Salesforce Business Analyst will play a crucial role in identifying business requirements, analyzing processes, and providing solutions to maximize the effectiveness of Salesforce within the organization. This role involves collaborating with business stakeholders, Salesforce developers, and IT teams to implement and enhance Salesforce solutions that drive business growth and operational efficiency.
Key Responsibilities:
•Requirements Gathering & Analysis: Work with business stakeholders to understand requirements, document business processes, and translate them into functional specifications for Salesforce configurations or customizations.
•Data Analysis & Reporting: Design, implement, and manage reports, dashboards, and analytics to provide actionable insights to business stakeholders and ensure accurate data management.
•User Support & Training: Provide training and user support for business users, helping them leverage Salesforce features effectively. Create user guides, knowledge base articles, and training materials.
•Cross-Functional Collaboration: Work closely with other departments (Sales, Marketing, IT, Customer Service) to ensure that Salesforce solutions align with overall business strategies and processes.
•Testing & Quality Assurance: Develop test plans and conduct user acceptance testing (UAT) to ensure all new configurations, enhancements, or customizations meet business requirements and quality standards.
•Change Management: Assist in the management of system releases, updates, and continuous improvement initiatives. Ensure effective communication of changes to users and stakeholders.
•Documentation: Maintain clear and detailed documentation of business processes, system configurations, requirements, and user stories for current and future reference.
Qualifications & Skills:
•Experience:
o3+ years of experience in Salesforce administration, business analysis, or a similar role.
oStrong knowledge of Salesforce features, modules, and best practices (specifically Service Cloud and Field Service).
•Certifications:
oSalesforce Certified Administrator (ADM 201) required.
oSalesforce Certified Advanced Administrator, Salesforce Business Analyst, or other relevant certifications are a plus.
•Skills:
oStrong understanding of business processes, requirements gathering, and process optimization.
oProficiency in Salesforce configuration (reports, dashboards, automation).
oAbility to translate business needs into technical solutions.
oExcellent problem-solving, analytical, and communication skills.
oStrong project management skills with the ability to prioritize tasks and manage time effectively.
oExperience with Agile methodologies or Scrum is required.
oProficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and other business analysis tools.
•Personal Traits:
oDetail-oriented with a strong ability to manage complex data and tasks.
oStrong collaboration and interpersonal skills.
oA proactive attitude and a passion for continuous learning and process improvement.
oAbility to work independently and as part of a team in a fast-paced environment.
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