Salesforce Business Analyst / Administrator

We are seeking a Salesforce Senior Business Analyst who defines, prioritizes, and delivers Salesforce capabilities that drive measurable business outcomes. You will identify business problems worth solving from the forefront and converting them into scalable, high-impact solutions. This role partners closely with stakeholders and technical team to improve internal process and enhance operational efficiency.

This is not a technical Salesforce System Admin role; access will be limited to business facing administrative needs.

• Customer focused mindset, train and engage non-technical users to use Salesforce functionalities
• Cross-Functional Influence - Act as the translation layer between business and IT teams
• Act as the primary contact and trusted advisor for internal business users across Salesforce capabilities and projects implemented within Salesforce
• Recommend and drive improvements based on data trends and ROI impact
• Stay current with Salesforce releases and identify opportunities to integrate them into our ecosystem.

Responsibilites:

• Lead deep-dive discovery workshops to identify inefficiencies, and optimization opportunities in business processes.
• Perform gap analysis (current vs future state) and define transformation roadmap
• Drive prioritization of initiatives based on business value, impact and feasibility

• Develop and maintain process maps and documentation to visualize workflows, data flows, and system interactions
• Create and manage detailed user stories with acceptance criteria and associated business value
• Partner with Salesforce Admins, Developers, and Architects to ensure solution alignment and feasibility

• Lead User Acceptance Testing (UAT) to validate features meet business requirements
• Create training materials and conduct end-user training sessions
• Own and track business KPIs and drive them to execution and outcome realization

• Configure and manage Salesforce platform capabilities including Objects, fields, page layouts, workflows, validation rules, and automation.
• Design, build, and maintain reports, dashboards, and KPI aligned to business needs
• Support user onboarding, access management, and role/profile configuration
• Troubleshoot platform issues and collaboration with technical teams for resolution
• Ensure data quality, governance, and consistency across Salesforce

• Bachelor’s degree with 8+ years of Business Analyst /admin/ project manager experience within Salesforce Sales and Service Clouds
• Within 8 years -
  • 5+ years of hands-on experience with Salesforce Business Analysis and requirement documentation
  • 3+ years as Salesforce administrator
• Hands on knowledge and solid proficiency of Salesforce ecosystem, specifically Sales and Service Cloud
• Expertise in Salesforce CRM implementations, business process improvements, and developing configuration changes to enhance platform functionality.
• Proven ability designing KPI frameworks and dashboards that influence business decisions and training staff in new features.
• Excellent organizational skills, capable of managing multiple tasks within tight timeframes and prioritizing duties in a fast-paced environment.

• Salesforce Marketing Cloud
• Salesforce certifications (Admin, Business Analyst or similar) – solid ramp up over the years would be idle