Salesforce Business Analyst

Full Job Description

Role Summary

We are hiring a Salesforce Business Analyst / Admin to support both businessanalysis and day-to-day Salesforce administration.

You will:

• Help the IT team manage and resolve Salesforce tickets and configuration work.
• Help business teams map and improve processes.

This is not a developer role, however, the ability to create and troubleshoot Flows is a requirement.

Job Responsibilities

Key Responsibilities

Business Analysis

• Lead discovery sessions with business teams to understand workflows andpain points.
• Document As-Is and To-Be processes using Lucidchart (or similar).
• Identify bottlenecks and opportunities for automation and workflow improvement.
• Translate business needs into clear user stories and acceptance criteria.
• Maintain and prioritize a backlog of Salesforce/process improvements.
• Propose high-level solution approaches (e.g., Screen Flows, declarative automation, potential need for Apex) for review with developers.

Salesforce Administration & Support

• Triage, investigate, and resolve Salesforce support tickets from internal users.
• Perform configuration such as:
• Page layouts, record types, and list views
• Fields and validation rules
• Profiles/permission sets and basic security changes
• Reports and dashboards
• Escalate complex issues to senior admins or developers with clear description and context.
• Help monitor data quality and support clean-up tasks as needed.

Collaboration

• Work closely with the Director of Technology Operations on priorities and solution design.
• Coordinate with developers so requirements and configuration needs are clearly defined before build.
• Provide limited UAT support (clarifying requirements, confirming expected behavior).
• Assist with simple change management documentation or training materials when needed.

Job Requirements

Required Qualifications

• 2+ years working with Salesforce in a BA and/or Admin capacity.
• Hands-on experience with Salesforce configuration (page layouts, fields,validation rules, reports/dashboards; basic profiles/permissions).
• Working knowledge of Salesforce concepts: objects, relationships, automation options, and limitations.
• Experience documenting processes and creating workflow diagrams.
• Experience writing user stories and acceptance criteria.
• Strong communication skills and ability to work independently.

Preferred Qualifications

• Salesforce Business Analyst Certification.
• Salesforce Administrator Certification.
• Experience working with distributed/offshore teams.
• Bilingual English/Spanish.

Skills Required

• Business Analysis - Expert
• Technology - Expert

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