Expert Salesforce Business Analyst
About The Position
We are seeking a highly skilled and proactive Expert Business Analyst with deep Salesforce expertise to join our growing team. In this role, you will partner with Product, Engineering, and cross-functional stakeholders to drive detailed requirements gathering, refine user stories, and support the successful execution of agile development processes— with a strong emphasis on Salesforce Customer Experience portal implementation and Service Cloud functionality (Cases, Chats, etc.) . You will serve as a critical liaison between business stakeholders and technical teams, ensuring alignment on business needs and functional specifications. Your ability to lead productive discussions, translate complex concepts, and foster collaboration will be key to delivering high-quality, scalable solutions. If you have hands-on experience implementing Salesforce portals and Service Cloud features, thrive in a fast-paced environment, and excel in agile practices, we want to hear from you.
Requirements
- 6+ years of experience as a Business Analyst or Product Analyst, with extensive hands-on Salesforce experience .
- Proven experience gathering requirements and successfully implementing a Salesforce Customer Experience portal and Service Cloud functionality (Cases, Chats, Knowledge).
- Strong understanding of Salesforce architecture, standard/custom objects, flows, validation rules, and platform limitations.
- Skilled in Agile methodologies and backlog refinement.
- Excellent communication and collaboration skills across technical and non-technical audiences.
- Proficiency in tools such as JIRA, Confluence, Excel, and process mapping tools (Lucidchart, Visio).
Nice To Haves
- Experience with enterprise tools like Zuora, NetSuite, or Workday.
- Familiarity with API integrations, data flows, or light SQL.
- Background in SaaS, healthcare, or regulated industries.
- Certifications: Salesforce Administrator, Certified Scrum Product Owner, or IIBA CBAP.
Responsibilities
- Lead requirements gathering and documentation for Salesforce initiatives , including Customer Experience portal and Service Cloud capabilities (Cases, Chats, Knowledge, etc.).
- Act as the subject matter expert for Salesforce enhancements, configurations, and integrations.
- Refine and groom user stories with Salesforce-specific acceptance criteria to ensure readiness for development.
- Collaborate with stakeholders to define scope, priorities, and business challenges.
- Translate business needs into actionable technical requirements, focusing on Salesforce flows, automation, and reporting.
- Support Agile ceremonies such as sprint planning, stand-ups, and retrospectives.
- Maintain comprehensive documentation: user stories, process flows, data mappings, and business rules—emphasizing Salesforce architecture and objects.
- Identify opportunities for process improvement and automation within Salesforce and related platforms
Benefits
- Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
