Lead Business Analyst - Salesforce

Energy Transfer•Houston, TX

1d•Onsite

About The Position

Energy Transfer is seeking a Salesforce Lead Business Analyst who can bridge business needs with technical solutions. This role will lead requirements gathering, facilitate stakeholder workshops, design scalable Salesforce solutions, and support hands-on system configuration. The ideal candidate combines strong business acumen, excellent communication skills, and a solid technical foundation in Salesforce. This position is within a 12,000 strong organization that is dedicated to responsibly and safely delivering America’s energy.

Requirements

Bachelor's degree or equivalent experience and 8+ years of relevant experience
5+ years of experience as a Business Analyst with at least 3 years focused on Salesforce.
Strong hands-on experience with Salesforce configuration (Sales Cloud, Service Cloud and customer experience ).
Proven experience leading workshops and stakeholder engagement sessions.
Ability to translate complex business requirements into clear technical solutions.
Strong communication and presentation skills.
Solid understanding of Salesforce data model, security, and automation tools (Flows, Process Builder).

Nice To Haves

Salesforce certifications (e.g., Admin, Advanced Admin, or BA certification).
Experience working in Agile environments.
Exposure to integrations and APIs.
Experience with reporting and dashboard design in Salesforce.

Responsibilities

Lead discovery sessions and workshops to gather and refine business requirements.
Translate business needs into functional and technical Salesforce solutions.
Design end-to-end Salesforce solutions aligned with business processes and best practices.
Perform hands-on configuration within Salesforce (objects, fields, flows, validation rules, reports, dashboards).
Act as the primary liaison between business stakeholders and technical teams.
Drive solution design discussions and ensure alignment across cross-functional teams.
Support testing, deployment, and user adoption activities.
Provide guidance on Salesforce capabilities, limitations, and optimization opportunities.
Mentor junior analysts and contribute to overall delivery leadership.