Salesforce Business Analyst

ProDriven Global BrandsWest Middlesex, PA
8dHybrid

About The Position

This role serves as the functional backbone of our Salesforce ecosystem—bridging business needs, process design, data quality, and system configuration across Sales Cloud, Service Cloud, and Data Cloud. The BA partners with IT, business stakeholders, Salesforce Support, and external vendors to ensure scalable, reliable, and high-quality processes. Presently this position is in a hybrid status with a minimum of 1 day per month in the office for collaboration, teamwork, and business needs. The status and minimum in-office requirements are subject to change based on evolving business needs.

Requirements

  • Bachelor's degree in business, Information Systems, Computer Science, Data Analytics, or related field preferred or equivalent work experience required
  • 5 ~ 7 years of experience as Salesforce Administrator supporting Sales Cloud, Service Cloud and Marketing Cloud
  • Intermediate level Microsoft Outlook, Word, PowerPoint skills
  • Intermediate level Microsoft Excel skills
  • Strong requirements gathering, process mapping, and documentation skills
  • Ability to facilitate workshops and translate business needs into Salesforce solutions
  • Proficiency in Salesforce declarative configuration (Flows, rules, layouts, visibility controls)
  • Skilled in UAT planning, execution, and defect triage
  • Ability to manage backlogs, priorities, and stakeholder alignment
  • Knowledge of Salesforce data models, data governance, and visibility rules
  • Ability to troubleshoot configuration, data sync, and integration issues
  • Strong understanding of Data Cloud concepts (data models, identity resolution, enrichment)
  • Clear communicator with ability to explain technical concepts to non-technical users
  • Organized, detail-oriented, and able to manage multiple initiatives simultaneously
  • Strong problem-solving skills and a root-cause-first mindset
  • Ability to collaborate with IT, business teams, vendors, and Salesforce Support

Nice To Haves

  • Salesforce Admin Certification
  • Salesforce Platform app Builder Certification
  • Supporting evidence of system proficiency required

Responsibilities

  • Lead end-to-end requirements gathering & solution design
  • Drive business workshops, document requirements, translate business needs into Salesforce-ready specifications, and validate alignment across global commercial, service, and IT teams.
  • Own UAT readiness, execution, and issue resolution
  • Manage UAT cycles including test case creation, environment readiness checks, deployment validation, error triage, coordination with developers/architects, and communication of results.
  • Manage backlog, defects, and cross team prioritization
  • Maintain and organize the enhancement backlog, coordinate with BSA/Dev teams, track bug resolution, and ensure business continuity on critical issues (e.g., Flow failures, CPU limits, missing methods, Apex errors).
  • Drive Salesforce data quality, data cleanup, and governance initiatives
  • Lead audits and cleanup efforts for Opportunities, Leads, Accounts, user profiles, stale/opportunity closeouts, and global visibility rules to ensure system accuracy and compliance.
  • Support complex integrations (Snowflake → Data Cloud → Salesforce)
  • Collaborate with Data Cloud architects, understand data models (DMO/DLO), perform field mapping, troubleshoot enrichment bugs, test zero copy pipelines, validate data sync behavior, and drive POC work.
  • Configure Salesforce declarative capabilities
  • Design/update Flows, validation rules, page layouts, record types, dynamic rules, list views, and permission-based visibility to support evolving sales processes (Lead Wizard, Opportunity layouts, required fields, automation logic).
  • Act as frontline SME for sales/support teams
  • Respond to functional questions, troubleshoot configuration issues, validate business logic impacts, and guide users through system changes or new feature rollouts (Lead conversion, Data Cloud behavior, UAT issues).
  • Manage deployment coordination and post release hyper care
  • Review change sets, validate pre/post-deployment activities, coordinate with technical teams, and support hyper care to ensure smooth go live for phases like Pro Sales, global changes, and Data Cloud updates.
  • Maintain documentation, training materials, and communication plans
  • Create and update functional documentation, field mapping references, deployment readouts, feedback trackers, and guides for users and stakeholders.
  • Serve as liaison between business, IT, vendors, and Salesforce Support
  • Coordinate with Salesforce CSMs and architects, external vendors (e.g., Tribal, TruSummit), and internal teams to escalate issues, validate fixes, and deliver shared understanding across all parties.
  • Performs other duties as assigned within the scope of responsibilities and requirements of the job
  • Performs Essential Job Functions and Duties with or without reasonable accommodation
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