Salesforce Business Analyst

Jade GlobalSan Jose, CA
14d

About The Position

Salesforce Business Analyst1 The Salesforce Business Analyst plays a critical role in bridging the gap between business needs and the technical implementation of the Salesforce platform. This individual will work closely with stakeholders across various departments to understand requirements, translate them into actionable user stories, and collaborate with the development team to ensure the successful delivery of solutions on the Salesforce platform (Sales Cloud, Service Cloud, other salesforce products etc.). Key Responsibilities Business Analysis & Requirements Gathering Collaborate with business stakeholders to understand current processes, pain points, and desired outcomes. Conduct interviews, workshops, and process mapping sessions to elicit clear and detailed requirements. Document business requirements, functional specifications, and user stories. Salesforce Solution Design Translate business needs into Salesforce configuration requirements. Partner with Salesforce Admins/Developers to design scalable, robust, and user-friendly solutions. Recommend best practices across Sales Cloud, Service Cloud, other salesforce products etc. System Configuration & Support Assist in hands-on configuration where needed (fields, validation rules, flows, reports, dashboards, permission sets, etc.). Support User Acceptance Testing (UAT): create test cases, coordinate testing, validate results. Monitor platform performance and troubleshoot functional issues. Cross-Functional Collaboration Act as the liaison between business teams and technical teams. Work with project managers to define project scope, timelines, and deliverables. Provide training, onboarding, and documentation for end users. Qualifications 5+ years of experience as a Business Analyst, preferably in a CRM/Salesforce environment. Strong understanding of Salesforce capabilities, data models, and security frameworks. Experience writing user stories, process flows, and functional specifications. Basic understanding of Salesforce automation tools (Flow, Process Builder, Approval Processes). Experience with Agile/Scrum methodologies. Excellent communication, problem-solving, and stakeholder management skills. Good exposure to Healthcare Industry Nice to have Salesforce Administrator or Business Analyst Certification Working at Jade Global Talented people are drawn to world-class organizations that offer outstanding opportunities, and Jade Global is an employer of choice for individuals around the world. We invest in each employee’s personal and professional wellbeing because we understand that client success, as well as our ultimate success, starts with our employees. We seek to provide the benefits you need while standing behind you every step of the way. Our programs include health-related policies and leave donation policy.

Requirements

  • 5+ years of experience as a Business Analyst, preferably in a CRM/Salesforce environment.
  • Strong understanding of Salesforce capabilities, data models, and security frameworks.
  • Experience writing user stories, process flows, and functional specifications.
  • Basic understanding of Salesforce automation tools (Flow, Process Builder, Approval Processes).
  • Experience with Agile/Scrum methodologies.
  • Excellent communication, problem-solving, and stakeholder management skills.
  • Good exposure to Healthcare Industry

Nice To Haves

  • Salesforce Administrator or Business Analyst Certification

Responsibilities

  • Collaborate with business stakeholders to understand current processes, pain points, and desired outcomes.
  • Conduct interviews, workshops, and process mapping sessions to elicit clear and detailed requirements.
  • Document business requirements, functional specifications, and user stories.
  • Translate business needs into Salesforce configuration requirements.
  • Partner with Salesforce Admins/Developers to design scalable, robust, and user-friendly solutions.
  • Recommend best practices across Sales Cloud, Service Cloud, other salesforce products etc.
  • Assist in hands-on configuration where needed (fields, validation rules, flows, reports, dashboards, permission sets, etc.).
  • Support User Acceptance Testing (UAT): create test cases, coordinate testing, validate results.
  • Monitor platform performance and troubleshoot functional issues.
  • Act as the liaison between business teams and technical teams.
  • Work with project managers to define project scope, timelines, and deliverables.
  • Provide training, onboarding, and documentation for end users.

Benefits

  • health-related policies
  • leave donation policy
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