Salesforce Business Systems Analyst (BSA)

American IT Systems•Sunnyvale, CA

About The Position

The Salesforce Business Systems Analyst facilitates discovery with stakeholders and translates business needs into delivery-ready requirements for Salesforce initiatives, with a strong focus on Salesforce CPQ. The role documents business, functional, and non-functional requirements; defines scope, assumptions, dependencies, and business rules; and creates and refines epics, features, and user stories with clear acceptance criteria. The analyst maps current- and future-state processes, identifies gaps, and recommends practical Salesforce-enabled improvements. They collaborate with architects and developers to validate feasibility and clarify design trade-offs, and capture data definitions, integration needs, ownership, and exception scenarios. The role also supports testing and adoption activities, including UAT preparation, defect triage, demonstrations, training inputs, and release readiness, while coordinating stakeholders across US and Bangalore teams. Expected deliverables include a requirements pack, prioritized delivery backlog, process models, requirements traceability, and UAT support materials.

Requirements

  • Business analysis experience on Salesforce implementations, enhancements, or managed capacity engagements.
  • Strong user story, acceptance criteria, process mapping, and requirements traceability skills.
  • Working knowledge of Salesforce capabilities, data model, security concepts, automation, and integration terminology.
  • Salesforce CPQ business analysis experience, including product catalog and bundle requirements, guided selling, pricing and discount rules, approvals, quote templates, amendments, renewals, contracting handoffs, exception scenarios, and CPQ-focused user stories and acceptance criteria.
  • Ability to facilitate diverse stakeholders, resolve ambiguity, and convert business language into delivery-ready detail.
  • Experience with Agile delivery, backlog refinement, sprint ceremonies, UAT, and defect triage.
  • Strong documentation, presentation, negotiation, and written and verbal communication skills.

Nice To Haves

  • Experience in medical device, life sciences, healthcare, or another regulated environment.
  • Exposure to Sales Cloud, Service Cloud, Experience Cloud, and/or Life Sciences Cloud.
  • Familiarity with Jira or Azure DevOps, Confluence or SharePoint, process modeling tools, and test management practices.
  • Salesforce Administrator, Business Analyst, or relevant Agile/business analysis certification.

Responsibilities

  • Facilitate interviews and workshops to understand current processes, pain points, controls, data, and desired outcomes.
  • Document business, functional, and non-functional requirements, including scope, assumptions, dependencies, and business rules.
  • Elicit and document Salesforce CPQ requirements for products, bundles, configuration rules, pricing, discounts, approvals, quote outputs, amendments, renewals, and handoffs to contracting, order, and billing processes.
  • Create and refine epics, features, and user stories with clear acceptance criteria and testable outcomes.
  • Map current- and future-state processes, identify gaps, and recommend pragmatic Salesforce-enabled improvements.
  • Work with architects and developers to validate feasibility, clarify intent, and evaluate design trade-offs.
  • Capture data definitions, source and target needs, interface requirements, ownership, and exception scenarios.
  • Support test planning, UAT preparation, defect triage, demonstrations, training inputs, and release readiness.
  • Maintain decision logs, action items, requirements traceability, and timely communication across US and Bangalore teams.
  • Provide expected deliverables including a requirements pack, prioritized delivery backlog, process models, traceability materials, and UAT support.
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