Salesforce Functional Business Analyst – CRM & Marketing Content
About The Position
TruSummit Solutions is seeking an experienced functional Salesforce Business Analyst to support CRM initiatives for an organization in the pharmaceutical and life sciences industry. The role partners with the Marketing Content Product Owner, business stakeholders, and technical delivery teams to translate business needs into actionable requirements, prioritize work, and ensure deliverables are appropriately scoped and sized for Agile sprint cycles. The ideal candidate has strong functional Salesforce knowledge, hands-on business analysis experience, and an understanding of marketing processes and content workflows. The position requires direct stakeholder collaboration, management of competing priorities, and the ability to bridge business objectives and technical execution. This is a remote/telecommute position. The analyst gathers and documents requirements, translates needs into user stories and acceptance criteria, evaluates processes, and recommends Salesforce-based improvements. They collaborate with the Product Owner and delivery teams on backlog prioritization, sprint planning, estimation, dependencies, testing, and validation. The role also supports marketing content and CRM capabilities, communicates progress and risks, and ensures solutions align with business goals, organizational standards, and applicable pharmaceutical industry compliance requirements.
Requirements
- At least 5 years of experience in a functional Business Analyst, Salesforce Business Analyst, or similar CRM-focused role.
- Strong hands-on functional knowledge of Salesforce CRM, including core capabilities, workflows, configurations, and business applications.
- Experience gathering business requirements, writing user stories, and defining acceptance criteria.
- Ability to collaborate with business stakeholders and Product Owners to prioritize and manage Agile backlogs.
- Experience breaking down and sizing business requirements into manageable work items suitable for sprint delivery.
- Strong understanding of Agile/Scrum methodologies, sprint planning, backlog refinement, and iterative software delivery.
- Experience supporting marketing-related business processes, content workflows, or CRM-driven marketing initiatives.
- Ability to communicate effectively with technical and nontechnical stakeholders.
- Strong analytical, problem-solving, organizational, and documentation skills.
- Experience supporting UAT, functional testing, and release readiness activities.
- Must be authorized to work in the United States.
Nice To Haves
- Experience in the pharmaceutical, life sciences, or healthcare industry.
- Familiarity with Salesforce Marketing Cloud, Salesforce Data Cloud/Data 360, or other Salesforce marketing-related capabilities.
- Experience with Veeva or other CRM platforms used within regulated industries.
- Knowledge of marketing content management, campaign workflows, customer engagement, and commercial operations.
- Experience using Jira, Azure DevOps, or similar Agile project management tools.
- Salesforce certifications, such as Salesforce Certified Business Analyst or Salesforce Administrator.
- Familiarity with data governance, privacy, and regulatory compliance requirements within pharmaceutical environments.
Responsibilities
- Partner with the Marketing Content Product Owner and business stakeholders to understand business objectives, challenges, and priorities.
- Gather, analyze, and document functional business requirements for Salesforce CRM enhancements and marketing initiatives.
- Translate business needs into clear user stories, acceptance criteria, and actionable development requirements.
- Facilitate stakeholder discussions to clarify requirements, identify dependencies, and align expectations.
- Evaluate existing business processes and recommend improvements that leverage Salesforce capabilities.
- Collaborate with the Product Owner to maintain, refine, and prioritize the product backlog based on business value and delivery capacity.
- Break down complex requirements into user stories appropriately sized for Agile sprint cycles.
- Participate in backlog grooming, sprint planning, daily standups, sprint reviews, and retrospectives.
- Work with development teams to support story estimation, identify dependencies, and clarify functional requirements.
- Balance competing business priorities while supporting realistic sprint commitments and delivery expectations.
- Support testing, user acceptance testing (UAT), and validation of completed functionality.
- Apply Salesforce functional knowledge to assess business requirements and recommend practical, scalable solutions.
- Partner with Salesforce administrators, developers, and solution architects to ensure requirements are technically feasible and aligned with platform best practices.
- Identify opportunities to improve CRM processes, automation, data quality, and user experience.
- Support Salesforce enhancements and integrations across the broader CRM ecosystem.
- Support the Marketing Content Product Owner in delivering capabilities that improve marketing operations, content workflows, and customer engagement.
- Collaborate with marketing and cross-functional teams to understand content management processes, campaign needs, and related CRM requirements.
- Translate marketing business needs into Salesforce functional requirements and prioritized deliverables.
- Ensure solutions align with business goals, organizational standards, and applicable pharmaceutical industry compliance requirements.
- Communicate project progress, risks, dependencies, and decisions to business and technical stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
