Salesforce Senior Business Consultant
About The Position
Perficient is hiring a Senior Salesforce Business Analyst to join our Salesforce Support Team. We are seeking a meticulous, proactive, and strong communicator who can support the ongoing health and optimization of our Salesforce ecosystem. This team is composed of onshore, near-shore, and offshore resources working collaboratively to deliver high-quality support and enhancements. This role requires close partnership with both technical teams and business stakeholders and will be based in Irvine, California, with an expectation to be onsite four days per week. About Perficient Perficient is the global AI and technology consulting firm disrupting the traditional consulting model. Powered by our 7,000+ advisors, engineers, and designers, Perficient implements AI-first solutions that break conventions and deliver outcomes that matter. Proudly serving clients that represent the world’s most innovative brands, and in collaboration with our powerful technology partner ecosystem, we bring deep industry expertise and data-driven design to redefine how businesses run and succeed. Perficient is different. For real. Learn more at perficient.com.
Requirements
- Salesforce Expertise: Minimum of 4 years of hands-on experience with Salesforce CRM, specifically Sales Cloud.
- Security Savvy: A robust understanding of the Salesforce security structure (Roles, Profiles, Permission Sets, and Sharing Rules).
- Communication Excellence: Exceptional oral and written communication skills; ability to coordinate effectively across time zones.
- Methodical & Detailed: Must be thorough, highly detailed, and able to multi-task in a fast-paced support environment.
- Documentation: Proven experience writing user stories, process flows and creating training manuals.
Nice To Haves
- Global Team Experience: Prior experience working within a model that includes offshore or near-shore technical resources.
- Agile Proficiency: Experience working in an Agile environment (Scrum/Kanban) and using Jira for ticket management.
- Extended Salesforce Knowledge: Experience or familiarity with Experience Cloud or Field Service Lightning (FSL).
- Certification: Active Salesforce Certified Business Analyst or Administrator certification.
Responsibilities
- Global Collaboration: Act as the primary liaison between US-based users and a global support team (onshore, near-shore, and offshore) to ensure seamless delivery of fixes and enhancements.
- Support & Maintenance: Triage incoming issues from US users, identify root causes for bugs, and define requirements for minor system optimizations.
- Requirements Engineering: Elicit and document business needs into clear User Stories, functional requirements, and Acceptance Criteria.
- Testing & Quality Assurance: Lead User Acceptance Testing (UAT) sessions with local stakeholders. Due to the global nature of the team, this role requires flexibility for occasional early morning or late evening shifts to perform smoke testing during deployment windows.
- Reporting: Design / build reports/dashboards to meet end user requests / requirements
- Training: Create high-quality process flows (current state vs future state) and training documentation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
