Sr Business Analyst

Jade GlobalNorth Wales, PA
8h

About The Position

Sr Business Analyst1 Key Responsibilities Act as a primary liaison between business users and technical teams for Salesforce Sales Cloud and Service Cloud initiatives Lead requirement gathering sessions , stakeholder interviews, and discovery workshops Analyze and document business processes, system flows, and functional requirements Translate business requirements into: User stories Functional specifications Process diagrams (as-is / to-be) Provide functional expertise across: Leads, Accounts, Contacts, Opportunities Case Management, Omni-Channel, Service Console Entitlements, SLAs, Knowledge, Email-to-Case Support solution design leveraging Salesforce out-of-the-box capabilities Work closely with architects and developers to ensure functional accuracy and feasibility Participate in UAT planning, execution, and defect triage Assist with data migration, integrations, and reporting requirements Support release planning, change management, and production deployments Create and maintain documentation such as: BRDs / FRDs User stories Solution design inputs Training and user guides

Requirements

  • Strong hands-on experience with Salesforce Sales Cloud and Service Cloud
  • Deep understanding of: Sales lifecycle and CRM processes Service workflows and customer support processes
  • Experience with Salesforce configuration concepts: Objects, fields, validation rules Flows, page layouts, record types Reports and dashboards
  • Proven experience as a Business Systems Analyst in Salesforce implementations
  • Strong analytical and problem-solving skills
  • Ability to manage multiple stakeholders and priorities
  • Experience working in Agile / Scrum environments
  • Excellent verbal and written communication skills
  • Ability to present solutions clearly to both business and technical audiences
  • Strong documentation and storytelling skills

Nice To Haves

  • Experience with Salesforce integrations (REST/SOAP, MuleSoft, middleware)
  • Exposure to Experience Cloud or Digital Engagement
  • Salesforce certifications (Admin, Service Cloud Consultant, Sales Cloud Consultant)
  • Experience in large-scale or multi-org Salesforce implementations

Responsibilities

  • Act as a primary liaison between business users and technical teams for Salesforce Sales Cloud and Service Cloud initiatives
  • Lead requirement gathering sessions , stakeholder interviews, and discovery workshops
  • Analyze and document business processes, system flows, and functional requirements
  • Translate business requirements into: User stories Functional specifications Process diagrams (as-is / to-be)
  • Provide functional expertise across: Leads, Accounts, Contacts, Opportunities Case Management, Omni-Channel, Service Console Entitlements, SLAs, Knowledge, Email-to-Case
  • Support solution design leveraging Salesforce out-of-the-box capabilities
  • Work closely with architects and developers to ensure functional accuracy and feasibility
  • Participate in UAT planning, execution, and defect triage
  • Assist with data migration, integrations, and reporting requirements
  • Support release planning, change management, and production deployments
  • Create and maintain documentation such as: BRDs / FRDs User stories Solution design inputs Training and user guides
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