Salesforce Business Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in a related field or equivalent experience.
• Salesforce Administrator certification required.
• 5+ years of experience with Salesforce or comparable CRM platforms in an administrative, business analysis, or systems role.
• Strong experience with Salesforce configuration, including users, permissions, reporting, and automation tools.
• Demonstrated experience gathering and translating business requirements into scalable system solutions.
• Experience balancing user needs with data governance, system scalability, and long-term platform health.
• Experience facilitating cross-functional discussions and working with stakeholders at multiple organizational levels.
• Demonstrated ability to manage small to mid-sized initiatives and balance multiple priorities.
• Strong documentation skills, including process flows, requirements documentation, and user guides.
• Strong problem-solving, organizational, and communication skills.
• Ability to work collaboratively and manage competing priorities.

Nice To Haves

• Additional Salesforce certifications (e.g., Salesforce Business Analyst, Data Cloud Consultant, Service Cloud Consultant, or similar).
• Experience with Salesforce Data Cloud (Data 360), including data integration, segmentation, or identity resolution concepts.
• Experience with AI-enabled Salesforce capabilities (e.g., Agentforce, Einstein) or similar tools, including automation or prompt-driven workflows.
• Experience working with enterprise Salesforce managed packages for associations (e.g., Fonteva or similar).
• Experience using AI-powered tools to support research, documentation, or process analysis while maintaining data security standards.
• Familiarity with data integration concepts, APIs, or connected systems.
• Interest in continuing to develop technical expertise and grow within a Salesforce/IT career path.

Responsibilities

• Perform day-to-day Salesforce administration, including user setup, permissions, roles, profiles, reports, dashboards, and system configuration.
• Serve as a steward of the Salesforce platform, ensuring configurations, data structures, automation, and security (including Salesforce Shield) align with governance standards and long-term sustainability.
• Provide user support, troubleshoot issues, and maintain system performance, escalating issues as needed.
• Evaluate enhancement requests and translate business needs into scalable Salesforce solutions aligned with platform capabilities and enterprise priorities.
• Serve as a business analyst and, when appropriate, project lead for Salesforce initiatives, including discovery, requirements definition, solution design, and stakeholder alignment.
• Lead user acceptance testing (UAT), including test planning, script development, coordination, and stakeholder sign-off.
• Support system releases, updates, and ongoing maintenance.
• Analyze business processes and identify opportunities to improve efficiency, scalability, and user experience.
• Design, build, and maintain automated workflows using Salesforce Flow and other native tools, following best practices and ensuring long-term maintainability.
• Leverage AI-enabled capabilities, including Agentforce agents, to streamline operations and enhance service delivery.
• Design AI-driven workflows, prompts, and actions that interact with Salesforce data and processes.
• Identify and implement automation and AI use cases while adhering to governance, privacy, and security standards.
• Monitor and optimize workflows to ensure performance, reliability, and usability.
• Support data management practices, including data quality, consistency, and governance across Salesforce and integrated systems.
• Contribute to the use of Salesforce Data Cloud (Data 360) for data integration, unification, segmentation, and reporting.
• Partner with stakeholders to define requirements and ensure systems support reporting, analytics, and business needs.
• Collaborate with technical teams and vendors to support integrations, data flows, and system enhancements.
• Maintain clear documentation, including process flows, requirements, and user guidance.
• Provide user support and manage incoming requests across Salesforce user groups.
• Develop and maintain documentation, including process flows, user guides, and FAQs.
• Design and deliver training tailored to stakeholder needs, supporting adoption of Salesforce features, automation, and AI capabilities.
• Promote standardized processes, data integrity, and governance best practices.
• Identify knowledge gaps and proactively develop resources to improve adoption and effectiveness.
• Stay current with Salesforce updates, emerging technologies, AI capabilities, and industry best practices.
• Identify opportunities for system and process improvement.
• Manage stakeholder expectations and recommend alternative solutions when requests fall outside scope or best practices.
• Use AI and modern tools responsibly to enhance productivity, documentation, and solution design.
• Perform other duties as assigned.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 401k