ABOUT THE ROLE
We are looking for a Salesforce Business Analyst to join a client-facing delivery team in a hands‑ons role bridging business stakeholders and technical delivery. This is a fully remote engagement open to candidates based in the US or Canada.
WHAT YOU'LL DO
Requirements & Discovery
- Lead requirements gathering sessions, workshops, and stakeholder interviews to understand business needs
- Document functional requirements, user stories, acceptance criteria, and process flows
- Analyze existing business processes and identify opportunities for improvement through Salesforce
- Maintain a clear backlog of requirements and keep stakeholders aligned on priorities
Solution Design & Delivery
- Partner with architects and developers to translate requirements into Salesforce solutions
- Configure Salesforce where appropriate, including flows, validation rules, page layouts, reports, and dashboards
- Support solution design decisions with clear rationale grounded in business and platform considerations
- Participate in design reviews and help maintain delivery standards across the team
Stakeholder & Delivery Support
- Act as the main point of contact between business stakeholders and the delivery team
- Support UAT planning, test case creation, and defect triage
- Contribute to training materials, user guides, and rollout activities
- Document decisions, processes, and solution designs so knowledge stays with the team
WHAT WE'RE LOOKING FOR
Must‑Have
- 3+ years of experience as a Business Analyst with a strong focus on Salesforce
- Hands‑on experience with Salesforce Sales Cloud and Service Cloud
- Strong requirements gathering, process mapping, and documentation skills
- Comfortable with Salesforce declarative configuration (flows, validation rules, reports, dashboards, page layouts)
- Must be based in the US or Canada
- Strong written and verbal communication skills
Functional Depth
- Requirements gathering techniques, user story writing, and acceptance criteria definition
- Process mapping using BPMN, flowcharts, or similar notation
- Sales Cloud and/or Service Cloud functional knowledge (lead/opportunity/case lifecycle, automation, reporting)
- Familiarity with Salesforce data model, security model, and sharing
- Experience supporting UAT cycles and managing defect resolution
NICE TO HAVE
- Salesforce Administrator certification
- Salesforce Business Analyst certification
- Experience working within consulting or client-facing delivery environments
- Exposure to Agile delivery and tools like Jira or Azure DevOps
- Experience on projects involving integrations, data migration, or Marketing Cloud / CPQ
WHAT SETS YOU APART
- A track record of running effective discovery and leaving projects with clear, usable documentation
- Ability to work independently while contributing positively to a collaborative team environment
- Clear communication skills and comfort working directly with business and technical stakeholders
- A delivery-oriented mindset with attention to quality and detail