Salesforce Business Analyst in United States at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Salesforce Business Analyst in United States.

This role sits at the intersection of business operations and technology, supporting a modern Salesforce CRM environment within a fast-evolving financial services organization. The Salesforce Business Analyst plays a key role in translating business needs into scalable, well-structured Salesforce solutions that enhance user experience and operational efficiency. Working closely with stakeholders, product owners, developers, and offshore teams, this position drives discovery, requirement gathering, and delivery coordination across multiple enhancement streams. The environment is collaborative and agile, with shifting priorities that require adaptability, curiosity, and strong communication skills. This role offers exposure to end-to-end CRM delivery, from ideation through release and adoption. It is ideal for someone looking to deepen their Salesforce expertise while contributing to meaningful business transformation.

• Lead discovery sessions with business stakeholders to understand processes, pain points, and desired future-state workflows.
• Elicit, document, and validate business and functional requirements through user stories, process flows, acceptance criteria, and specifications.
• Serve as a key liaison between business and technical teams, managing scope, priorities, and expectations across Salesforce initiatives.
• Maintain and prioritize the delivery backlog, ensuring clarity, readiness, and alignment with business needs.
• Translate requirements into Salesforce solutions using configuration tools such as objects, fields, flows, validation rules, approval processes, and reporting features.
• Collaborate with developers and architects to define and support scalable solutions, including integrations and more complex technical designs when needed.
• Coordinate end-to-end delivery activities, including sprint planning support, dependency tracking, and cross-functional communication.
• Drive user acceptance testing (UAT), including test script creation, execution coordination, issue triage, and validation of fixes.
• Support release management activities such as documentation, release notes, and user communications.
• Assist with data mapping, integration requirements, and data quality initiatives across CRM workflows.
• Provide production support (Level 3), including troubleshooting, root cause analysis, and issue resolution coordination.
• Create and maintain documentation, SOPs, and training materials to support adoption and operational consistency.

• Bachelor’s degree or equivalent professional experience.
• 3–4+ years of experience as a Salesforce Business Analyst, BA/Admin hybrid, or similar CRM-focused role.
• Strong hands-on knowledge of Salesforce capabilities, including data model configuration, flows, validation rules, security concepts, and reporting tools.
• Experience working in Agile/Scrum environments using tools such as JIRA and Confluence.
• Ability to translate complex business needs into clear user stories, functional requirements, and acceptance criteria.
• Familiarity with release and deployment tools such as Git, Bitbucket/GitHub, Salesforce CLI, or change sets.
• Strong analytical and problem-solving skills with high attention to detail and a proactive mindset.
• Excellent communication skills with the ability to engage both technical and non-technical stakeholders.
• Preferred: experience in financial services, wealth management, or related regulated industries.
• Preferred: exposure to Salesforce Financial Services Cloud, integration concepts (APIs, middleware), or analytics tools such as Tableau CRM.
• Salesforce certifications (Administrator, Business Analyst, or Platform App Builder) are a plus.

• Competitive compensation aligned with experience
• Opportunity to work in a fast-growing, Salesforce-driven technology environment
• Exposure to end-to-end CRM delivery, including business analysis, configuration, and release processes
• Career growth opportunities within Salesforce ecosystem and broader digital transformation initiatives
• Collaborative, agile work culture with cross-functional teams
• Potential access to certification and professional development support
• Inclusive and equal-opportunity workplace environment