Ness Digital Engineering
Salesforce Business Analyst (Onshore)
Ness Digital Engineering, New York, New York, us, 10261
Why Ness?
We know that people are our greatest asset. Our staff’s professionalism, innovation, teamwork, and dedication to excellence have helped us become one of the world’s leading technology companies. It is these qualities that are vital to our continued success. As a Ness employee you will be working on products and platforms for some of the most innovative software companies in the world.
You’ll gain knowledge working alongside other highly skilled professionals that will help accelerate your career progression. You will also benefit from an array of advantages such as access to trainings and certifications, bonuses, social‑inclusion activities and attractive compensation.
Overview We are seeking an experienced
Salesforce Business Analyst
with strong functional expertise in
Sales Cloud, Service Cloud, Experience Cloud
and
Flows , along with hands‑on experience supporting
Private Equity (PE) firms or portfolio company ecosystems . The role requires deep skills in business analysis, product ownership support, process optimisation, documentation and cross‑functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution and ensure high‑quality delivery of Salesforce enhancements.
Business Analysis & Requirements
Lead requirements gathering sessions with investment teams, portfolio operations, finance and cross‑functional business stakeholders.
Translate business needs into detailed
user stories ,
acceptance criteria
and
functional specifications
using tools such as
JIRA .
Document
As‑Is and To‑Be process flows , data models and system touchpoints using
Confluence
or similar documentation platforms.
Maintain and groom the
product backlog , ensuring alignment with business priorities and overall
roadmap .
Conduct impact assessments and feasibility studies for new features and enhancements.
Salesforce Functional Expertise
Recommend scalable Salesforce solutions that leverage
Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes
and platform automation features.
Ensure solutions adhere to Salesforce best practices, platform governance and architectural guidelines.
Support developers and architects by clarifying requirements and validating solution designs.
Solution Delivery
Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented.
Develop
UAT plans , create test scenarios, coordinate UAT cycles with business users and track issues to closure.
Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained.
Conduct end‑user
training sessions , create training materials and support onboarding for internal users and portfolio company teams.
Data & Reporting
Support data mapping, data harmonisation, migration activities and validation—particularly for multi‑org or multi‑portfolio reporting needs.
Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring and operational insights.
Stakeholder & Project Management
Act as the bridge between business users and the Salesforce technical team.
Facilitate cross‑functional alignment, ensuring prioritisation and dependencies are clearly understood.
Provide transparent communication on progress, risks and changes.
Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments.
Required Skills & Qualifications
5–9 years of Business Analyst experience, with at least
3+ years on Salesforce projects .
Experience working with
Private Equity , portfolio companies, asset management or financial services environments.
Strong knowledge of Salesforce
Sales Cloud, Service Cloud
and
Flows .
Hands‑on experience with
JIRA ,
Confluence , backlog management and roadmap planning.
Strong abilities in process documentation, data modelling and writing user stories.
Understanding of the Salesforce security model, permission sets, record access and governance.
Experience managing
UAT , defect triage and user training.
Strong communication, analytical and stakeholder management skills.
Familiarity with data migration tools (Data Loader) and integrations (API concepts).
Preferred Qualifications
Salesforce Administrator certification (mandatory) .
Salesforce
Sales Cloud
or
Service Cloud Consultant certifications
(preferred).
Experience handling multi‑org data flows, portfolio reporting processes or deal lifecycle automation.
Exposure to Experience Cloud and external stakeholder portal use cases.
Soft Skills
Ability to work with senior stakeholders in fast‑paced investment and PE operations environments.
Strong documentation discipline and structured thinking.
Ability to drive clarity, facilitate workshops and influence decisions.
Detail‑oriented, proactive, and comfortable managing parallel priorities.
Why Ness?
We offer our employees exciting and challenging projects across a diverse range of industries, and the opportunity to collaborate with a group of forward‑thinking, capable partners around the globe.
Discover Ness Digital Engineering by visiting
www.ness.com .
At Ness Digital Engineering we are committed to building a work culture that values diversification, inclusion and authenticity. We recognise that individuals from under‑represented groups may be less likely to apply unless they meet every single qualification. If this role sounds good to you, even if you don’t meet every single bullet point in the job description, we encourage you to apply anyway. We have found roles that are a very good fit with many of the skills of our candidates.
Let’s meet and you may just be the right candidate for one of our roles. #J-18808-Ljbffr
You’ll gain knowledge working alongside other highly skilled professionals that will help accelerate your career progression. You will also benefit from an array of advantages such as access to trainings and certifications, bonuses, social‑inclusion activities and attractive compensation.
Overview We are seeking an experienced
Salesforce Business Analyst
with strong functional expertise in
Sales Cloud, Service Cloud, Experience Cloud
and
Flows , along with hands‑on experience supporting
Private Equity (PE) firms or portfolio company ecosystems . The role requires deep skills in business analysis, product ownership support, process optimisation, documentation and cross‑functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution and ensure high‑quality delivery of Salesforce enhancements.
Business Analysis & Requirements
Lead requirements gathering sessions with investment teams, portfolio operations, finance and cross‑functional business stakeholders.
Translate business needs into detailed
user stories ,
acceptance criteria
and
functional specifications
using tools such as
JIRA .
Document
As‑Is and To‑Be process flows , data models and system touchpoints using
Confluence
or similar documentation platforms.
Maintain and groom the
product backlog , ensuring alignment with business priorities and overall
roadmap .
Conduct impact assessments and feasibility studies for new features and enhancements.
Salesforce Functional Expertise
Recommend scalable Salesforce solutions that leverage
Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes
and platform automation features.
Ensure solutions adhere to Salesforce best practices, platform governance and architectural guidelines.
Support developers and architects by clarifying requirements and validating solution designs.
Solution Delivery
Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented.
Develop
UAT plans , create test scenarios, coordinate UAT cycles with business users and track issues to closure.
Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained.
Conduct end‑user
training sessions , create training materials and support onboarding for internal users and portfolio company teams.
Data & Reporting
Support data mapping, data harmonisation, migration activities and validation—particularly for multi‑org or multi‑portfolio reporting needs.
Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring and operational insights.
Stakeholder & Project Management
Act as the bridge between business users and the Salesforce technical team.
Facilitate cross‑functional alignment, ensuring prioritisation and dependencies are clearly understood.
Provide transparent communication on progress, risks and changes.
Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments.
Required Skills & Qualifications
5–9 years of Business Analyst experience, with at least
3+ years on Salesforce projects .
Experience working with
Private Equity , portfolio companies, asset management or financial services environments.
Strong knowledge of Salesforce
Sales Cloud, Service Cloud
and
Flows .
Hands‑on experience with
JIRA ,
Confluence , backlog management and roadmap planning.
Strong abilities in process documentation, data modelling and writing user stories.
Understanding of the Salesforce security model, permission sets, record access and governance.
Experience managing
UAT , defect triage and user training.
Strong communication, analytical and stakeholder management skills.
Familiarity with data migration tools (Data Loader) and integrations (API concepts).
Preferred Qualifications
Salesforce Administrator certification (mandatory) .
Salesforce
Sales Cloud
or
Service Cloud Consultant certifications
(preferred).
Experience handling multi‑org data flows, portfolio reporting processes or deal lifecycle automation.
Exposure to Experience Cloud and external stakeholder portal use cases.
Soft Skills
Ability to work with senior stakeholders in fast‑paced investment and PE operations environments.
Strong documentation discipline and structured thinking.
Ability to drive clarity, facilitate workshops and influence decisions.
Detail‑oriented, proactive, and comfortable managing parallel priorities.
Why Ness?
We offer our employees exciting and challenging projects across a diverse range of industries, and the opportunity to collaborate with a group of forward‑thinking, capable partners around the globe.
Discover Ness Digital Engineering by visiting
www.ness.com .
At Ness Digital Engineering we are committed to building a work culture that values diversification, inclusion and authenticity. We recognise that individuals from under‑represented groups may be less likely to apply unless they meet every single qualification. If this role sounds good to you, even if you don’t meet every single bullet point in the job description, we encourage you to apply anyway. We have found roles that are a very good fit with many of the skills of our candidates.
Let’s meet and you may just be the right candidate for one of our roles. #J-18808-Ljbffr