Ness Group
Location: New York, NY, United States
Date Created: Dec 17, 2025
Requisition ID: 7494
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'll also benefit from an array of advantages like access to trainings and certifications, bonuses, and aids, socializing 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 optimization, documentation, and cross‑functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution, and ensure high‑quality delivery of Salesforce enhancements. Key Responsibilities
Business Analysis & Requirements
Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross‑functional business stakeholders. Translate business needs into detailed ,
acceptance criteria , and
functional specifications
using tools like
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 leveraging
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 harmonization, 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 prioritization 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 modeling, and writing user stories. Understanding of 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
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 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. At Ness, we treat our values of rigor, innovation, and partnership with the highest priority, and they are placed at the very core of our business — to guide us through our daily operations and interactions with our customers. We offer our employees exciting and challenging projects across a diverse range of industries, as well as the opportunity to collaborate with a group of forward‑thinking, capable partners around the globe.
#J-18808-Ljbffr
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 optimization, documentation, and cross‑functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution, and ensure high‑quality delivery of Salesforce enhancements. Key Responsibilities
Business Analysis & Requirements
Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross‑functional business stakeholders. Translate business needs into detailed ,
acceptance criteria , and
functional specifications
using tools like
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 leveraging
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 harmonization, 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 prioritization 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 modeling, and writing user stories. Understanding of 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
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 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. At Ness, we treat our values of rigor, innovation, and partnership with the highest priority, and they are placed at the very core of our business — to guide us through our daily operations and interactions with our customers. We offer our employees exciting and challenging projects across a diverse range of industries, as well as the opportunity to collaborate with a group of forward‑thinking, capable partners around the globe.
#J-18808-Ljbffr