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Salesforce Workflow Analyst

JSM Consulting, Albany, New York, United States

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Overview We are seeking a Salesforce Workflow Analyst to support the New York State Department of Labor (NYSDOL). The Analyst will analyze, design, and document Salesforce-based case management workflows for Unemployment Insurance (UI) investigations. This role involves creating technical design documentation for a Case Management Solution (CMS) based on requirements from the Office of Special Investigations (OSI). The Analyst will collaborate with program staff, investigators, IT teams, and stakeholders to translate investigative, regulatory, and operational requirements into compliant, efficient, and scalable system solutions.

Responsibilities

Gather and document business and technical requirements

Develop functional and technical specifications

Translate statutory and regulatory requirements into system workflows

Design and support Salesforce case management workflows

Document case lifecycle, routing, automation, and status tracking

Ensure workflows are configurable and aligned with program needs

Develop workflows for civil law enforcement investigations, audits, and misconduct cases

Support evidence tracking, task sequencing, escalation, and auditability

Support criminal investigative workflows (as applicable)

Ensure compliance with federal and state UI regulations

Design workflows that enforce confidentiality and data protection requirements

Support integration of data analytic systems (e.g., Splunk)

Incorporate analytics outputs into investigative workflows

Collaborate with NYSDOL program, investigative, and IT staff

Provide timely and responsive communication and support

Qualifications

Minimum 5 years experience gathering requirements and drafting technical specifications

Minimum 5 years experience developing workflows in Salesforce

Completion of at least 3 projects involving:

Investigative workflows

Statutory and regulatory compliance, including confidentiality requirements

Integration with data analytic systems

Preferred Experience

Knowledge of USDOL and UI confidentiality regulations

Experience supporting public-sector investigative systems

Professional Expectations

Ability to work in highly regulated environments

Strong written and verbal communication skills

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