Salesforce Business Analyst
NYC, NY - Hybrid
12 Months Contract
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 user stories, 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 modelling, 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 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.
NYC, NY - Hybrid
12 Months Contract
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 user stories, 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 modelling, 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 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.