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Business Analyst with Salesforce experience

Diverse Lynx, Dallas, TX, United States


Overview Role:

Business Analyst with Salesforce experience

Location:

Strongsville, OH / Phoenix, AZ / Dallas, TX / Pittsburgh, PA

Duration:

Fulltime Role

Must Have Technical/Functional Skills

Hands-on Salesforce experience (configuration, customization, reporting).

Strong understanding of CRM processes, Salesforce Sales Cloud, and Service Cloud.

Familiarity with Agile methodologies and tools like Jira or Confluence.

Excellent communication and stakeholder management skills.

Knowledge of data visualization tools (Tableau, Power BI).

Exposure to integration tools (MuleSoft, Informatica).

Roles & Responsibilities

Requirements Gathering & Analysis

Collaborate with stakeholders to understand business needs and translate them into functional and technical requirements.

Document AS-IS and TO-BE business process flows.

Salesforce Solution Design

Configure and customize Salesforce features (objects, fields, workflows, reports, dashboards).

Recommend best practices for Salesforce usage and optimization.

Project Execution

Support end-to-end project lifecycle: requirement gathering, UAT, deployment, and post-implementation support.

Coordinate and lead User Acceptance Testing (UAT) and defect tracking.

Stakeholder Communication

Act as a bridge between business teams and Salesforce developers/administrators.

Prepare and present status reports and solution documentation.

Data & Process Management

Perform data analysis and ensure data integrity within Salesforce.

Identify opportunities for process improvement and automation.

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

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