Salesforce Business Analyst
Compunnel, Inc., Woodland, CA, United States
The Salesforce Business Analyst is responsible for bridging the gap between business stakeholders and technical teams by translating business needs into actionable Salesforce requirements. This role supports Agile delivery by gathering requirements, creating user stories, and ensuring solutions align with business objectives while delivering measurable value.
Key Responsibilities
Work closely with business stakeholders to elicit, analyze, and document requirements for Salesforce initiatives
Translate business needs into functional requirements, user stories, acceptance criteria, and process flows
Develop and maintain documentation such as BRDs, FRDs, workflows, and requirement traceability matrices
Perform impact analysis for enhancements, defects, and change requests
Collaborate with Salesforce developers, administrators, and architects to ensure accurate implementation of requirements
Provide functional guidance on Salesforce features including objects, fields, workflows/flows, validations, reports, and dashboards
Participate in User Acceptance Testing (UAT), including test scenario creation, coordination, and validation of delivered solutions
Support release readiness and post-deployment validation activities
Participate in Agile/Scrum ceremonies including backlog grooming, sprint planning, reviews, and retrospectives
Partner with Product Owners to prioritize backlog items and ensure readiness of user stories
Act as a liaison between business and technical teams to ensure effective communication and alignment
Facilitate workshops, requirement walkthroughs, and stakeholder review sessions
Communicate progress, risks, and dependencies to project and delivery leadership
Manage stakeholder expectations and ensure proper documentation and communication of changes
Required Qualifications
5+ years of experience as a Business Analyst, preferably in CRM or Salesforce environments
Strong understanding of Salesforce concepts including data models, security, automation, reports, and dashboards
Hands‑on experience writing user stories and acceptance criteria in Agile environments
Proficiency with Agile tools such as Jira, Confluence, or similar platforms
Strong analytical, problem‑solving, and documentation skills
Excellent verbal and written communication skills
Proven ability to work with cross‑functional teams and multiple stakeholders
Ability to translate complex technical concepts into clear business language
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Key Responsibilities
Work closely with business stakeholders to elicit, analyze, and document requirements for Salesforce initiatives
Translate business needs into functional requirements, user stories, acceptance criteria, and process flows
Develop and maintain documentation such as BRDs, FRDs, workflows, and requirement traceability matrices
Perform impact analysis for enhancements, defects, and change requests
Collaborate with Salesforce developers, administrators, and architects to ensure accurate implementation of requirements
Provide functional guidance on Salesforce features including objects, fields, workflows/flows, validations, reports, and dashboards
Participate in User Acceptance Testing (UAT), including test scenario creation, coordination, and validation of delivered solutions
Support release readiness and post-deployment validation activities
Participate in Agile/Scrum ceremonies including backlog grooming, sprint planning, reviews, and retrospectives
Partner with Product Owners to prioritize backlog items and ensure readiness of user stories
Act as a liaison between business and technical teams to ensure effective communication and alignment
Facilitate workshops, requirement walkthroughs, and stakeholder review sessions
Communicate progress, risks, and dependencies to project and delivery leadership
Manage stakeholder expectations and ensure proper documentation and communication of changes
Required Qualifications
5+ years of experience as a Business Analyst, preferably in CRM or Salesforce environments
Strong understanding of Salesforce concepts including data models, security, automation, reports, and dashboards
Hands‑on experience writing user stories and acceptance criteria in Agile environments
Proficiency with Agile tools such as Jira, Confluence, or similar platforms
Strong analytical, problem‑solving, and documentation skills
Excellent verbal and written communication skills
Proven ability to work with cross‑functional teams and multiple stakeholders
Ability to translate complex technical concepts into clear business language
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