Salesforce BA
Stott and May, Atlanta, GA, United States
The Senior Business Analyst – Salesforce Implementation works in close partnership with the Enterprise Technology Partner, Solution Architects, and delivery teams to drive the next phases of the Salesforce programme — with a specific focus on embedding Salesforce within the Reference and Master Data framework.
This is a functionally cross-cutting role, spanning Operations, the Data Office, and Technology teams. The BA will be responsible for bridging business processes and data requirements with Salesforce's platform capabilities, ensuring that implementation decisions support the wider data strategy and enterprise architecture.
The role focuses on problem definition, process and data analysis, requirements specification, solution translation, and value realisation across Salesforce-related delivery — covering both in-flight programme work and on-demand enhancements.
This is a 6-month rolling engagement, fully remote - working on EST and will be paid at an hourly rate of $60-70/h w2 or $70-80/h C2C.
Key Responsibilities
Salesforce Programme & Functional Insight
Reference & Master Data Framework Alignment
Problem Definition & Opportunity Shaping
Requirements Elicitation & Specification
Translating Solution Designs into Backlog Work
Process & Journey Modelling
Cross-Team Collaboration & Delivery Support
AI-First & Best-Practice Mindset
Experience Needed
5+ years
as a Business Analyst, ideally in Insurance, Financial Services, or a data-intensive enterprise environment.
Demonstrable
hands-on experience with Salesforce implementations
— including requirements definition, solution shaping, and backlog delivery within Salesforce programmes.
Strong background in
data and information analysis
— including working with reference and master data frameworks, data models, lineage, and quality requirements.
Proven ability to work
across multiple stakeholder groups
(business, data, technology) in a cross-functional capacity.
Experience working within
Agile / iterative delivery models
(Scrum, Kanban, or Scaled Agile).
Exposure to insurance domains (underwriting, operations, claims, agency/MGA) is advantageous.
Requirements elicitation & specification:
user stories, acceptance criteria, process mapping, and traceability to outcomes.
Salesforce platform literacy:
working knowledge of Salesforce data model, object architecture, configuration patterns, and integration approaches (sufficient to challenge and validate designs).
Data analysis:
understanding of master and reference data concepts, data lineage, quality rules, and how Salesforce participates in enterprise data ecosystems.
Process modelling:
as-is/to-be process documentation, journey mapping, and upstream/downstream impact analysis.
Stakeholder engagement:
facilitation, communication, and the ability to work effectively across Operations, Data Office, and Technology.
Backlog management:
structuring and maintaining well-groomed backlogs in tools such as Jira or Azure DevOps.
Experience embedding Salesforce within a
reference or master data programme
or data governance initiative.
Familiarity with
Salesforce Sales Cloud, Service Cloud, or Financial Services Cloud
in an insurance or FS context.
Exposure to
AI/ML or GenAI use cases
within Salesforce or adjacent platforms.
Professional qualifications in business analysis (e.g., CBAP, BCS) or Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus.
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This is a functionally cross-cutting role, spanning Operations, the Data Office, and Technology teams. The BA will be responsible for bridging business processes and data requirements with Salesforce's platform capabilities, ensuring that implementation decisions support the wider data strategy and enterprise architecture.
The role focuses on problem definition, process and data analysis, requirements specification, solution translation, and value realisation across Salesforce-related delivery — covering both in-flight programme work and on-demand enhancements.
This is a 6-month rolling engagement, fully remote - working on EST and will be paid at an hourly rate of $60-70/h w2 or $70-80/h C2C.
Key Responsibilities
Salesforce Programme & Functional Insight
Reference & Master Data Framework Alignment
Problem Definition & Opportunity Shaping
Requirements Elicitation & Specification
Translating Solution Designs into Backlog Work
Process & Journey Modelling
Cross-Team Collaboration & Delivery Support
AI-First & Best-Practice Mindset
Experience Needed
5+ years
as a Business Analyst, ideally in Insurance, Financial Services, or a data-intensive enterprise environment.
Demonstrable
hands-on experience with Salesforce implementations
— including requirements definition, solution shaping, and backlog delivery within Salesforce programmes.
Strong background in
data and information analysis
— including working with reference and master data frameworks, data models, lineage, and quality requirements.
Proven ability to work
across multiple stakeholder groups
(business, data, technology) in a cross-functional capacity.
Experience working within
Agile / iterative delivery models
(Scrum, Kanban, or Scaled Agile).
Exposure to insurance domains (underwriting, operations, claims, agency/MGA) is advantageous.
Requirements elicitation & specification:
user stories, acceptance criteria, process mapping, and traceability to outcomes.
Salesforce platform literacy:
working knowledge of Salesforce data model, object architecture, configuration patterns, and integration approaches (sufficient to challenge and validate designs).
Data analysis:
understanding of master and reference data concepts, data lineage, quality rules, and how Salesforce participates in enterprise data ecosystems.
Process modelling:
as-is/to-be process documentation, journey mapping, and upstream/downstream impact analysis.
Stakeholder engagement:
facilitation, communication, and the ability to work effectively across Operations, Data Office, and Technology.
Backlog management:
structuring and maintaining well-groomed backlogs in tools such as Jira or Azure DevOps.
Experience embedding Salesforce within a
reference or master data programme
or data governance initiative.
Familiarity with
Salesforce Sales Cloud, Service Cloud, or Financial Services Cloud
in an insurance or FS context.
Exposure to
AI/ML or GenAI use cases
within Salesforce or adjacent platforms.
Professional qualifications in business analysis (e.g., CBAP, BCS) or Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus.
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