Salesforce Business Analyst
Yoh, A Day & Zimmermann Company, Charlotte, NC, United States
Overview
As a Salesforce Business Analyst, you’ll play a vital role at our client. The client is looking for a proactive individual to act as the crucial link between business stakeholders and technical teams, ensuring the Salesforce platform is optimized to meet strategic goals.
You will facilitate requirement gathering, analyze business processes, and design solutions that improve efficiency, typically focusing on Salesforce Clouds like Sales, Service, or Marketing. Salesforce user experience is of great importance; therefore, the Salesforce Business Analyst should enjoy user management, including support tickets, training, and designing solutions with user satisfaction as a priority.
You should be comfortable learning the current setup and business objectives, taking direction, communicating, prioritizing, and managing day-to-day responsibilities while growing with the system and organization. The ideal candidate will have an entry-level super user understanding of the Salesforce platform and be looking to grow into a Salesforce support role.
Key Responsibilities
Requirement Gathering & Analysis: Conduct workshops to elicit, document, and analyze business requirements and functional specifications.
Solution Design & Configuration: Translate business needs into scalable Salesforce solutions, often using declarative tools (Flows, Process Builder, Validation Rules).
Process Improvement: Identify operational inefficiencies and propose alternative solutions to complex, cross-functional problems.
Stakeholder Management: Act as the "voice of the customer" to the IT project team, managing expectations and priorities.
User Acceptance Testing (UAT) & Training: Lead UAT to ensure solutions meet requirements and create training materials to support user adoption.
Documentation: Maintain detailed documentation of processes, user stories, data models, and technical specifications.
Required Skills and Qualifications
Experience: Generally 3-5+ years of experience in business analysis, with at least 2-3 years focusing on Salesforce CRM implementations.
Salesforce Knowledge: Strong understanding of Salesforce configuration, standard objects, reports, and dashboards.
Methodologies: Proficient in Agile/Scrum or Waterfall project management methodologies.
Communication: Excellent verbal and written skills, with the ability to bridge the gap between technical and non-technical stakeholders.
Certifications: Salesforce Certified Administrator or Salesforce Certified Business Analyst certifications are highly preferred.
Technical Competencies (Desirable)
Data Modeling: Experience with data migration, mapping, and cleansing.
Integration: Familiarity with integrating Salesforce with other systems (ERP, Marketing platforms).
Reporting Tools: Proficiency in data visualization tools (SQL, Excel).
Qualifications and Background
Salesforce product knowledge and at least two years of hands-on Salesforce experience with Sales Cloud, Service Cloud, Marketing Cloud.
Excellent relationship-building skills
Ability to liaise with stakeholders at all levels
Translating requirements into technical solutions
Training end users and key stakeholders
Available and responsive to questions
Salesforce Business Analyst certification
Estimated Min Rate $66,500.00
What’s In It for You? Note: Benefits and eligibility vary by client and location. This role may include medical, prescription, dental & vision benefits, HSA options, life & disability insurance, retirement savings plans, EAP, direct deposit, and training opportunities where applicable.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
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You will facilitate requirement gathering, analyze business processes, and design solutions that improve efficiency, typically focusing on Salesforce Clouds like Sales, Service, or Marketing. Salesforce user experience is of great importance; therefore, the Salesforce Business Analyst should enjoy user management, including support tickets, training, and designing solutions with user satisfaction as a priority.
You should be comfortable learning the current setup and business objectives, taking direction, communicating, prioritizing, and managing day-to-day responsibilities while growing with the system and organization. The ideal candidate will have an entry-level super user understanding of the Salesforce platform and be looking to grow into a Salesforce support role.
Key Responsibilities
Requirement Gathering & Analysis: Conduct workshops to elicit, document, and analyze business requirements and functional specifications.
Solution Design & Configuration: Translate business needs into scalable Salesforce solutions, often using declarative tools (Flows, Process Builder, Validation Rules).
Process Improvement: Identify operational inefficiencies and propose alternative solutions to complex, cross-functional problems.
Stakeholder Management: Act as the "voice of the customer" to the IT project team, managing expectations and priorities.
User Acceptance Testing (UAT) & Training: Lead UAT to ensure solutions meet requirements and create training materials to support user adoption.
Documentation: Maintain detailed documentation of processes, user stories, data models, and technical specifications.
Required Skills and Qualifications
Experience: Generally 3-5+ years of experience in business analysis, with at least 2-3 years focusing on Salesforce CRM implementations.
Salesforce Knowledge: Strong understanding of Salesforce configuration, standard objects, reports, and dashboards.
Methodologies: Proficient in Agile/Scrum or Waterfall project management methodologies.
Communication: Excellent verbal and written skills, with the ability to bridge the gap between technical and non-technical stakeholders.
Certifications: Salesforce Certified Administrator or Salesforce Certified Business Analyst certifications are highly preferred.
Technical Competencies (Desirable)
Data Modeling: Experience with data migration, mapping, and cleansing.
Integration: Familiarity with integrating Salesforce with other systems (ERP, Marketing platforms).
Reporting Tools: Proficiency in data visualization tools (SQL, Excel).
Qualifications and Background
Salesforce product knowledge and at least two years of hands-on Salesforce experience with Sales Cloud, Service Cloud, Marketing Cloud.
Excellent relationship-building skills
Ability to liaise with stakeholders at all levels
Translating requirements into technical solutions
Training end users and key stakeholders
Available and responsive to questions
Salesforce Business Analyst certification
Estimated Min Rate $66,500.00
What’s In It for You? Note: Benefits and eligibility vary by client and location. This role may include medical, prescription, dental & vision benefits, HSA options, life & disability insurance, retirement savings plans, EAP, direct deposit, and training opportunities where applicable.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
#J-18808-Ljbffr