Salesforce Analyst

About This Role

This role acts as a key intermediary between business stakeholders and technical delivery teams to translate business needs into actionable requirements for Salesforce configuration, enhancements, and integrations, as well as downstream analytics and reporting in Power BI.

Responsibilities

• Partner with business stakeholders to gather, analyze, and document business, functional, and reporting requirements related to Salesforce.
• Facilitate workshops and discovery sessions to understand business processes, pain points, data needs, and desired outcomes.
• Translate business needs into functional requirements, user stories, acceptance criteria, process flows, and data definitions.
• Prepare detailed hand-off documentation for Salesforce build and run teams, including configuration requirements, workflow and automation logic, and data model impacts.
• Collaborate with Salesforce Administrators, Developers, and Architects to ensure requirements are understood and feasible.
• Act as the primary liaison between business teams and Power BI developers for Salesforce-based analytics.
• Produce clear technical hand-off documentation for analytics teams, including data sources, objects, field mappings, business logic, calculations, and KPIs.
• Intake and assess Salesforce-related requests from multiple business teams.
• Support prioritization of requests based on business value, urgency, effort, and platform impact.
• Identify data quality issues, gaps, or inconsistencies impacting workflows or reporting and work with teams to resolve them.

Requirements

• 2+ years of experience in a Salesforce Analyst, Business Analyst, or similar role
• Strong experience documenting business and functional requirements for Salesforce platforms
• Hands-on knowledge of Salesforce configuration concepts (objects, fields, flows, validation rules, reports, dashboards)
• Experience supporting analytics or BI tools, preferably Power BI
• Strong understanding of business processes, data structures, and KPIs
• Excellent written and verbal communication skills

Qualifications

• 2+ years of experience in a Salesforce Analyst, Business Analyst, or similar role.

Nice to Have

• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, Platform App Builder)
• Experience working in complex, multi-functional or global organizations
• Familiarity with Agile, Scrum, or hybrid delivery methodologies
• Experience supporting Sales Cloud, Service Cloud, CPQ, or Professional Services use cases

Skills

* Required skills

Benefits