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Salesforce Business Analyst
Weekday (YC W21). Work closely with business stakeholders, product owners, Salesforce administrators, developers, and QA teams to understand business objectives and translate them into clear Salesforce requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong expertise in Salesforce Sales Cloud and Service Cloud, with a focus on business analysis, stakeholder management, and Agile methodologies. Capable of translating complex business requirements into actionable specifications while managing product backlogs and collaborating with cross-functional teams.
Highest-signal resume keywords
Salesforce Sales CloudSalesforce Service CloudBusiness AnalysisAgile/Scrum MethodologiesJIRA
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Requirements ElicitationUser Story CreationAcceptance Criteria DevelopmentFunctional Specification DocumentationProcess Flow AnalysisStakeholder ManagementBacklog ManagementFunctional TestingUAT SupportCRM Processes
Soft Skills
Analytical SkillsProblem-Solving AbilitiesCommunication SkillsCollaborationConfidence in Stakeholder Engagement
Tools & Technologies
JIRA
Certifications & Qualifications
Salesforce Certified Business AnalystSalesforce AdministratorSales Cloud ConsultantService Cloud Consultant
Industry Keywords
CRM TransformationSales ManagementLead ManagementOpportunity ManagementCustomer ServiceCase ManagementService OperationsProcess ImprovementAgile PracticesCross-Functional Teams
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Work closely with business stakeholders, product owners, Salesforce administrators, developers, and QA teams to understand business objectives and translate them into clear Salesforce requirements
- Analyze existing business processes, identify gaps and inefficiencies, and recommend Salesforce-based solutions across Sales Cloud and Service Cloud
- Lead requirements-gathering sessions, workshops, interviews, and discussions with stakeholders across business and technology functions
- Create clear and detailed business requirements, functional specifications, process flows, and solution documentation
- Develop and maintain user stories, acceptance criteria, use cases, and functional requirements for development and QA teams
- Collaborate with Product Owners and Scrum teams during sprint planning, backlog refinement, daily stand-ups, sprint reviews, and retrospectives
- Manage and prioritize requirements and keep the product backlog aligned with business priorities
- Use JIRA to track user stories, requirements, defects, sprint progress, and delivery status
- Partner with Salesforce technical teams to validate proposed solutions and align them with business requirements and Salesforce best practices
- Support functional testing, UAT, defect resolution, and production rollouts
- Identify dependencies, risks, and process impacts associated with Salesforce changes and communicate them to stakeholders
- Act as a subject-matter expert for Salesforce-supported business processes and contribute to continuous process improvement initiatives
Requirements
What you’ll need- 8–16 years of experience in Business Analysis, Salesforce consulting, CRM transformation, or a related role
- Strong hands-on functional knowledge of Salesforce Sales Cloud and Service Cloud
- Proven experience in Business Analysis and Stakeholder Management
- Strong understanding of Agile/Scrum methodologies and experience working with cross-functional Scrum teams
- Practical experience using JIRA for backlog, requirements, sprint, and issue management
- Excellent requirements elicitation, analysis, documentation, and communication skills
- Ability to translate complex business requirements into clear, actionable requirements for Salesforce development teams
- Strong understanding of CRM processes such as sales management, lead and opportunity management, customer service, case management, and service operations
- Experience creating detailed User Stories and Acceptance Criteria
- Strong knowledge of Sprint Planning and Backlog Management
- Experience with Stakeholder Management and Requirements Gathering across multiple business functions
- Exposure to Salesforce implementation, enhancement, migration, integration, or transformation projects
- Salesforce certifications such as Salesforce Certified Business Analyst, Administrator, Sales Cloud Consultant, or Service Cloud Consultant will be an advantage
- Experience working with distributed or global teams and managing multiple stakeholders
- Strong analytical and problem-solving abilities
- Excellent communication skills
- Confidence working with both business and technical teams
- Comfortable challenging existing processes, identifying improvement opportunities, managing competing priorities, and driving requirements through the complete delivery lifecycle