Salesforce Analyst

• Manage intake of business requests by clarifying problems, defining scope, assessing business value, and preparing work for the delivery backlog
• Run requirements sessions with stakeholders across Sales, Finance, Professional Services, Customer Success, and Marketing
• Document current-state and future-state business processes and identify gaps, risks, and improvements
• Write user stories, acceptance criteria, and process flows in Jira; maintain documentation in Confluence
• Own backlog readiness and ensure work is defined, prioritized, and ready before sprint planning
• Participate in Agile Scrum ceremonies, including backlog refinement, sprint planning, reviews, and retrospectives
• Work with developers, administrators, and QA through delivery; answer requirements questions, support testing, and confirm solutions meet acceptance criteria
• Analyze cross-system processes and data flows across Salesforce, Zuora, Kantata, Gainsight, and Boomi integrations
• Help prioritize work using data, business impact, and tradeoffs
• Set and maintain requirements and documentation standards
• Influence stakeholders at all levels and challenge incomplete, conflicting, or low-value requests
• Support user acceptance testing, release communications, and change management

Senior Business Analyst, Salesforce

• Analyze business needs and define requirements
• Configure Salesforce and integrated third-party solutions
• Resolve complex Salesforce and related application issues
• Design, develop, test, and maintain software components and services
• Implement features and enhancements using coding standards, architectural patterns, and development best practices
• Write maintainable code and participate in peer code reviews
• Collaborate with cross-functional technical teams, business stakeholders, vendors, and integrated application teams
• Troubleshoot, debug, and resolve software defects and production issues using root-cause analysis
• Participate in the full software development lifecycle, including requirements refinement, design, development, testing, deployment, and support
• Apply secure coding, testing, and documentation standards
• Perform business process analysis and lead requirements gathering
• Document requirements as user stories and develop acceptance criteria
• Design solutions and lead projects from kickoff through delivery
• Conduct Salesforce data exports, analysis, and updates
• Participate in and lead Agile standups, refinement sessions, and retrospectives
• Drive continuous improvement and user adoption

Senior Associate Software Engineer, Salesforce Business Analyst

• Lead end-to-end process discovery, mapping, documentation, and optimization
• Develop enterprise process maps and work instructions
• Identify process gaps, bottlenecks, risks, and improvement opportunities
• Establish process governance and standards
• Collaborate with internal stakeholders, external implementation partners, and Product & Engineering teams
• Engineer and deliver functionality across Salesforce Health Cloud and Sales Cloud
• Manage the delivery lifecycle from feature ideation through development, production deployment, and adoption
• Serve as a subject matter expert on Salesforce Health Cloud and provide guidance and best practices
• Facilitate process workshops with business stakeholders
• Partner with Product, Engineering, Sales, Operations, and other stakeholder groups
• Translate operational needs into scalable business solutions
• Drive Lean and continuous improvement initiatives
• Develop KPIs and SLAs to measure process performance
• Perform root cause analysis and implement corrective actions

Senior Salesforce Business Analyst

• Facilitate discussions with business groups, define their needs, and translate needs into quantifiable business requirements.
• Define current (As-Is) and future (To-Be) scenarios, including processes, models, use cases, user stories, plans, and solutions.
• Build consensus among stakeholders to validate and finalize requirements.
• Identify and analyze simple to complex business processes requiring change or improvement.
• Serve as a liaison between business groups and IT development to clarify requirements.
• Collaborate with IT development to translate requirements into technical specifications.
• Communicate deliverable status and timelines proactively; document and escalate issues appropriately.
• Perform gap analysis against out-of-the-box application/system functionality and suggest best-practice solutions.
• Perform Salesforce configurations.
• Identify, document, and prioritize custom AI use cases, including agentic workflows across Salesforce data.
• Evaluate and translate requirements for Salesforce Einstein and Agentforce capabilities, including generative AI, Prompt Builder, record insights, and AI-assisted business process automation.
• Support discovery, solution design, testing, and adoption of AI-enabled Salesforce features, emphasizing governance, data quality, permissions, and measurable business value.
• Leverage Tableau and CRM analytics to define reporting requirements, build dashboards, enable self-service analytics, and convert trusted data into actionable decisions.
• Track work progress and status; identify risks and constraints and escalate issues as necessary.

Business Systems Analyst – Salesforce

• Drive the ongoing development, support, and enhancement of Ventura Foods' Salesforce CRM platform (Velocity)
• Collaborate with cross-functional Commercial teams to identify business needs, define requirements, and implement solutions
• Administer Salesforce by managing user access, monitoring and resolving system issues, and optimizing configurations and processes
• Provide primary user support, troubleshoot system issues, and deliver day-to-day help desk assistance
• Support onboarding, training, and ongoing coaching for Salesforce users
• Develop and maintain training materials, knowledge resources, and process documentation
• Monitor platform health, value, effectiveness, adoption, and system usage through data analysis
• Manage and maintain third-party industry data in Velocity
• Improve data quality, automate data feeds and processes, leverage AI where appropriate, and maximize CRM ROI
• Lead CRM data stewardship and reporting efforts
• Design and maintain custom reports and dashboards incorporating business, adoption, and system usage metrics
• Coordinate and support User Acceptance Testing for CRM enhancements, integrations, new software, and system updates
• Develop test scenarios, validate business requirements, document results, identify defects, and assess process impacts
• Partner with business stakeholders and technical teams to ensure solutions meet user needs and are adopted

Senior CRM Analyst, Salesforce

• Join requirements gathering sessions with customers and capture business needs, pain points, and goals
• Write user stories with acceptance criteria for developers
• Document current-state and future-state process flows using Lucidchart or Visio
• Map business requirements to Salesforce functionality, including objects, fields, page layouts, and Flows
• Declaratively configure solutions and ensure acceptance criteria are met and client sign-off is obtained
• Support user acceptance testing by writing test scripts, running tests, and logging defects
• Maintain requirements traceability linking every story to a customer need
• Prepare training materials, user guides, and release notes
• Assist with data mapping and validation during data migration
• Participate in Agile ceremonies, including sprint planning, backlog refinement, standups, and demos
• Keep backlog items organized and current in Jira, Azure DevOps, or similar tools
• Validate requirements and solution designs through walkthroughs, prototypes, stakeholder feedback, and solution demonstrations
• Coordinate and support UAT, including test-scenario development, execution support, defect triage, stakeholder communications, and final sign-off
• Contribute to change-management activities, including documentation, training materials, stakeholder communications, executive-ready summaries, and decision-support briefings
• Present oral and written briefings to government managers and senior stakeholders
• Perform other job-related duties as assigned

Salesforce Business Analyst

• Analyze DHS stakeholders’ current business processes, identify pain points, and gather requirements for a Salesforce-based solution
• Translate business needs into user stories, workflows, and system requirements for low-code/no-code Salesforce Government Cloud development
• Prioritize and refine the product backlog with the project team
• Create process flows, requirements specifications, user guides, and gate-review deliverables
• Assist with user training for the new Salesforce system
• Support DoD and federal security and compliance standards, including cybersecurity documentation for ATO approval
• Facilitate communication among stakeholders, developers, and team members
• Participate in Agile ceremonies, including sprint planning and reviews
• Support system and acquisition lifecycle gate reviews to meet DHS standards

• Serve as a trusted partner to clients in the Salesforce practice
• Independently lead discovery sessions, workshops, backlog grooming, sprint planning meetings, and stakeholder interviews
• Gather, validate, and prioritize business requirements
• Build and manage strong client relationships throughout the project lifecycle
• Translate business needs into user stories, process flows, and functional specifications
• Liaise between developers, Salesforce configurators, and non-technical stakeholders
• Support requirements gathering, documentation, QA, and training activities
• Analyze business processes and define actionable requirements from discovery through deployment
• Maintain and prioritize the product backlog and define acceptance criteria
• Support system integrations by identifying business needs and facilitating collaboration
• Mentor and guide junior Business Analysts
• Develop and deliver process documentation, training materials, and status reports
• Evaluate and escalate project issues, risks, and conflicts
• Use firm-approved AI tools to improve efficiency, quality, and innovation
• Stay informed about emerging AI tools and identify compliant opportunities for client solutions and internal processes

Senior Business Analyst – Salesforce

• Gather, analyze, and document business requirements
• Work closely with stakeholders to ensure Salesforce solutions align with organizational goals
• Configure and optimize the Salesforce platform
• Facilitate user adoption
• Drive process improvements
• Support critical business initiatives and impactful projects that enhance business operations