Functional Lead / Sr. Business Analyst
- Salesforce
- AI
- triage
- Agile
- Scrum
- Asana
- Jira
Job Summary: We are looking for an experienced Senior Business Analyst or Functional Lead to bridge the gap between client business needs and Salesforce solutions. Client helps companies in the Staffing and Workforce Management industry modernize their business processes and technology, and in this role, you will help drive end-to-end business process modernization by translating how a client operates into solutions that improve the way their business works. You will lead discovery and requirements gathering, frame work for other Business Analysts, configure solutions directly when appropriate, and serve as a trusted functional advisor to client stakeholders. You will also leverage AI as part of our delivery methodology to increase pace, quality, and client outcomes while ensuring solutions align to the client's broader business objectives. The ideal candidate brings a sharp process mindset, hands-on Salesforce configuration skills, and the presence to lead a client workshop with confidence while ensuring the broader delivery team has everything they need to build the right solution.
Location: United States
- Lead discovery and requirements gathering sessions with client stakeholders, asking the right questions and knowing when to push deeper
- Document business processes, user stories, acceptance criteria, and functional specifications that development teams can actually build from
- Frame and scope work for other Business Analysts on the team, providing guidance, reviewing deliverables, and ensuring consistency
- Serve as the functional bridge between clients and technical teams: translate business intent into buildable requirements and translate technical constraints back into business terms
- Configure Salesforce solutions directly when appropriate: Flows, validation rules, page layouts, record types, permission sets, and related declarative tools
- Lead or support UAT, including writing test scripts, coordinating testers, and managing defect triage
- Partner with Delivery/Project Leads to scope change orders and estimate functional work accurately
- Build strong, trusted relationships with client-side business owners, power users, and operational stakeholders
- Contribute to internal delivery practices: templates, documentation standards, and onboarding resources for newer Client
What do we need?
- 4+ years of Salesforce business analysis or functional consulting experience, with clear examples of leading requirements on complex projects
- Hands-on Salesforce configuration skills: you are comfortable building in the org, not just writing specs for someone else to implement
- Strong process thinking: map a business workflow, spot the gaps, and design a Salesforce solution that actually fits how people work
- Experience in the staffing, recruiting, or HR tech industry is a significant advantage
- Track record of working directly with clients and managing stakeholder relationships across levels (ops users through C-suite)
- Ability to command a requirements workshop with confidence and keep a session productive
- Salesforce Administrator certification required; Business Analyst or additional Cloud certifications are a strong plus
- Familiarity with Agile/Scrum delivery and tools like Asana or Jira
- Excellent written communication. Your user stories and specs are clear, consistent, and actually useful
- A collaborative instinct. You make the Client around you better
- Familiarity with the platforms staffing firms run on: ATS Systems (Bullhorn, Assist, TargetRecruit, etc.), VMS tools, and middle and back-office systems (3B, 2Cloud9, and more).
Functional Lead / Sr. Business Analyst · Vantage Point Consulting