Salesforce Business Analyst

SUMMARY 

Responsible for analyzing business requirements, designing Salesforce solutions, and ensuring the effective implementation of Salesforce projects. This individual will work closely with stakeholders to deliver solutions that meet business needs and enhance operational efficiency.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Collaborate with stakeholders, including executives, sales teams, and customer service, to gather and document business requirements for Salesforce projects.

Analyze business processes and identify opportunities for improvement and optimization using Salesforce solutions.

Design and propose Salesforce solutions that align with business objectives and best practices.

Create detailed user stories, process flows, and functional specifications to guide the development team.

Partner with Salesforce developers and administrators to ensure solutions are implemented accurately and effectively.

Conduct user acceptance testing (UAT) to ensure solutions meet business requirements and facilitate smooth user adoption.

Provide training and support to end-users to ensure they are proficient in using Salesforce tools and features.

Monitor and report on key performance indicators (KPls) to measure the success of Salesforce initiatives.

Stay up-to-date with the latest Salesforce features, updates, and industry trends to inform business recommendations.

Foster a culture of continuous improvement and innovation within the organization.

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree in Business Administration, Information Technology, or a related field.

Two (2) or more years of experience as a Business Analyst, with a focus on Salesforce platform.

One (1) or more years experience creating user stories, process flows, and functional specifications.

One (1) or more years experience in analyzing business processes and designing Salesforce solutions.

One (1) or more years experience in the insurance industry

Salesforce Administration Certification

SKILLS

Strong understanding of Salesforce capabilities, including Sales Cloud, Service Cloud, Marketing Cloud, and Lightning Experience.

Strong analytical and problem-solving skills, with the ability to make data-driven decisions.

Excellent communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels.

Ability to work within a team and to foster teamwork.

Proficient in Microsoft Office products.

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