Salesforce Business Analyst

Salesforce Business Analyst

Reports To: Director of Delivery & Operations Department:  Salesforce & App Solutions
Location: Remote Exemption Status: Exempt
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PURPOSE:
The Salesforce Business Analyst supports the successful delivery of Salesforce consulting engagements by translating business needs into functional requirements and system specifications. This role serves as a critical link between business stakeholders and the technical team, ensuring that solution designs address customer goals and constraints. The Business Analyst contributes to project delivery through user story documentation, testing support, and end-user enablement activities.
Business Analysts at this level are expected to build their consulting acumen while providing value across the project lifecycle through analytical thinking, collaboration, and a commitment to continuous learning.

RESPONSIBILITIES:
Business Analysts at Ascend have four primary areas of responsibility:

Project Planning

• Gather Requirements : Participate in discovery sessions and workshops to gather, document, and prioritize business requirements and user stories.
• Understand Scope : Support Consultants and Project Leads in understanding scope boundaries and defining minimum viable product (MVP) features.

Project Design and Configuration

• Document Functional Requirements : Perform hands-on configuration tasks such as creating custom fields, page layouts, validation rules, flows, and reports under the guidance of Consultants or Architects. Contribute to solution implementation while escalating design decisions or complex logic to more senior team members.
• Support Solution Design : Assist in evaluating configuration approaches and participate in design discussions.
• Collaborate on Configuration : Support configuration tasks by preparing data models, fields, validations, flows, or templates as directed by Consultants or Architects.

Project Management

• Test and Train : Develop and execute test scripts to validate solutions, coordinate UAT with customers, and drive iterative improvements through testing and feedback.
• Support Training Delivery : Support change management and user adoption by developing training materials, job aids, and enablement content, and assisting with end-user training delivery.
• Demonstrate Project Delivery: Demo work as completed, obtain feedback, and adjust as needed.

Collaboration

• Liaise Between Teams : Act as a bridge between client stakeholders and the delivery team to clarify requirements and priorities.
• Support Client Communication : Help document meeting notes, action items, and follow-up questions for delivery leads and clients.
• Learn & Grow : Proactively engage in knowledge-sharing sessions, shadowing, and peer reviews to deepen understanding of Salesforce tools and consulting methods.

MINIMUM SKILLS, EDUCATION AND EXPERIENCE:

• Education: Bachelor’s degree in Business, Information Systems, or a related field, or equivalent professional experience
• Experience: 1-3 years in a Salesforce Business Analyst or Administrator role
  • Required: Salesforce Administrator Certification
• Platform Knowledge: Familiarity with Salesforce Sales Cloud, Service Cloud, or related modules
• Documentation: Experience writing user stories, documenting process flows, and performing UAT
• Configuration: Exposure to Salesforce configuration, including fields, validation rules, and flows (preferred)
• Methodology: Understanding of the software development lifecycle and Agile project delivery
• Problem Solving: Strong organizational, communication, and analytical thinking skills
• Team Collaboration: Ability to thrive in a team environment and manage multiple priorities with minimal supervision

We are seeking highly motivated individuals who meet the following criteria :

• Excellent organizational, verbal and written communication skills
• A passion for technology, problem-solving, and customer service
• Efficiently manage multiple tasks
• Contribute in a fast-paced, team-oriented environment
• Possess strong problem solving and analytical skills
• Exhibit excellent leadership, communication, interpersonal and organization skills
• Upbeat, friendly, motivated and ready to help contribute to our team and the needs of our clients.

DISCLAIMER: This is not necessarily an exhaustive list of all responsibilities, duties, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Salary Expectations: $75,000-$85,000