Sr. IT Business Analyst (Salesforce)

• Collaborate continuously with stakeholders to understand business processes, needs, and goals within Sales, Service, and Marketing functions.
• Elicit and iteratively refine business, functional, and non-functional requirements for Salesforce platform enhancements.
• Identify pain points and opportunities to enhance efficiency and user experience through Salesforce-native capabilities.
• Advise and consult on Salesforce solutions that align with business goals and platform best practices.
• Translate complex technical concepts into clear, accessible language to facilitate shared understanding between business and technical teams.

Salesforce Solution Design & Configuration Support

• Evaluate Salesforce capabilities and limitations to recommend appropriate solutions leveraging native platform functionality over custom development where possible.
• Support solution design by creating functional specifications, configuration documentation, and Salesforce-specific design artifacts (object models, automation logic, security considerations).
• Collaborate on user stories and acceptance criteria that focus on Salesforce platform behavior and user workflows.
• Create wireframes and low-fidelity prototypes to gather feedback and guide Agile refinement of Salesforce solutions.
• Maintain a strong working understanding of Salesforce administration and configuration concepts (objects, fields, Flows, validation rules, page layouts, security model) to effectively partner with admins and developers.

Delivery Lifecycle & Testing

• Collaborate with Agile and Kanban teams on backlog grooming, sprint planning, flow planning, and incremental delivery of Salesforce enhancements.
• Partner with product owners, developers, and testers to support continuous testing efforts, including sprint-level validation and user acceptance testing (UAT).
• Facilitate workshops to refine user stories, acceptance criteria, and Salesforce automation opportunities.
• Support release planning, change management, and user adoption through feedback loops and stakeholder engagement.

Integration, Data & Platform Knowledge

• Support initiatives involving Salesforce data migration, integration, and synchronization with upstream and downstream systems.
• Understand and document Salesforce data models, object relationships, system interfaces, and integration dependencies supporting operational use cases.
• Collaborate with integration and data teams to ensure operational data integrity within Salesforce, not analytics or reporting pipelines.

Governance, Standards & Continuous Improvement

• Contribute to the development and maintenance of Salesforce team standards, best practices, and documentation.
• Support adherence to system governance, security, and release management processes for the Salesforce platform.
• Partner with external vendors and implementation partners to deliver Salesforce solutions aligned with HNI standards.
• Provide ongoing support for Salesforce production applications, including issue analysis and resolution of non-recurring problems.

EXPERIENCE

• Primary experience must be supporting CRM platforms (Salesforce) for operational teams. Candidates whose background is primarily BI, reporting, data warehousing, or analytics tooling without Salesforce platform ownership will not be considered.
• Bachelor's degree in Information Systems, Business, or a related field; or equivalent experience.
• 4+ years of combined experience as a Business Analyst, Product Owner, or similar role supporting enterprise applications.
• Hands-on experience with Salesforce administration and configuration, including objects, fields, Flows, validation rules, security model, and page layouts.
• Strong experience supporting Salesforce Sales Cloud, Service Cloud, Marketing Cloud (ExactTarget), and/or Experience Cloud.
• Experience writing Salesforce-focused user stories, functional requirements, and process documentation.
• Familiarity with Agile delivery methodologies.
• Strong communication, facilitation, and presentation skills.

PREFERRED QUALIFICATIONS

• Salesforce certifications (Administrator, Business Analyst, or platform-specific certifications).
• Experience utilizing AI-driven tools to streamline Salesforce business analysis workflows.
• Understanding of Salesforce release management, implementation, and user adoption practices.
• Experience with Salesforce data migration, integrations, and API-based system interactions.
• Experience working with external vendors or Salesforce implementation partners.

RELEVANT SKILLS

• Strong analytical and problem-solving skills.
• Ability to anticipate customer needs and proactively recommend improvements.
• Excellent written and verbal communication skills.
• Strong customer service orientation and ability to support end users.
• Ability to work independently with minimal supervision.
• Familiarity with service-level agreements and production support environments.
• Business-focused, solution-oriented mindset.
• Strong collaborator who can influence without direct authority.
• Comfortable operating in a fast-paced, cross-functional environment.
• Detail-oriented with strong organizational skills.
• High degree of professionalism and accountability.

WE LOOK FORWARD TO HEARING FROM YOU!