Senior Salesforce Functional Business Analyst
The Custom Group of Companies
We are seeking an experienced Senior Salesforce Functional Business Analyst with strong, hands-on functional knowledge of the Salesforce platform. This role is ideal for someone who has spent several years working within Salesforce environments and understands how to translate business needs into effective Salesforce solutions.
This is not a Salesforce Administrator or Developer position. We are looking for a functional Business Analyst who understands Salesforce from a business and process perspective and has experience collaborating across multiple business functions, IT teams, vendors, QA teams, and senior stakeholders.
The Senior Salesforce Functional Business Analyst will lead requirements gathering, business process analysis, user story development, workflow design, system impact analysis, UAT, and the delivery of Salesforce capabilities, enhancements, integrations, and process improvements.
Salesforce certifications or credentials are strongly preferred.
Key Responsibilities Business Analysis & Salesforce Functional LeadershipPartner with stakeholders across multiple business functions to understand business objectives, current processes, pain points, systems, and opportunities for improvement.
Lead requirements gathering sessions, stakeholder interviews, workshops, and process discovery sessions.
Translate business needs into clear functional requirements, user stories, acceptance criteria, use cases, process flows, and Salesforce solution requirements.
Evaluate how business requirements impact Salesforce and connected enterprise systems.
Partner with business stakeholders, Salesforce teams, IT, developers, QA, and external vendors to determine appropriate solutions.
Provide functional Salesforce guidance and recommend platform best practices.
Document current and future state processes using workflows, process maps, swim lane diagrams, wireframes, mockups, presentations, and AS IS / TO BE documentation.
Present recommendations and requirements effectively to business stakeholders, technical teams, and senior leadership.
Testing & ImplementationPartner with development and QA teams throughout the software development lifecycle to ensure solutions meet business and functional requirements.
Develop UAT strategies, test scenarios, and acceptance criteria.
Coordinate and facilitate User Acceptance Testing and assist stakeholders through the testing and implementation process.
Validate that completed Salesforce solutions address the original business requirements and expected outcomes.
Cross-Functional CollaborationServe as a key liaison between business stakeholders and technical teams.
Manage multiple concurrent initiatives while balancing priorities, deadlines, and stakeholder expectations.
Build strong relationships across business, IT, vendor, and leadership teams.
Provide guidance and feedback to other team members when needed.
Required Qualifications" 5+ years of Business Analysis, Systems Analysis, or Functional Analysis experience supporting medium to large enterprise initiatives.
" Strong functional experience working with the Salesforce platform over multiple years.
" Experience translating business requirements into Salesforce functionality and solutions.
" Strong understanding of business processes, workflows, requirements gathering, user stories, acceptance criteria, use cases, and process mapping.
" Experience working across multiple business functions and stakeholder groups.
" Experience with Salesforce Sales Cloud and/or Experience Cloud strongly preferred.
" Experience documenting requirements for integrations between Salesforce and other enterprise systems.
" Strong experience with Agile/Scrum and the Software Development Life Cycle.
" Experience with Jira or similar requirements and project management tools.
" Experience facilitating and coordinating User Acceptance Testing.
" Strong communication, presentation, meeting facilitation, and stakeholder management skills.
" Ability to communicate effectively with both business and technical audiences.
Preferred Qualifications" Salesforce certifications or credentials strongly preferred.
" CBAP or similar Business Analysis certification is a plus.
" Experience with B2B customer-focused applications and business processes.
" Experience working with ERP systems and multiple enterprise data sources.
" Manufacturing, durable goods, construction, or building materials industry experience is a plus.
" Experience with Lucidchart or similar process modeling tools.
" Understanding of digital user experience and user interface best practices.
EducationBachelor's degree in Business, Information Systems, Computer Science, or a related field preferred. Equivalent professional experience will also be considered.
Ideal CandidateThe ideal candidate is a Salesforce Functional Business Analyst rather than a Salesforce Administrator or Developer. You should have a strong understanding of the Salesforce platform, experience working directly with business stakeholders, and the ability to translate complex business challenges into practical Salesforce requirements and solutions.
You will be most successful in this position if you can comfortably move between business conversations, Salesforce functionality, process design, requirements documentation, testing, and cross-functional collaboration.