Senior Salesforce Functional Business Analyst

Position Overview

We are seeking an experienced Senior Salesforce Functional Business Analyst to support a strategic Salesforce consolidation and business transformation initiative.

This role will serve as the primary liaison between Business, IT, and Salesforce delivery teams, driving alignment of business processes, documenting requirements, facilitating decision-making, and translating business needs into implementable user stories, sprint plans, and functional specifications.

The ideal candidate will possess strong facilitation skills, executive communication capabilities, and deep Salesforce functional knowledge, with experience leading enterprise-wide requirement workshops and merger/integration programs.

Key Responsibilities

• Business Requirements & Process Alignment
• Conduct workshops with business and IT stakeholders
• Elicit, analyze, document, and validate business requirements.
• Identify process differences, gaps, overlaps, and opportunities across both organizations.
• Facilitate discussions to achieve consensus on future-state Salesforce processes.
• Drive alignment on Day-1 and post-merger Salesforce operating models.

Requirements Documentation

• Develop Business Requirement Documents (BRD).
• Create Functional Requirement Specifications (FRS).
• Document process flows, use cases, and business scenarios.
• Produce gap-analysis and fit-gap assessments.
• Maintain requirement traceability throughout the project lifecycle.

Agile Delivery Support

• Convert business requirements into: o User Stories o Epics o Features o Acceptance Criteria o Sprint Backlogs
• Work closely with Product Owners, Scrum Masters, Architects, and Development Teams.
• Participate in sprint planning, backlog grooming, and prioritization sessions.
• Ensure business requirements are sufficiently detailed for development execution.

Stakeholder Management

• Serve as the bridge between business stakeholders and technical teams.
• Coordinate reviews and walkthroughs of requirements and solution designs.
• Drive requirement approvals and formal business sign-offs.
• Escalate unresolved business decisions and dependencies to leadership.

Salesforce Functional Ownership

• Analyze existing Salesforce business processes and configurations.
• Recommend best-practice process harmonization approaches.
• Support future-state process design across:
• Lead Management o Account Management
• Opportunity Management o Forecasting o Customer Service Processes
• Case Management
• Reporting & Dashboards
• Ensure solution alignment with business objectives and merger integration goals.

Required Qualifications

• Salesforce Experience
• 5+ years as Salesforce Business Analyst or Functional Consultant.
• Strong understanding of Salesforce platform capabilities.
• Experience with one or more:
• Sales Cloud
• Service Cloud
• Experience Cloud
• CPQ (Preferred)

Business Analysis Expertise: Strong experience conducting:

• Requirements workshops
• Stakeholder interviews
• Process mapping
• Business process re-engineering
• Use case modeling
• User story creation

Agile Delivery Experience: Experience working within Agile/Scrum environments.

Hands-on experience using:

• Jira
• Azure DevOps
• Rally or equivalent tools

Communication & Facilitation

• Excellent verbal and written communication skills.
• Strong meeting facilitation capabilities.
• Ability to influence and drive consensus among diverse stakeholder groups.
• Experience working with executive-level leadership.