Job Description:

We are looking for an experienced Senior Salesforce Business Analyst to bridge the gap between business stakeholders and technology teams. The ideal candidate will possess strong expertise in Salesforce CRM, CPQ platforms, data analytics, system integrations, and process automation. The role involves gathering business requirements, driving Salesforce transformation initiatives, optimizing business processes, and leveraging data-driven insights to support strategic decision-making.

Key Responsibilities:

- Collaborate with business stakeholders to understand, document, and analyze business requirements.

- Conduct workshops, requirement-gathering sessions, and process mapping exercises.

- Translate business needs into functional specifications, user stories, and acceptance criteria.

- Act as a liaison between business teams, Salesforce administrators, developers, and external vendors.

- Manage requirement prioritization and ensure alignment with business objectives.

- Drive enhancements and optimization initiatives across Salesforce CRM and CPQ platforms.

- Analyze and improve Lead-to-Cash, Opportunity-to-Order, and Quote-to-Cash processes.

- Support Salesforce Sales Cloud, Service Cloud, and CPQ implementations and upgrades.

- Define business workflows, approval processes, and automation requirements.

- Ensure best practices in Salesforce configuration, reporting, and data management.

- Develop business insights using SQL, Python, and visualization tools.

- Design and maintain dashboards and reports using Power BI and Salesforce reporting tools.

- Perform data analysis to identify trends, process bottlenecks, and business opportunities.

- Support executive leadership with KPI tracking and business performance reporting.

- Drive data quality initiatives and governance practices.

- Analyze integration requirements between Salesforce and enterprise systems such as ERP, Finance, Marketing Automation, and Customer Support platforms.

- Work closely with technical teams on API-based integrations and data synchronization.

- Identify opportunities for process automation and workflow optimization.

- Support system implementation, UAT, deployment, and change management activities.

- Document end-to-end business processes and integration workflows.

- Identify opportunities to leverage AI, automation, and predictive analytics within business processes.

- Collaborate with teams implementing AI-driven insights, forecasting, and workflow automation.

- Evaluate emerging technologies and recommend process improvements.

- Drive continuous improvement initiatives using data and automation tools.

Required Skills & Qualifications:

- 610 years of experience as a Business Analyst, Salesforce Business Analyst, or CRM Consultant.

- Strong experience with Salesforce CRM (Sales Cloud, Service Cloud).

- Hands-on exposure to Salesforce CPQ and Quote-to-Cash processes.

- Experience in Salesforce reporting, dashboards, and workflow automation.

- Understanding of Salesforce architecture and integration concepts.

- Strong SQL skills for querying and analyzing large datasets.

- Strong Python programming skills for data analysis and automation.

- Experience with Power BI (preferred) or other visualization tools such as Tableau or Looker.

- Experience creating executive dashboards and performance reports.

- Understanding of APIs, web services, ETL processes, and system integrations.

- Experience working with enterprise applications such as ERP, CRM, Finance, or Marketing platforms.

- Knowledge of data migration, data governance, and master data management.

- Exposure to business process automation tools.

- Understanding of AI/ML use cases in sales, customer service, forecasting, and operations.

- Experience with workflow automation and process optimization initiatives.

- Strong requirement gathering and documentation skills.

- Experience creating BRDs, FRDs, process flows, and user stories.

- Excellent stakeholder management and communication skills.

- Experience working in Agile/Scrum environments.

- Salesforce Administrator, Business Analyst, or CPQ Certification.

- Experience in enterprise-scale Salesforce implementations.

- Exposure to AI-driven CRM capabilities and automation platforms.

- Knowledge of Revenue Operations (RevOps), Sales Operations, or Customer Success processes.

- Experience with cloud platforms such as AWS, Azure, or GCP.