Expert Salesforce Business Analyst
Allscripts
full-time
Posted on:
Location Type: Remote
Location: Remote • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Lead requirements gathering and documentation for Salesforce initiatives, including Customer Experience portal and Service Cloud capabilities (Cases, Chats, Knowledge, etc.).
- Act as the subject matter expert for Salesforce enhancements, configurations, and integrations.
- Refine and groom user stories with Salesforce-specific acceptance criteria to ensure readiness for development.
- Collaborate with stakeholders to define scope, priorities, and business challenges.
- Translate business needs into actionable technical requirements, focusing on Salesforce flows, automation, and reporting.
- Support Agile ceremonies such as sprint planning, stand-ups, and retrospectives.
- Maintain comprehensive documentation: user stories, process flows, data mappings, and business rules—emphasizing Salesforce architecture and objects.
- Identify opportunities for process improvement and automation within Salesforce and related platforms
Requirements
- 6+ years of experience as a Business Analyst or Product Analyst
- Proven experience gathering requirements and successfully implementing a Salesforce Customer Experience portal and Service Cloud functionality (Cases, Chats, Knowledge).
- Strong understanding of Salesforce architecture, standard/custom objects, flows, validation rules, and platform limitations.
- Skilled in Agile methodologies and backlog refinement.
- Excellent communication and collaboration skills across technical and non-technical audiences.
- Proficiency in tools such as JIRA, Confluence, Excel, and process mapping tools (Lucidchart, Visio).
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceSalesforce architectureSalesforce flowsSalesforce automationSalesforce reportingrequirements gatheringuser storiesprocess flowsdata mappingsvalidation rules
Soft skills
communicationcollaborationstakeholder engagementAgile methodologiesbacklog refinementproblem-solvingprocess improvementdocumentationleadershiporganizational skills