DocPlanner

Business Analyst, Salesforce

DocPlanner

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇪🇸 Spain

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Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Requirement collection/alignment
  • Own requirements from intake to DoR: Produce user stories with acceptance criteria and non-functional requirements (performance, security, scale).
  • Continuously work with stakeholders to improve quality of request, fulfilling our Definition of Ready with high standards.
  • Partner with architects/engineering to align on solution design.
  • Support PM on requirements discovery with stakeholders.
  • Support reporting & analytics needs (fields, definitions, dashboards) with RevOps/BI.
  • Governance Define data models/taxonomies, prepare data mapping and support migration/cutover planning.
  • Prepare and run UAT with business users; track defects to acceptance; contribute to release notes.
  • Contribute to Business and Technical refinement meetings as well as Prioritization sessions.
  • Drive continuous improvement: templates, standards, and ways of working across teams.

Requirements

  • 3 to 5+ years as a Business Analyst in Salesforce environment.
  • Strong requirements engineering (stories, Acceptance Criteria), process mapping, and stakeholder facilitation (experience with GTM teams ideal).
  • Solid data literacy (object/field design, mappings, basic SQL/Sheets).
  • Experience coordinating UAT and working across product, engineering, or operations teams.
  • Comfortable with Jira/Confluence (or similar) and diagramming tools (Miro/Figma).
  • Excellent written and spoken English.
  • Salesforce certifications (BA, Admin, App Builder) or hands-on exposure to Sales/CS processes are nice-to-have.
  • Extensive experience with, and deep knowledge of Jira.
  • Familiarity with QA practices, release processes, or analytics tools.
  • Experience with integrations (e.g., CTI system, scheduling, email tools).
Benefits
  • Healthcare insurance – so you can focus on what matters.
  • Wellness that works for you – from gym memberships to mental health support, we’ve got you covered.
  • Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance.
  • ESOP (Employee Share Option Plan) after 6 months with us - available from specific seniority levels, because we believe in sharing our success!
  • Local perks – Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave.
  • Career Growth – We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether within your team or through cross-functional projects.
  • A Truly Global Team – Work with talented people from all over the world in a diverse and inclusive environment.
  • Flexibility That Works for You – Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
requirements engineeringuser storiesacceptance criteriaprocess mappingdata literacybasic SQLUAT coordinationdata modelsdata mappingintegrations
Soft skills
stakeholder facilitationcontinuous improvementcommunicationcollaboration
Certifications
Salesforce BASalesforce AdminSalesforce App Builder