Partner with the finance team, attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement
Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes
Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation
Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices
Support change management efforts by documenting and communicating process changes
Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development
Ensure Salesforce configuration, automation, and UX decisions align with defined processes, terminology, and governance frameworks
Assist with backlog grooming by validating priority, business impact, and alignment with product strategy
Collaborate closely with the Agile Project Manager to support sprint planning, refinement, and sprint reviews
Help evaluate new features, platform capabilities, and enhancement requests, making recommendations based on user needs and system best practices
Develop user enablement materials, ensuring consistency between documented workflows and system behavior, aligning materials and training to org-wide frameworks and tools
Develop test plans, test cases, and test scripts for new features or enhancements
Execute functional, regression, and user acceptance testing (UAT)
Validate that delivered features meet requirements and deliver the intended business value
Validate features against defined workflows and SOPs to ensure system updates reflect the intended business process
Clearly document and communicate defects or improvement opportunities to technical team members
Support UAT with end users, helping ensure adoption readiness
Assist with new feature rollouts, including training materials, release notes, and communications
Provide guidance and support to users during onboarding or changes to case management processes
Identify recurring support themes and recommend system or process improvements
Partner with Senior and Junior Salesforce Admins on root-cause analysis for user pain points and data quality issues
Use reporting and dashboards to analyze user trends, operational bottlenecks, or system issues
Support data validation efforts for new features or major releases
Help define KPIs and success metrics for features or process changes
Stay current on Salesforce platform capabilities, especially declarative tools such as Flow, Lightning App Builder, and reporting enhancements
Stay current on AI technologies and make recommendations for incorporating AI into workflows in ways that align with overall EP AI strategy and policies
Participate in Agile ceremonies, contributing insights that help improve delivery velocity, team alignment, and platform quality
Recommend enhancements or optimizations based on user feedback and operational data

Requirements

Bachelor’s Degree in Business Administration, Information Systems, Accounting/Finance, or a related discipline
4+ years of experience as a Business Analyst, Product Analyst, or similar role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions
Strong understanding of business process analysis, workflow mapping, and functional requirements documentation
Familiarity with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise
Experience writing user stories and acceptance criteria in Agile environments (Jira, Azure DevOps, etc.)
Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language
Strong analytical and problem-solving abilities, with attention to detail
Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment
Passion for delivering user-centric solutions and improving operational efficiency

Benefits

Opportunity to do challenging and highly rewarding work at a fast-growing firm with an inspiring mission
Opportunity to join intelligent, creative, and dedicated immigration professionals who value respectful, collaborative working relationships
Inclusive firm culture celebrating diverse perspectives, backgrounds, identities, and experiences
People-centered workplace policies and flexible work schedules, including remote work opportunities
Competitive compensation, health/dental/vision/life insurance benefits, a 401(k)-retirement savings plan with employer-matching, and a generous paid-time-off policy
Casual attire and lots of free food when working from the office

Applicant Tracking System Keywords

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

Hard Skills & Tools

business process analysisworkflow mappingfunctional requirements documentationuser storiesacceptance criteriatest planstest casesuser acceptance testingdata validationKPI definition

Soft Skills

communication skillsanalytical abilitiesproblem-solvingattention to detailcross-functional collaborationuser-centric solutionsoperational efficiencychange managementtraining developmentroot-cause analysis