Salesforce Business Analyst

Lido Advisors, LLC

Salesforce BA at Lido Advisors driving requirements and solution design across Salesforce CRM. Collaborating with stakeholders to enhance user experience and business outcomes in wealth management.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead discovery sessions with business users to understand current processes, pain points, and desired future state.
Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications.
Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations.
Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog.
Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards).
Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed.
Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption.
Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication.
Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs.
Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release.
Support release management activities (change documentation, release notes, enablement communications).
Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support.
Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations).
Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting).
Create and maintain end-user documentation, SOPs, and job aids.
Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency.
Track adoption feedback and propose improvements for usability, efficiency, and standardization.
Maintain configuration and technical documentation in the team's knowledge base.
Provide Level 3 support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams.
Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools.

Requirements

What you’ll need

Bachelor's degree in a related field, or equivalent professional experience.
3–4+ years’ experience as a Salesforce Business Analyst, or a BA/Admin hybrid supporting Salesforce implementations and enhancements.
Strong experience writing user stories, acceptance criteria, and translating business needs into clear functional requirements.
Hands-on understanding of Salesforce capabilities including: Standard/custom objects, fields, record types, page layouts Flow, validation rules, approval processes, permissions/sharing concepts Reports & dashboards.
Experience working in Agile/Scrum delivery models, Confluence/JIRA; comfortable with backlog grooming and sprint support.
Exceptional communication skills—able to collaborate with both technical and non-technical stakeholders.
Strong analytical/problem-solving ability with attention to detail and a bias for action.
Experience with source control and release management tools such as Git, Bitbucket/GitHub, Salesforce CLI, Salesforce Change Sets, or similar deployment technologies.
Ability to communicate clearly with technical and non-technical stakeholders.
Strong problem-solving skills, attention to detail, and willingness to ask questions, learn the business, and grow into broader solution ownership.

Benefits

Comp & perks

Equal opportunity employer
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law.
We do not discriminate against qualified applicants with arrest or conviction records.

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Applicant Tracking System Keywords

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Hard Skills & Tools

Salesforceuser storiesacceptance criteriafunctional requirementsprocess flowsvalidation rulesapproval processesdata mappingREST APIAgile

Soft Skills

communicationanalytical skillsproblem-solvingcollaborationattention to detailbias for actiontrainingstakeholder managementusability improvementprocess compliance