Nearsure

Salesforce Analyst

• Collect business requirements through stakeholder interviews and workshops across multiple functions (Service, Field Service, Operations, Finance, etc.).
• Capture and document AS-IS business processes and identify stakeholder needs.
• Define business outcomes, KPIs, and measurable acceptance criteria.
• Identify regulatory, compliance constraints, and business rules impacting solutions.
• Maintain clear documentation of business requirements and process flows.
• Collaborate with stakeholders and solution teams to design Salesforce solutions aligned with business processes.
• Define Salesforce data requirements, including fields, validation rules, picklists, and record types.
• Define reporting and analytics requirements, including dashboards and operational reports.
• Translate business needs into clear, well-structured user stories with acceptance criteria.
• Partner with Solution Owners and stakeholders to prioritize and manage the backlog.
• Manage dependencies and clarify scope boundaries throughout delivery.
• Maintain requirements traceability across design, testing, and deployment phases.
• Support testing activities to ensure solutions meet business requirements.
• Assist with data migration activities.
• Support training preparation and go-live activities.
• Contribute to business and technical documentation as required.

Senior Salesforce Business Analyst

Sales

• Lead project kickoffs with internal teams and stakeholders, confirming functional scope, success criteria, constraints, and ways of working.
• Establish and support delivery governance, including functional working sessions and regular status communication.
• Own the functional delivery plan across discovery, build, test, deploy, and hypercare phases, ensuring alignment with overall milestones and dependencies.
• Coordinate the design and delivery of Salesforce Service solutions in alignment with the Solution Owner’s direction, existing platform architecture, and compliance requirements.
• Translate business requirements into scalable functional and configuration designs following Salesforce best practices.
• Partner with Solution Owners and Developers to design, test, and implement solutions; review outputs to ensure functional correctness and maintainability.
• Run or support Agile ceremonies or phase-gate execution, remove functional blockers, and drive decisions to closure.
• Ensure alignment and coherence across functional workstreams and manage dependencies.
• Coordinate functional support for testing, data migration, documentation, deployment, and go-live activities.
• Produce and maintain solution blueprints, process flows, user stories, and admin/technical documentation.
• Provide post-implementation functional support, troubleshooting, and hypercare coordination.

Senior Salesforce Business Analyst

Salesforce Functional Lead