Ness Digital Engineering

Salesforce Business Analyst

Ness Digital Engineering

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Tech Stack

Cloud

About the role

  • Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross-functional business stakeholders
  • Translate business needs into detailed user stories, acceptance criteria, and functional specifications using tools like JIRA
  • Document As-Is and To-Be process flows, data models, and system touchpoints using Confluence or similar documentation platforms
  • Maintain and groom the product backlog, ensuring alignment with business priorities and overall roadmap
  • Conduct impact assessments and feasibility studies for new features and enhancements
  • Recommend scalable Salesforce solutions leveraging Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes, and platform automation features
  • Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented
  • Develop UAT plans, create test scenarios, coordinate UAT cycles with business users, and track issues to closure
  • Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained
  • Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring, and operational insights
  • Act as the bridge between business users and the Salesforce technical team
  • Facilitate cross-functional alignment, ensuring prioritization and dependencies are clearly understood
  • Provide transparent communication on progress, risks, and changes
  • Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments

Requirements

  • 5–9 years of Business Analyst experience, with at least 3+ years on Salesforce projects
  • Experience working with Private Equity, portfolio companies, asset management, or financial services environments
  • Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows
  • Hands-on experience with JIRA, Confluence, backlog management, and roadmap planning
  • Strong abilities in process documentation, data modeling, and writing user stories
  • Understanding of Salesforce security model, permission sets, record access, and governance
  • Experience managing UAT, defect triage, and user training
  • Strong communication, analytical, and stakeholder management skills
  • Familiarity with data migration tools (Data Loader) and integrations (API concepts)
Benefits
  • access to trainings and certifications
  • bonuses
  • socializing activities
  • attractive compensation

Applicant Tracking System Keywords

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

Hard skills
SalesforceSales CloudService CloudFlowsApproval ProcessesUAT managementprocess documentationdata modelinguser storiesdefect triage
Soft skills
communicationanalytical skillsstakeholder managementcross-functional alignmentfacilitationrequirements gatheringimpact assessmentfeasibility studiestransparencyagile delivery