Salesforce Business Analyst

Ness Digital Engineering

Salesforce Business Analyst supporting Private Equity firms and driving business analysis with product ownership. Collaborating with stakeholders to ensure high-quality delivery of Salesforce enhancements.

Posted 6/5/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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
Ensure solutions adhere to Salesforce best practices, platform governance, and architectural guidelines
Support developers and architects by clarifying requirements and validating solution designs
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
Conduct end-user training sessions, create training materials, and support onboarding for internal users and portfolio company teams
Support data mapping, data harmonization, migration activities, and validation
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

What you’ll need

4 - 10 years of Business Analyst experience
at least 4 - 10 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
Salesforce Administrator certification (mandatory)
Salesforce Sales Cloud or Service Cloud Consultant certifications (preferred)

Benefits

Comp & perks

access to trainings and certifications
bonuses
socializing activities
attractive compensation

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

business analysisuser storiesacceptance criteriaprocess documentationdata modelingUAT managementdefect triageSalesforce solutionsSalesforce best practicesagile delivery

Soft Skills

requirements gatheringcross-functional collaborationcommunicationtrainingfacilitationstakeholder managementproblem-solvingprioritizationtransparencyalignment

Certifications

Salesforce AdministratorSalesforce Sales Cloud ConsultantSalesforce Service Cloud Consultant