WernerCo.

Salesforce Business Analyst

WernerCo.

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Tech Stack

Cloud

About the role

  • Lead end-to-end requirements gathering & solution design
  • Drive business workshops, document requirements, translate business needs into Salesforce-ready specifications, and validate alignment across global commercial, service, and IT teams.
  • Own UAT readiness, execution, and issue resolution
  • Manage UAT cycles including test case creation, environment readiness checks, deployment validation, error triage, coordination with developers/architects, and communication of results.
  • Manage backlog, defects, and cross team prioritization
  • Maintain and organize the enhancement backlog, coordinate with BSA/Dev teams, track bug resolution, and ensure business continuity on critical issues (e.g., Flow failures, CPU limits, missing methods, Apex errors).
  • Drive Salesforce data quality, data cleanup, and governance initiatives
  • Lead audits and cleanup efforts for Opportunities, Leads, Accounts, user profiles, stale/opportunity closeouts, and global visibility rules to ensure system accuracy and compliance.
  • Support complex integrations (Snowflake → Data Cloud → Salesforce)
  • Collaborate with Data Cloud architects, understand data models (DMO/DLO), perform field mapping, troubleshoot enrichment bugs, test zero copy pipelines, validate data sync behavior, and drive POC work.
  • Configure Salesforce declarative capabilities
  • Design/update Flows, validation rules, page layouts, record types, dynamic rules, list views, and permission-based visibility to support evolving sales processes (Lead Wizard, Opportunity layouts, required fields, automation logic).
  • Act as frontline SME for sales/support teams
  • Respond to functional questions, troubleshoot configuration issues, validate business logic impacts, and guide users through system changes or new feature rollouts (Lead conversion, Data Cloud behavior, UAT issues).
  • Manage deployment coordination and post release hyper care
  • Review change sets, validate pre/post-deployment activities, coordinate with technical teams, and support hyper care to ensure smooth go live for phases like Pro Sales, global changes, and Data Cloud updates.
  • Maintain documentation, training materials, and communication plans
  • Create and update functional documentation, field mapping references, deployment readouts, feedback trackers, and guides for users and stakeholders.
  • Serve as liaison between business, IT, vendors, and Salesforce Support
  • Coordinate with Salesforce CSMs and architects, external vendors (e.g., Tribal, TruSummit), and internal teams to escalate issues, validate fixes, and deliver shared understanding across all parties.
  • Performs other duties as assigned within the scope of responsibilities and requirements of the job

Requirements

  • Bachelor's degree in business, Information Systems, Computer Science, Data Analytics, or related field preferred or equivalent work experience required
  • 5 ~ 7 years of experience as Salesforce Administrator supporting Sales Cloud, Service Cloud and Marketing Cloud
  • Intermediate level Microsoft Outlook, Word, PowerPoint skills
  • Intermediate level Microsoft Excel skills
  • Strong requirements gathering, process mapping, and documentation skills
  • Ability to facilitate workshops and translate business needs into Salesforce solutions
  • Proficiency in Salesforce declarative configuration (Flows, rules, layouts, visibility controls)
  • Skilled in UAT planning, execution, and defect triage
  • Ability to manage backlogs, priorities, and stakeholder alignment
  • Knowledge of Salesforce data models, data governance, and visibility rules
  • Ability to troubleshoot configuration, data sync, and integration issues
  • Strong understanding of Data Cloud concepts (data models, identity resolution, enrichment)
  • Clear communicator with ability to explain technical concepts to non-technical users
  • Organized, detail-oriented, and able to manage multiple initiatives simultaneously
  • Strong problem-solving skills and a root-cause-first mindset
  • Ability to collaborate with IT, business teams, vendors, and Salesforce Support
  • 0% ~ 10% travel domestically required
Benefits
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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
SalesforceSales CloudService CloudMarketing CloudUAT planningSalesforce declarative configurationFlowsdata governancedata modelsintegration troubleshooting
Soft Skills
requirements gatheringprocess mappingdocumentationfacilitationcommunicationorganizationproblem-solvingdetail-orientedcollaborationstakeholder alignment