Salesforce Analyst

• Use Case Discovery: Facilitate workshops with IRS stakeholders to identify and prioritize business processes suitable for automation via Agentforce.
• Requirement Engineering: Document detailed user stories, acceptance criteria, and "Agent Instructions" (prompts) to ensure AI behaviors align with IRS policies.
• Process Mapping: Create "as-is" and "to-be" process flows, specifically identifying where AI agents can intervene to reduce manual touchpoints or improve data accuracy.
• AI Governance & Testing: Define testing strategies for AI grounding and accuracy; participate in User Acceptance Testing (UAT) to ensure agents do not produce hallucinations and adhere to security constraints.
• Change Management: Develop training materials and documentation to help IRS personnel transition to working alongside autonomous digital assistants.

Salesforce Business Analyst shaping IRS automation solutions at VXForward

Salesforce Business Analyst

Salesforce Business Analyst working with IRS stakeholders on AI-driven automation solutions. Creating user stories, process flows, and training materials for effective implementation.

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements
• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Own ambiguous, cross-functional Salesforce initiatives and mentor less-experienced analysts through example and feedback.

Business Analyst shaping Salesforce solutions for operational efficiency at Anderson Business Advisors.

Business Analyst – Salesforce

Business Analyst defining and refining Salesforce solutions for operational excellence at Anderson Business Advisors. Engage with users to transform business needs into actionable strategies.

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Salesforce Business Analyst

Business Analyst – Salesforce