Senior Salesforce Business Analyst
AAreteAbout the role
Senior Salesforce Business Analyst
AArete is one-of-a-kind when it comes to consulting firm culture.
We’re a global, innovative management and technology consulting firm with offices in the U.S., India, and Europe. Our name comes from the Greek word for excellence: “Areté.” And excellence is exactly what we strive for. We’re celebrating our fourth year as one of Forbes’ World’s Best Management Consulting Firms – and our success starts with our people. From robust career development planning to competitive life and wellness benefits, AArete’s “Culture of Care” takes a holistic approach to the employee experience. AAretians (our team members) are leaders at every level. You are encouraged to unlock your full potential by directly contributing to our mission and prioritizing personal development and fulfillment.
The Role
We are seeking an experienced Salesforce Business Analyst with a focus on Digital Transformation to join our dynamic team. In this role, you will play a pivotal part in leading client engagements focused on leveraging Salesforce to optimize business processes, enhance constituent experiences, and modernize legacy systems. You will collaborate closely with cross-functional teams to analyze, design, and implement Salesforce solutions that deliver on client’s needs and continue to shape our Salesforce practice and digital transformation strategy.
Work You’ll Do
- Lead efforts to gather, analyze, and document business requirements for Salesforce solutions, supporting digital transformation goals
- Collaborate with stakeholders to understand business processes, pain points, and priorities and recommend Salesforce customizations and configurations that drive efficiency and innovation
- Translate business requirements into clear functional specifications, user stories, and process flows aligned to Salesforce best practices
- Partner with Salesforce architects and developers to design and implement Salesforce workflows, reports, dashboards, and custom objects that align with broader digital transformation efforts
- Act as a bridge between business stakeholders and technical teams, ensuring alignment of Salesforce solutions with the organization's needs and serving as a trusted advisor
- Support configuration, testing, and deployment activities including UAT planning and execution
- Support business development activities including solutioning, level of effort estimates, and proposal development
- Contribute to the growth of the AArete’s Salesforce practice by refining and developing templates, accelerators, and delivery standards
- Other duties as assigned
Requirements
- 5+ years of experience as a Salesforce Business Analyst or in a similar role
- Strong knowledge of Salesforce CRM, including Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, and custom applications
- Ability to gather and document business requirements and translate them into user stories and technical specifications
- Hands-on experience with Salesforce configuration, including workflows, process builders, and custom objects
- Excellent communication skills to work with stakeholders at various levels
- Willingness to engage in direct client interaction, including travel to client location
- Must be legally authorized to work in the United States without the need for employer sponsorship
Preferred Requirements
- Salesforce certifications such as Salesforce Certified Business Analyst, Administrator or Advanced Administrator
- Familiarity with custom application development within the Salesforce plat
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