Senior Salesforce Business Analyst

Position Title: Senior Salesforce Business Analyst

Position Classification: Regular, Exempt, Full-Time, 40 hours/week

Reports to: Senior Director, CRM Strategy and Operations

Location: Employees in this role can work from our Boston, MA office, remotely within the U.S. or a hybrid of these two options.

Please note that we do not sponsor U.S. work authorization for this role. Candidates must be able to legally work in the U.S. without visa sponsorship. 

Application Instructions: a Cover Letter and Resume/CV are required in addition to the application.

Position Overview

This is a forward-looking role that will support user adoption of Salesforce and integrated platforms and applications. As the Salesforce Business Analyst, you will be responsible for building partnerships across business teams in the Resource Generation Branch while you document processes and gaps in solutions, gather requirements and communicate to stakeholders to maintain alignment and product solutions. You will work closely with technical colleagues and business stakeholders to design and develop custom solutions and integrations that follow best practices using agile project management methodology.

Responsibilities:

• Act as a liaison between business stakeholders and technical teams to understand business processes, workflows, needs and gaps and identify opportunities to optimize Salesforce and improve efficiency.
• Organize and conduct needs assessments and discovery workshops and assist in prioritization of requests and features; document requirements and write high-quality user stories and acceptance criteria.
• Design and oversee user acceptance testing.
• Capture, document and maintain business process logic.
• Participate in project planning and backlog refinement sessions with technical colleagues to align solutions, identify dependencies and ensure functional results.
• Communicate project updates, deployments of new features and process changes to users and stakeholders.
• Create and maintain user training materials and SOPs; lead user training to support rollout of new features and processes.
• Stay up to date on Salesforce releases, integrated platforms and other relevant tools.

Qualifications

• 5+ years of experience as a Business Analyst, with at least 2 years supporting Salesforce in a nonprofit setting.
• Clear understanding of the development field and practices including moves management, donor engagement, prospect research and gift processing.

• Strong understanding of Salesforce architecture, products and best practices. Familiarity with Salesforce automation tools such as Flows and Apex Triggers and Salesforce-integrated platforms and managed packages such as HubSpot and Conga.
• Salesforce Business Analyst and Salesforce Platform Administrator Certifications highly preferred.
• Demonstrated experience facilitating discussions, providing stakeholder updates, writing business requirements, user stories and use cases, process

Skills

• Self-motivated and detail-oriented professional who champions t