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Salesforce Business Analyst II

Western & Southern Financial Group
Cincinnati, United Statesfull_timeVerifiedPosted 20 Jul 2026

About the role

Overview

Collaborates with stakeholders to identify and articulate business and stakeholder requirements for the entire Salesforce suite of products, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying, and validating business, stakeholder, solution, and transition requirements, and communicating those requirements to Salesforce solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence, and leadership skills to ensure stakeholder expectations are met. Produces requirements on medium-to-large, semi‑complex Enterprise projects that require planning, elicitation, documentation, analysis, and management of business. Acts as a liaison between the business customer and information technology (IT) project team(s) by building cooperative, constructive, effective working relationships with internal and external customers. Ensures IT understands the business and stakeholder Salesforce requirements and resolves any gaps in understanding. Guides and advises less-experienced BAs. Responsible to make an established range of decisions, escalating to management when necessary, and updating the manager on a regular basis.

Responsibilities

What you will do:
  • Responsible for planning and monitoring activities for business analysis activities. Chooses a business analysis approach that is appropriate for the Salesforce change. Performs a stakeholder analysis to determine potential types and areas of the impact associated with the change. Builds a strong relationship with the project manager to ensure a common understanding of the goals, objectives, and scope of a change initiative.
  • Responsible for elicitation of business requirements and related activities for Salesforce. Uses a variety of elicitation techniques to identify the characteristics of the change. Confirms and communicates what the stakeholders' needs are. Identifies and cultivates relationships with key stakeholders; forms and asks probing questions and actively listens to responses.
  • Responsible for activities related to business Salesforce requirements management and communication. Translates business concerns, questions, and desires into clear stakeholder requirements through use cases, process diagrams, functional requirements, and others. Defines relationships between various types of requirements. Traces requirements to business objectives, test cases, and solutions. Assesses the value, urgency, and risk associated with each individual requirement. Evaluates new and changing requirements for impact on projects. Works with stakeholders to reach approval and agreement on Salesforce requirements. Acts as a liaison between the stakeholder and project team(s) to ensure understanding of the requirements will result in an effective solution.
  • Responsible for requirements analysis and design definition. Analyzes the Salesforce needs in order to recommend a solution or a range of solutions. Analyzes and quantifies the potential value of the solution options. Models and/or tailors requirements so they are understandable and usable by each stakeholder group.
  • Coordinates and facilitates meetings with representatives from all levels of the organization, vendors, and regulatory agencies as required to support planning, validation/acceptance, and final deployment processes.
  • Provides support, mentoring, and guidance to project teams and incumbents.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

  • Bachelor's Degree In business, finance, or IT preferred, or commensurate experience. - Required
  • If no degree, minimum of three years of professional business and/or IT experience is - Required
  • Minimum of seven years of business analysis experience in IT or a business environment. - Required
  • Experience working with technology and implementations for an enterprise IT application platform such as Salesforce. - Required
  • Demonstrated experience writing requirements documents. Requirements are well formed, cohesive, complete, consistent, feasible, modifiable, unambiguous and testable. - Required
  • Demonstrated experience with requirements analysis/management tools. - Required
  • Demonstrated experience setting goals and successfully implementing and achieving goals. - Required
  • Demonstrated experience creating and working in a team culture that is committed to collaborative cross-functional relationships and service excellence. - Required
  • Proven ability to do a stakeholder analysis, select a project approach and estimate BA effort. -
  • Proven understanding of the distinction between requirements: business, stakeh

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Company

Western & Southern Financial Group

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