Salesforce Business Analyst

What You’ll Do

• Collaborate with RevOps and stakeholders across sales, customer success (CS), and marketing operations to gather, challenge, and document requirements.
• Translate business needs into clear user stories with acceptance criteria, and map both current and future-state processes, including opportunity management, handoffs, routing, and account plans.
• Serve as the primary point of contact for incoming requests, triaging and resolving daily operations, while backlogging others for roadmap prioritization and keeping requesters updated on status.
• Maintain clean, well-scoped, and organized intake queues to ensure efficiency.
• Oversee User Acceptance Testing (UAT), develop and execute test plans, validate against acceptance criteria, and coordinate release readiness with Technical Enablement.
• Track work through the delivery pipeline, sprint boards, sandbox promotion, and release timing to ensure timely delivery.
• Preserve documentation, data-dictionary entries, and process/SOP artifacts to maintain system clarity.
• Perform light declarative configuration where beneficial, such as reports, fields, and layouts.

What You’ll Bring

• 3–5 years of experience as a Business Analyst, preferably in a Salesforce and/or RevOps environment.
• Strong skills in requirements elicitation, user-story writing, and process-mapping. You should be adept at asking insightful questions beyond the obvious.
• Working knowledge of Salesforce, including objects, records, reports, and conceptual automation. A Salesforce Admin certification is a plus.
• Experience in running UAT, creating documentation, and managing stakeholders across go-to-market teams.
• Experience managing a request-intake/triage process and maintaining a shared queue (e.g., a Jira project) to ensure it remains clean and current.
• Some familiarity with Salesforce release mechanics, sandboxes, change sets, or a CI/CD tool, and how a build transitions from development to production.
• Comfort in a fast-paced, cross-functional environment where priorities can shift rapidly, and clarity is your responsibility to provide.

Nice to Have

• Familiarity with the GTM stack, including tools like LeanData, Qualified, Inflection, Nooks, and BI/reporting tools such as Tableau.
• Knowledge of RevOps processes, including segmentation, lifecycle, coverage, and forecasting.

What Success Looks Like

• Effectively translates complex or ambiguous business needs into clear process designs, requirements, user stories, and acceptance criteria.
• Enhances intake quality so that approved work is fully scoped, prioritized, and ready for the delivery team to build.
• Leads business testing and secures stakeholder signoff, ensuring releases address the intended problems and are ready for adoption.
• Maintains clear process and system documentation, reducing requirement-related rework and back-and-forth for builders.