Business Analyst

Job Purpose
The SFDC PMO - Functional role is responsible for managing Salesforce requirements and coordinating delivery from requirement discussion through production go-live. The role works closely with Business, Product, Development, QA, InfoSec, Support, and partner teams to ensure clear requirements, timely delivery, quality testing, process compliance, and regular stakeholder reporting

Duties and Responsibilities
Understand business requirements and convert them into clear functional requirements.
Prepare and maintain Understanding Documents (UD), process flows, acceptance criteria, and traceability between requirements, UD, and test scenarios.
Coordinate requirement clarifications, solution discussions, effort estimates, scope confirmation, and business sign-off.
Plan and track user stories across solutioning, development, IT UAT, Business UAT, N2P, InfoSec, release readiness, production deployment, and CUG closure.
Conduct regular stand-ups and review meetings; publish minutes, decisions, owners, and timelines.
Coordinate test case preparation, IT UAT, Business UAT, defect tracking, retesting, regression testing, and formal sign-offs.
Ensure production issues, release defects, and pending actions are tracked to closure with RCA and preventive actions.
Maintain complete and accurate Azure Boards records, including work items, status, hierarchy, links, tags, attachments, and closure evidence.
Publish weekly and monthly dashboards covering delivery status, capacity, quality, incidents, risks, delays, and key dependencies.
Ensure adherence to SFDC governance, audit, security, compliance, documentation, and change-management processes.
Act as the functional coordination point between Business, Product, Development, QA, Support, InfoSec, Compliance, and partner teams.
Highlight risks, blockers, scope changes, and delays early; drive ownership and timely escalation.
Support business demos, training, release communication, CUG feedback, and adoption activities. Key Decisions / Dimensions

Recommend requirement readiness, delivery priority, and release readiness based on evidence and approvals.

Agree meeting cadence, trackers, reporting format, action owners, and escalation path.

Escalate unresolved risks, scope gaps, dependency issues, and sign-off delays to the Delivery Lead / Application Owner.

The role does not independently approve technical design, security exceptions, production access, or business scope changes.

Major Challenges

Require highly customized Salesforce solutions tailored to their unique workflows, industry standards, and customer interactions.

Integrating Salesforce with third-party systems

Data security and regulatory compliance are paramount, especially when handling sensitive customer data.

Salesforce releases updates three times a year (Winter, Spring, Summer), often introducing new features, changes, and deprecations

Managing changing requirements, urgent priorities, and cross-system dependencies without losing delivery control.

Coordinating multiple teams and partners across tight timelines and parallel releases.

Ensuring complete documentation, traceability, approvals, and audit readiness throughout the lifecycle.

Balancing speed, quality, security, compliance, and production stability.

Required Qualifications and Experience
a) Qualifications
Educational - BE/BTECH/MCA/MBA

Preferred Salesforce certifications: Salesforce Certified Administrator or Salesforce Business Analyst.

Good functional understanding of Sales Cloud, Service Cloud, Salesforce objects, workflows / flows, security model, integrations, reports, environments, and release lifecycle.

Agile delivery, requirement analysis, user stories, acceptance criteria, UAT, release management, risk and dependency management, and stakeholder reporting.

Salesforce, Azure DevOps / Azure Boards, Microsoft Excel, PowerPoint, Word, Teams, and reporting dashboards.

Strong communication, documentation, coordination, analytical thinking, ownership, attention to detail, and ability to manage multiple priorities.

Understanding of the Salesforce product suite including Salesforce1, Sales Cloud, Service Cloud, App Cloud, Communities and AppExchange / ISV solutions

Need Experience in designing and implementing new Sales force objects workflow rules custom layouts and other standard Sales force customizations.

Knowledge of Salesforce security concepts, including profiles, roles, permission sets, and sharing rules

Proven ability to design and optimize business processes and to integrate business processes across disparate systems.

Strong problem-solving skills with the ability to work cross-functionally in a fast-paced and rapidly changing work environment either on a team or as an individual contributor.

Management of Salesforce projects from start to finish using agile delivery approach.

Outstanding teamwork skills

Demonstrated analytical and qualitative abilities.

b) Work Experience
4-7 years of experience in IT project coordination, PMO, business analysis, or functional delivery; Salesforce project experience is preferred.