Lead I - Salesforce Business Analyst

Salesforce Business Analyst

Hiring Location: Kochi/Trivandum/Gurgoan/Noida / Bengaluru / Chennai / Pune

Experience Range: 10 to 15yrs

• Minimum 5+ years as Salesforce Business Analyst
• Experience working as Scrum Master / Agile Facilitator preferred
• Exposure to large-scale Salesforce transformation programs

Must-Have Skills

Salesforce Business Analysis

• Requirement Gathering & Elicitation
• Business Process Analysis
• BRD / FRD Preparation
• User Story Creation
• Acceptance Criteria Definition
• Requirement Traceability Matrix (RTM)
• Gap Analysis & Impact Analysis
• Stakeholder Management
• Process Mapping & Workflow Documentation

Salesforce Platform Knowledge

• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Data Model
• Objects, Fields & Relationships
• Profiles, Roles & Security Model
• Validation Rules
• Workflow Rules & Salesforce Flows
• Reports & Dashboards
• Case Management
• Lead-to-Opportunity Process
• Opportunity Management

Agile / Scrum

• Scrum Ceremonies Facilitation
• Sprint Planning
• Daily Standups
• Backlog Grooming
• Sprint Reviews
• Retrospectives
• Definition of Ready (DoR)
• Definition of Done (DoD)
• Backlog Prioritization
• Release Planning

Tools

• JIRA
• Confluence
• Azure DevOps (optional alternate)
• Microsoft Office Suite
• Visio / Lucidchart for process documentation

Communication & Stakeholder Skills

• Executive Stakeholder Management
• Workshop Facilitation
• Requirement Workshops
• Cross-functional Collaboration
• Risk & Dependency Management
• Strong Verbal & Written Communication

Good-to-Have Skills

Salesforce Ecosystem

• Salesforce CPQ
• Experience Cloud
• Marketing Cloud
• Revenue Cloud
• Salesforce Certifications (Admin / Business Analyst / Sales Cloud Consultant)

Delivery & Testing

• UAT Planning & Coordination
• Test Case Creation
• Defect Management
• Release Readiness Activities
• Post-production Validation

Scrum Master Exposure

• Scrum Master Certification (CSM, PSM)
• Agile Coaching
• Team Velocity Tracking
• Agile Metrics Reporting

Integration Knowledge

• Salesforce Integrations
• REST APIs
• Middleware Platforms
• Data Migration Projects

Domain Expertise

• CRM Transformation Programs
• Sales Operations
• Customer Service Operations
• Enterprise Digital Transformation Initiatives

Key Responsibilities

Business Analysis

• Gather, analyze, and document business requirements.
• Translate business needs into functional requirements and user stories.
• Prepare BRDs, FRDs, process flows, and RTMs.
• Conduct impact assessments for enhancements and change requests.

Salesforce Delivery Support

• Collaborate with Salesforce Developers, Admins, and Architects.
• Provide functional guidance on Salesforce capabilities.
• Support UAT planning, execution, and business validation.
• Assist in release readiness and post-deployment activities.

Agile Delivery

• Participate in Agile ceremonies.
• Work closely with Product Owners on backlog prioritization.
• Ensure user stories meet Definition of Ready (DoR).
• Facilitate communication between business and technical teams.

Stakeholder Management

• Conduct workshops and requirement review sessions.
• Manage stakeholder expectations.
• Communicate project status, risks, dependencies, and decisions.

Preferred Certifications

• Salesforce Certified Business Analyst
• Salesforce Administrator
• Salesforce Sales Cloud Consultant
• Certified Scrum Master (CSM)
• Professional Scrum Master (PSM)