Salesforce Business Systems Analyst

Job Title: Salesforce Business Systems Analyst

Experience: 6+ years

Location: Remote

Employment Type: Full-time

Role Overview

Drive requirements discovery, analysis, backlog refinement, business process analysis, and functional documentation for Salesforce initiatives, with a strong focus on Salesforce CPQ (Steelbrick) and Quote-to-Cash processes. Work closely with stakeholders, Product Owners, Developers, and QA teams to translate business needs into clear, unambiguous, and testable requirements that support efficient Agile delivery and minimize repeated clarification.

Key Responsibilities

• Gather, analyze, clarify, and document business requirements through stakeholder discussions, workshops, discovery sessions, and process reviews.
• Create high-quality user stories, acceptance criteria, business process flows, functional requirements, and supporting documentation that are clear and testable.
• Support requirements for Salesforce CPQ (Steelbrick), including product configuration, product modeling, pricing and pricing rules, quoting, renewals, Quote-to-Cash / quote-to-order workflows, and related business processes.
• Partner with Product Owners and stakeholders on backlog refinement, requirement prioritization, sprint readiness, and change-impact analysis.
• Work closely with Developers and QA Engineers to clarify requirements, resolve functional questions, and support implementation, validation, and defect triage.
• Support User Acceptance Testing (UAT) planning and validation, including scenario definition, acceptance criteria review, stakeholder coordination, and defect confirmation.
• Maintain Jira stories, process documentation, decision logs, enhancement intake, and traceability between requirements, implementation, and testing.
• Identify and communicate risks, dependencies, assumptions, gaps, and anticipated delays promptly.
• Participate actively in Agile/Scrum ceremonies, including backlog refinement, sprint planning, daily stand-ups, sprint reviews, and retrospectives.

Required Skills & Experience

• 4+ years of experience as a Salesforce Business Analyst or Business Systems Analyst.
• Strong expertise in Salesforce Sales Cloud, Service Cloud, and standard CRM business processes.
• Strong written communication skills with demonstrated ability to write precise user stories, acceptance criteria, process documentation, functional specifications, and business workflows.
• Strong understanding of Salesforce CRM business processes and hands-on functional knowledge of Salesforce CPQ (Steelbrick) / Quote-to-Cash processes.
• Hands-on experience with Salesforce CPQ configuration, product modeling, pricing rules, quoting, renewals, and related quote-to-order processes.
• Experience with Jira, backlog management, requirements traceability, Agile/Scrum methodologies, and stakeholder facilitation.
• Ability to translate business needs into functional solutions and collaborate effectively with Product Owners, technical teams, and QA teams.
• Strong analytical, problem-solving, documentation, facilitation, and communication skills.
• Ability to maintain a minimum 4-hour daily overlap with U.S. Eastern Time business hours for real-time collaboration and Agile ceremonies.

Certifications

• Salesforce Certified Business Analyst - Preferred
• Salesforce Certified Administrator - Preferred
• Salesforce CPQ Specialist - Preferred
• Salesforce Sales Cloud Consultant - Preferred

Role Expectations

• Maintain the required daily overlap with U.S. Eastern Time business hours and be available for stand-ups, sprint ceremonies, and real-time collaboration during the overlap window.
• Work within Agile/Scrum methodology and actively participate in ceremonies appropriate to the role.
• Maintain clear documentation for work performed and promptly communicate material issues, risks, dependencies, assumptions, gaps, and anticipated delays.
• Follow applicable security, access-control, confidentiality, privacy, and acceptable-use requirements.
• Adapt to changing priorities and assignments within the scope of the role while maintaining clear requirements and delivery support.