Salesforce Business Analyst

OSTechnical

Irvine, CA
2 days ago

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Skills

Acceptance Testingunmatched
Administrative Skillsunmatched
Agile Programming Methodologiesunmatched
Analysis Skillsunmatched
Artificial Intelligence (AI)unmatched
Atlassian JIRAunmatched
Automationunmatched
Best Practicesunmatched
Business Administrationunmatched
Business Analysisunmatched
Business Caseunmatched
Business Processesunmatched
Business Solutionsunmatched
Business Supportunmatched
Change Managementunmatched
Cloud Computingunmatched
Commercial Real Estateunmatched
Communication Skillsunmatched
Computer Scienceunmatched
Cross-Functionalunmatched
Customer Relationship Management (CRM) Systemsunmatched
Customer Retention/Renewalunmatched
Data Analysisunmatched
Data Modelingunmatched
Database Architectureunmatched
Design Documentunmatched
Documentationunmatched
Gap Analysisunmatched
Google Appsunmatched
Internet Applicationunmatched
Large-Scale Systemsunmatched
Leadershipunmatched
Management Strategyunmatched
Marketingunmatched
Mathematicsunmatched
Mock Upunmatched
On Site Supportunmatched
Operational Improvementunmatched
Operational Strategyunmatched
Operations Managementunmatched
Options Analysisunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Process Analysisunmatched
Process Improvementunmatched
Profit & Lossunmatched
Project/Program Coordinationunmatched
Project/Program Managementunmatched
Real Estateunmatched
Relational Databases (RDBMS)unmatched
Reporting Dashboardsunmatched
Requirements Managementunmatched
SAPunmatched
SQL (Structured Query Language)unmatched
Salesunmatched
Sales Qualificationunmatched
Salesforce.comunmatched
ServiceNowunmatched
Software Administrationunmatched
Software Development Lifecycle (SDLC)unmatched
Software Specificationunmatched
System Testunmatched
Systems Analysisunmatched
Tactical Communicationsunmatched
Technical/Engineering Designunmatched
Test Automationunmatched
Test Caseunmatched
Test Designunmatched
Testingunmatched
Use Casesunmatched

Description

Salesforce Business Analyst
Position Summary
The Salesforce Business Analyst supports the Office Division's Salesforce platform and works closely with senior leadership and end users to enhance the Customer Relationship Management (CRM) system. This role is responsible for improving Salesforce capabilities to attract and retain customers while ensuring operational efficiency.
The Business Analyst partners with leadership to design and document workflows, evaluate new business initiatives, and recommend technology solutions that align with organizational goals.
Responsibilities include analyzing complex business processes, gathering and interpreting business requirements, and translating those requirements into functional software specifications.
The analyst guides solutions throughout the Software Development Life Cycle (SDLC), including requirements gathering, testing, user acceptance, documentation, and implementation. This position also plays a strategic role in stakeholder management, change management, and influencing business decisions to deliver scalable and cost-effective solutions.
The Salesforce platform supports hundreds of users across multiple departments, requiring a strategic approach to enhancements while collaborating with cross-functional teams including Operations, Marketing, and external vendors.
Essential Job Functions
1. Strategy & Stakeholder Management

Lead major roadmap initiatives for Salesforce and integrated web applications.
Implement system enhancements and large-scale projects through:
- Business analysis
- Requirements gathering
- Functional design specifications
- Testing
- Training
- Documentation
Manage all requirements gathering, analysis, and testing for incoming user requests.
Effectively document and communicate tactical and strategic business requirements to:
- Management
- Business stakeholders
- Developers
Ensure business solutions align with organizational objectives.

2. Technical Implementation

Serve as the functional expert for Salesforce applications.
Develop:
- Business use cases
- Screen mock-ups
- Functional process documentation
Recommend Salesforce solutions applicable to the commercial real estate industry by leveraging:
- Existing technologies
- Previous implementation experience
- Industry best practices
Conduct functional business requirements gathering sessions.
Participate in research to identify solutions that address business needs.
Analyze:
- Requests for new functionality
- System enhancements
- Production issues reported by users
Produce project documentation including:
- Process maps
- System diagrams
- Logical data models
- Business requirements
- Gap analyses
- Report specifications
- Functional design documentation
Maintain standardized documentation throughout the quarterly Salesforce release cycle.

3. System Testing & Quality Assurance

Coordinate internal system release testing.
Manage User Acceptance Testing (UAT).
Facilitate organized issue resolution.
Train UAT participants on new applications and process changes.
Manage all phases of testing for supported applications.
Design comprehensive test plans including:
- Test cases
- Detailed test scripts
- Validation procedures
Collaborate with internal teams and vendors to evaluate testing automation opportunities.

4. Power Skills

Identify innovative opportunities to improve business value through:
- Artificial Intelligence (AI)
- Reporting insights
- Salesforce automation
Maintain effective communication with management regarding daily activities.
Escalate issues efficiently and constructively.
Influence key business decisions that improve operational efficiency and profitability.

Systems & Technologies Used
Salesforce Ecosystem

Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Field Service Lightning
Salesforce Marketing Cloud
Agentforce

Google Workspace

Gmail
Google Sheets
Google Docs
Google Slides
Google Drive
Gemini

Development & Collaboration

Claude Code
Jira
Confluence
SmartSheets
Lucidchart
ServiceNow
Qualtrics

Enterprise Systems

SAP
MRI
Other applications as required by project needs

Minimum Qualifications
Education

Bachelor's Degree from an accredited institution in:
- Business Administration
- Computer Science
- Related field

Experience

Minimum of 7 years of professional experience.
At least 5 years of experience as a:
- Salesforce Business Analyst, or
- Business Systems Analyst
Experience with Salesforce Sales Cloud.
Familiarity with SDLC methodologies including:
- Waterfall
- Agile
Experience using Jira and Confluence.
Strong knowledge of Salesforce Reports and Dashboards.
Understanding of relational database architecture.
Experience writing SQL and SOQL SELECT statements for data analysis.
Experience leading business meetings.
Ability to independently conduct User Acceptance Testing (UAT).
Experience extracting data and evaluating reporting options.
Familiarity with project management principles.
Strong mathematical and technical aptitude.
Excellent project coordination and organizational skills.
Ability to analyze and document complex business processes.
Strong analytical and problem-solving skills.
Ability to understand technical system concepts.
Advanced proficiency with Google Workspace, especially:
- Docs
- Sheets
- Slides
- Lucidchart
Experience with MRI and commercial or residential real estate applications is preferred.

Required Certifications
Required

Salesforce Certified Administrator
Salesforce Certified Business Analyst

Preferred

Salesforce Certified Platform App Builder

Numbers & Facts

Location

Irvine, CA

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