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Position: Salesforce Business Analyst
Duration: Contract
Location: : USA (Remote)
Job Description:
We're looking for a Salesforce Business Analyst who can own the full documentation and requirements lifecycle across multiple business domains — not just capture requirements but harmonize them. You'll be embedded in a mature, complex Salesforce org operating across interconnected teams, where misalignment between domains is a real risk and a single source of truth is not optional.
This role requires equal command of business process, platform mechanics, and technical writing. You will be the person other teams reference when there's a question about how something is supposed to work.
What You'll Do
Cross-Domain Harmonization
Identify conflicts, redundancies, and gaps across business domains operating within the same Salesforce org
Facilitate alignment sessions with domain leads to resolve competing requirements before they reach development
Maintain a unified view of how cross-domain processes interact — particularly where Service Cloud workflows intersect with other business functions
Functional Requirements
Elicit, document, and manage end-to-end functional requirements across multiple concurrent workstreams
Write well-structured user stories with clear acceptance criteria, edge cases, and dependencies called out explicitly
Own requirements traceability — from business need through solution design to UAT sign-off
Technical Writing
Produce documentation that is precise, audience-appropriate, and built to last — not just accurate at the time of writing
Translate complex platform configurations, integration behaviors, and process logic into clear written specifications usable by both technical and non-technical stakeholders
Establish and enforce documentation standards across the engagement
Gap Analysis
Conduct structured analysis of existing org configurations against current and future-state business requirements
Surface platform limitations, configuration debt, and process breakdowns with clear, prioritized findings
Recommend remediation paths that account for org complexity and downstream impact
UAT Support
Build UAT plans, test scripts, and entry/exit criteria aligned to documented requirements
Coordinate UAT execution with business stakeholders — track defects, manage retesting cycles, and own sign-off documentation
Serve as the requirements reference point during testing; triage defects against spec to determine bug vs. change request
Run Books
Author operational run books for Salesforce processes, including step-by-step procedures, decision trees, escalation paths, and exception handling
Ensure run books are maintained as living documents and versioned appropriately with each release
Write for the end user — clarity and usability over comprehensiveness
Single Source of Truth (SSOT) Documentation per Domain
Own and maintain domain-specific SSOT documentation repositories — process maps, data dictionaries, configuration logs, integration specs, and decision records
Establish a governance model for documentation ownership, review cadence, and change management
Ensure every domain has a current, trusted reference that reduces dependency on tribal knowledge
Required Skills & Experience
Salesforce Platform
3+ years of hands-on Salesforce BA or functional consultant experience in a complex, active org
Strong working knowledge of Service Cloud — case management, entitlements, queues, SLAs, omni-channel routing
Comfortable reading and interpreting existing org configuration (flows, validation rules, permission sets, object relationships) without needing a guide
Solid understanding of the Salesforce data model and how platform constraints shape solution and documentation decisions
Experience working across multiple business domains within a shared org environment
Technical Writing & Documentation
Demonstrated ability to produce high-quality BRDs, FRDs, process maps, data dictionaries, run books, and release notes
Proficient in documentation tooling: Confluence, SharePoint, Notion, or equivalent — with the ability to build and enforce a structure, not just populate one
Skilled in process modeling tools: Lucidchart, Miro, Visio, or equivalent
Able to write and interpret SOQL queries for data validation and requirements verification
Requirements & Delivery
Experienced with Agile and waterfall methodologies; comfortable managing requirements in Jira, Azure DevOps, or equivalent
Strong UAT facilitation skills — knows the difference between a test case and an acceptance criterion
Familiarity with Salesforce integrations at a conceptual level sufficient to document integration requirements and cross-system behaviors accurately
AI & Automation (Preferred)
Hands-on exposure to Agentforce (agent design, topic/action configuration, prompt templates) strongly preferred
Familiarity with Einstein for Service, Einstein Copilot, or Next Best Action — enough to document AI-driven workflows accurately
Able to capture AI use case requirements with appropriate specificity around inputs, outputs, fallback behavior, and human-in-the-loop touchpoints
Soft Skills That Actually Matter Here
Domain synthesis — You see across workstreams and proactively surface conflicts before they become defects or rework
Writing discipline — Your documentation is clear the first time; you don't write drafts that need a translator
Stakeholder management — You drive alignment in rooms where people disagree and keep the work moving without forcing bad decisions
Structured thinking — You decompose ambiguous problems systematically and document the reasoning, not just the outcome
Ownership mentality — The SSOT is yours; you treat documentation debt the same way a developer treats technical debt
Certifications
Required:
Salesforce Certified Administrator
Preferred (any of the following):
Salesforce Certified Business Analyst
Service Cloud Consultant
Salesforce AI Associate or AI Specialist
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