Senior Salesforce Analyst

TAIT is seeking a Salesforce Analyst to act as a key intermediary between business stakeholders and technical delivery teams. This role is responsible for translating business needs into clear, actionable requirements that support Salesforce configuration, enhancements, and integrations, as well as downstream analytics and reporting in Power BI.
The Salesforce Analyst will work across multiple business functions to define scope, manage demand, support solution delivery, and ensure that Salesforce workflows, configuration, and reporting solutions meet business requirements and quality standards. 

This role is considered remote, which means the employee will work remotely on an ongoing basis and will not have an assigned workspace at a Company designated location.

Essential Responsibilities:

• Partner with business stakeholders to gather, analyze, and document business, functional, and reporting requirements related to Salesforce
• Facilitate workshops and discovery sessions to understand business processes, pain points, data needs, and desired outcomes
• Clearly define scope, assumptions, dependencies, and success criteria for Salesforce initiatives and enhancements
• Maintain comprehensive and up-to-date requirements documentation aligned with Salesforce standards and TAIT governance practices
• Prepare detailed hand-off documentation for Salesforce build and run teams, including:
• Configuration requirements (objects, fields, validation rules, flows, page layouts, permissions)
• Workflow and automation logic (Flows, approvals, triggers where applicable)
• Data model impacts and field-level details
• Collaborate with Salesforce Administrators, Developers, and Architects to ensure requirements are understood and feasible
• Support release planning by clarifying requirements, priorities, and dependencies
• Test and validate Salesforce configuration, workflows, and automation against defined acceptance criteria
• Support user acceptance testing (UAT), defect triage, and issue resolution
• Act as the primary liaison between business teams and Power BI developers for Salesforce-based analytics
• Produce clear technical hand-off documentation for analytics teams
• Filtering, security, and data refresh requirements
• Validate Power BI datasets, dashboards, and reports to ensure accuracy, completeness, and alignment with business expectations
• Ensure consistency between Salesforce configuration and downstream analytics output
• Intake and assess Salesforce-related requests from multiple business teams
• Support prioritization of requests based on business value, urgency, effort, and platform impact
• Maintain visibility into the Salesforce backlog, request status, and delivery timeline
• Communicate priorities, progress, blockers, and risks to stakeholders and leadership
• Develop and maintain a strong understanding of TAIT’s Salesforce data model and reporting architecture
• Identify data quality issues, gaps, or inconsistencies impacting workflows or reporting
• Work with platform and business teams to resolve data-related issues and improve data governance

Minimum Qualifications:

• High School Diploma or GED
• 7+ years of experience in a Salesforce Analyst or similar
• Strong experience documenting business and functional requirements for Salesforce platforms
• Hands-on knowledge of Salesforce configuration concepts (objects, fields, flows, validation rules, reports, dashboards)
• Experience supporting analytics or BI tools, preferably Power BI
• Strong understanding of business processes, data structures, and KPIs
• Excellent written and verbal communication skills, with the ability to bridge business and technical teams

 Preferred Qualifications:

• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, Platform App Builder)
• Experience working in complex, multi-functional or global organizations
• Familiarity with Agile, Scrum, or hybrid delivery methodologies
• Experience supporting Sales Cloud, Service Cloud, CPQ, or Professional Services use cases 

TAIT Benefits:
 
Competitive medical, dental, and vision insurance plans
Health Savings Account (HSA) with employer contributions (HDHP plans)
Flexible Spending Accounts (Medical & Dependent Care)
Employer-paid life insurance with optional supplemental coverage
Employer-paid Short-term with optional long-term disability insurance
401(k) retirement plan with company match
Paid parental leave
Employee Assistance Program (EAP)
Wellness stipends
Voluntary benefits (e.g., accident, critical illness)
Paid vacation and 12 holidays

The pay rate for this remote role is $125,000 to $135,000 per year. The base pay offered may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience, among other factors.

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