Salesforce CRM Business Systems Analyst
Summary
We are seeking a Salesforce Business Systems Analyst to support the delivery of CRM solutions across Sales Cloud and Service Cloud. This role is responsible for eliciting, analyzing, and translating business requirements into scalable technology solutions, ensuring alignment with business objectives and enabling efficient, high-quality delivery of CRM capabilities.
What You’ll Do
- Elicit, analyze, and document business requirements for Salesforce Sales Cloud and Service Cloud initiatives
- Translate business needs into detailed functional and technical specifications for development teams
- Collaborate with business stakeholders, product owners, and IT teams to define solution scope and requirements
- Facilitate requirements workshops, user story development, and backlog refinement
- Support solution design by working closely with developers and architects to ensure feasibility and alignment
- Conduct impact analysis and support decision-making by evaluating options and trade-offs
- Participate in system, integration, and user acceptance testing (UAT), ensuring requirements are met
- Ensure traceability between business requirements, design, and delivered solutions
- Support data analysis, process mapping, and optimization of CRM workflows
- Identify opportunities for process improvement, automation, and enhanced user experience
- Ensure compliance with enterprise governance, security, and data standards
- Collaborate across cross-functional teams to support successful project delivery
What You Bring
- Experience as a Business Systems Analyst supporting Salesforce CRM (Sales and/or Service Cloud)
- Strong skills in requirements elicitation, documentation, and stakeholder engagement
- Familiarity with Salesforce platform capabilities, including objects, workflows, and reporting
- Experience translating business requirements into user stories and functional specifications
- Understanding of Agile delivery methodologies and tools (e.g., Jira, Azure DevOps)
- Ability to perform impact analysis and support solution evaluation
- Strong analytical thinking and problem-solving skills
- Effective communication skills with both business and technical stakeholders
- Ability to manage multiple priorities and work in a fast-paced environment
Minimum Requirements
- Degree or equivalent experience
- Typically requires 4+ years of relevant experience
Preferable Skills & Experience:
- Salesforce certifications (e.g., Salesforce Administrator, Business Analyst certification)
- Strong experience with Sales Cloud (Leads, Opportunities) and Service Cloud (Case Management, Omni-Channel)
- Experience with process mapping, workflow design, and CRM optimization
- Familiarity with data modeling, reporting, and data quality management in Salesforce
- Exposure to integrations between Salesforce and enterprise systems
- Experience working in Agile/Scrum delivery environments
- Knowledge of CRM transformation or migration initiatives
- Exposure to AI-driven CRM capabilities (e.g., Agentforce, Einstein features, etc.)
- Experience working in large enterprise or regulated environments
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please
Our Base Pay Range for this position
$81,500 - $108,600
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