Senior Salesforce CRM Business Analyst
Requirement Gathering: Interview stakeholders to identify business needs, pain points, and strategic goals.
Process Mapping: Document "as-is" workflows and design improved "to-be" processes using tools like Microsoft Visio or Lucidchart.
System Configuration: Build and configure Salesforce features, including custom objects, fields, validation rules, flows, reports, and dashboards.
Documentation: Write detailed Business Requirement Documents (BRDs), functional specifications, and user stories with clear acceptance criteria.
Testing & Training: Lead User Acceptance Testing (UAT), create training materials, and conduct end-user training to ensure high adoption rates.
Collaboration: Act as a liaison between the business units and developers/administrators, ensuring smooth system integration and development.
Proficiency in Salesforce CRM, including Sales Cloud, Service Cloud, or Experience Cloud.
Exceptional ability to translate complex technical jargon into understandable business terms, and vice versa.
Strong problem-solving skills to evaluate management processes and key performance indicators (KPIs).
Familiarity with Agile frameworks (writing Epics, User Stories, managing Sprints) and Waterfall models.
Preferred credentials include the Salesforce Certified Business Analyst and Administrator credentials.
Requirement Gathering: Interview stakeholders to identify business needs, pain points, and strategic goals.
Process Mapping: Document "as-is" workflows and design improved "to-be" processes using tools like Microsoft Visio or Lucidchart.
System Configuration: Build and configure Salesforce features, including custom objects, fields, validation rules, flows, reports, and dashboards.
Documentation: Write detailed Business Requirement Documents (BRDs), functional specifications, and user stories with clear acceptance criteria.
Testing & Training: Lead User Acceptance Testing (UAT), create training materials, and conduct end-user training to ensure high adoption rates.
Collaboration: Act as a liaison between the business units and developers/administrators, ensuring smooth system integration and development.
Salesforce Knowledge: Proficiency in Salesforce CRM, including Sales Cloud, Service Cloud, or Experience Cloud.
Communication: Exceptional ability to translate complex technical jargon into understandable business terms, and vice versa.
Analytical Thinking: Strong problem-solving skills to evaluate management processes and key performance indicators (KPIs).
Methodologies: Familiarity with Agile frameworks (writing Epics, User Stories, managing Sprints) and Waterfall models.
Certifications: Preferred credentials include the Salesforce Certified Business Analyst and Administrator credentials.
Senior Salesforce CRM Business Analyst • Montreal, QC, ca
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