We are seeking a Business Analyst to join our Salesforce Team with responsibility for analyzing business processes, gathering requirements, creating reports and dashboards, and working closely with the relevant technical teams. This role requires a strong understanding of Salesforce capabilities and the ability to transform business requirements into effective solutions and directly support the front-end teams. Requirement Gathering: Work with stakeholders to understand their needs and gather detailed business requirements. Documentation: Document business processes, requirements, and solutions accurately and concisely. Create Training documents to support changes and update SOPs as necessary. Solution Design: Communicate business requirements, ensuring consistency with best practices while completing Solution Design. Testing and Validation: Conduct testing and validation of Salesforce solutions to ensure they meet business requirements and function as anticipated. Deployment: Support the deployment of solutions and assist in the resolution of any issues. Training and Support: Provide training and assistance to end-users to ensure successful adoption of Salesforce solutions. Support onboarding of new Salesforce users in the Global Sales Organization. Problem Solving: work with users to troubleshoot and resolve issues. Continuous Improvement: Identify opportunities for process improvements and recommend Salesforce enhancements to increase efficiency. Monitor and Measure: Identify and track key performance indicators (KPIs) and success metrics. Data Understanding: Understanding the Salesforce data, highlight the challenges, data cleansing, data transformation, data preprocessing. Collaboration: Work closely with cross-functional teams such as BU's, data engineers, data scientists, technology team, and business analysts to ensure alignment of solutions with the wider strategy. Data Security: Understand the security aspects of Salesforce (OWD, Profiles and Roles) and implement them as per the EXL’s SOP/SOA. Business Analysis & Requirements Business Requirements Gathering Requirement Elicitation Workshops Process Mapping (As-Is / To-Be) User Story Creation & Acceptance Criteria Definition BRD, FRD, and Functional Specification Documentation Gap Analysis & Impact Assessment Backlog Management & Prioritization Requirement Traceability Salesforce Functional Expertise Strong understanding of Salesforce Sales Cloud Opportunity, Account, Contact, Lead & Pipeline Management Salesforce Security Model (Roles, Profiles, Permission Sets) Approval Processes & Business Automation Salesforce Reports & Dashboards CRM Analytics (CRMA) / Revenue Intelligence Salesforce Best Practices & Standard Functionality Adoption Data Quality & Data Governance Solution Design & Delivery Functional Solution Design Wireframing and Process Flow Creation Translating Business Requirements into Salesforce Solutions Collaboration with Admins, Developers & Integration Teams Integration Requirement Analysis Change Request Evaluation & Effort Estimation Release Readiness Support Testing & Quality Assurance UAT Planning & Coordination Test Scenario & Test Case Creation Defect Management & Validation Testing Business Sign-off Management Post-Deployment Validation Data & Reporting Dashboard & KPI Definition Salesforce Reporting Data Migration & Data Validation Master Data Management Data Analysis and Trend Identification Pipeline Analytics & Sales Performance Reporting Stakeholder & Project Management Stakeholder Management Executive Communication Cross-functional Collaboration Workshop Facilitation Agile / Scrum Methodology JIRA & Sprint Planning Risk, Dependency & Issue Tracking Change Management & Enablement User Training & Adoption Programs SOP & User Guide Creation Change Impact Assessments Enablement Planning User Feedback Collection & Continuous Improvement Adoption Monitoring & KPI Tracking Analytical & Soft Skills Strong Analytical Thinking Problem Solving Critical Thinking Excellent Written & Verbal Communication Presentation & Facilitation Skills Attention to Detail Customer-Centric Mindset Ability to work with Global Stakeholders Preferred Certifications Salesforce Certified Business Analyst Salesforce Administrator Certification Salesforce Sales Cloud Consultant Agile/Scrum Certification (CSM/PSM) CRM Analytics Certification (preferred)
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