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Alleaz logo

Senior Salesforce Business Analyst

Alleaz
Posted May 28, 2026, 10:10 PM UTC
🌍Probably Worldwide🏠Remote📁Operations & Admin
Is this job info correct?

Job Description This is a remote position. Responsibilities Serve as the credit union's internal authority on best practices for business intelligence, data and analytics, rules, procedures, and processes for customer/member relationship management operations using the Salesforce platform. Hold meetings to gather and correctly document the outcomes of business discovery sessions with internal stakeholders in order to identify requirements and wants, as well as the logic and value to support them. Create, evaluate, and update existing business process and data usage documentation, identify gaps and opportunities for improvement, and secure stakeholder approval for current and future states. Influences collaboration across all departments when there are cross-functional dependencies for changing business processes and procedures. Define and create Business Requirements Documents, Use Cases, Epics, and User Stories with explicit Acceptance Criteria for needed modifications to business systems based on product roadmap alignment. Define the data, business intelligence, analytics, and reporting needs for all business sectors that rely on Salesforce customer/member relationship management data. Assist with test case reviews and, in certain situations, create test cases under the supervision of a QA leader. Provide requirements-related feedback to various teams that may be useful in documenting transitions from manual to automated processes, revising procedures, and developing training material. Assist the business and IT teams during UAT by addressing discrepancies or misunderstandings of requirements. Coordinate communication for escalations and facilitate resolution of risks, issues, and changes related to the Product Roadmap, Product Backlog, Epics, and User Stories. Develop, apply, and enforce public and AFCU-internal BA/RE best practices. Requirements Qualifications Bachelor’s Degree in computer science, information systems, business administration or other related field or equivalent work experience 5+ years financial service experience, preferably at a credit union, focusing on improving customer/member relationship management business processes and data availability leveraging the Salesforce platform. 3+ years business analysis experience creating visual-oriented documents such as value stream maps, process maps, data flow diagrams, and data relationship diagrams. 3+ years requirements engineering experience and be able to perform the following activities: Elicitation (e.g., Brainstorming, interviewing) Definition (e.g., epics, user stories, use cases, business requirement specification) Analysis (e.g., value stream mapping, business process modeling, data modeling, gap analysis) Change control (e.g., dependency and traceability matrices) Salesforce Administrator Certification Must be comfortable dealing with and resolving ambiguity Must have excellent analytical, written, negotiation and communication skills Valuable Additional Qualifications: Salesforce BA or Advanced Administrator Certification Experience working in an Agile environment Experience with Atlassian (Jira and Confluence), MS Office (Word, Excel, Access, and PowerPoint), and Visio. Experience using video collaboration toolsets to facilitate remote working sessions. Knowledge of BABOK, SEBOK, and SWEBOK in relation to requirements engineering and management. Systems Development and/or Project Management experience

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