Position Overview
We are looking for a Salesforce Business Analyst with 2–3 years of relevant Salesforce experience who has strong knowledge of the Salesforce platform and hands-on experience supporting Salesforce projects from requirements gathering through delivery.
The ideal candidate will have experience working closely with clients, stakeholders, Salesforce Consultants, Developers, and Delivery teams to understand business requirements, translate them into Salesforce solutions, and support successful project delivery.
The candidate should also have a strong interest in technical writing and documentation, including preparing technical response documents, business requirements, process documentation, user stories, functional specifications, and other project-related technical materials.
Key Responsibilities
Salesforce Business Analysis & Requirements
- Work with clients, internal Solution Architects, Product owners and stakeholders to understand business requirements, processes, challenges, and objectives.
- Analyze and document business and functional requirements for Salesforce solutions.
- Create user stories, acceptance criteria, process flows, functional specifications, and other BA deliverables.
- Perform fit-gap analysis and identify opportunities to improve business processes using Salesforce.
- Translate business requirements into clear and actionable requirements for Salesforce Consultants and Developers.
- Collaborate with technical teams to clarify requirements and ensure solutions meet business expectations.
Technical Documentation & Writing
- Prepare and maintain high-quality technical and functional documentation for Salesforce projects.
- Document Salesforce configurations, business processes, workflows, integrations, and solution approaches.
- Translate complex Salesforce concepts into clear and easy-to-understand business and technical documentation.
- Prepare project documentation, meeting notes, requirement summaries, solution overviews, and user guides.
- Review and maintain documentation for accuracy, consistency, clarity, and completeness.
- Develop reusable documentation templates and project knowledge assets.
- Support preparation of technical content for proposals, presentations, RFP/RFI responses, and client-facing materials when required.
Salesforce Skills
- Strong understanding of the Salesforce platform and CRM processes.
- Good understanding of Sales Cloud and Service Cloud.
- Ability to understand Salesforce solution designs and translate business requirements into Salesforce functionality.
- Understanding of Salesforce implementation and delivery methodologies.
Required Qualifications
- 2–3 years of professional experience as a Salesforce Business Analyst or in a similar Salesforce-focused BA role.
- Strong hands-on understanding of the Salesforce ecosystem.
- Strong knowledge of Sales Cloud and Service Cloud.
- Salesforce certification(s), preferably:
- Salesforce Certified Administrator – Highly Preferred
- Salesforce Sales Cloud Consultant – Preferred
- Salesforce Service Cloud Consultant – Preferred
- Experience gathering, analyzing, and documenting business requirements.
- Experience creating user stories, acceptance criteria, process flows, and functional documentation.
- Experience working with Salesforce Delivery/Implementation teams.
- Understanding of Salesforce configuration and standard platform capabilities.
- Experience working in Agile/Scrum environments.
- Strong written and verbal communication skills.
- Strong documentation and technical writing skills, or a strong interest in developing technical writing skills.
- Ability to communicate effectively with both business stakeholders and technical teams.
- Strong analytical, problem-solving, and stakeholder-management skills.
Preferred Qualifications
- Experience working in a Salesforce consulting or professional services environment.
- Experience supporting Salesforce implementation and transformation projects.
- Strong knowledge of Experience Cloud, Marketing Cloud, Data Cloud, or MuleSoft.
- Knowledge of Salesforce integrations and APIs.
- Experience with Jira, Confluence, Azure DevOps, or similar project/documentation tools.
- Experience creating client-facing presentations and solution demonstrations.
- Knowledge of public-sector or regulated-industry Salesforce projects is an advantage.
Key Skills
Salesforce: Salesforce Administration, Sales Cloud, Service Cloud, Salesforce Configuration, CRM, Reports & Dashboards, Data Management, Security, Salesforce Automation
Business Analysis: Requirements Gathering, Requirement Analysis, User Stories, Acceptance Criteria, Fit-Gap Analysis, Process Mapping, Functional Specifications, UAT, Stakeholder Management
Delivery: Agile/Scrum, Sprint Planning, Backlog Management and Solution Demonstrations.
Technical Documentation: BRD, FRD, Functional Specifications, Process Documentation, Solution Documentation, User Guides, Technical Writing, Requirement Documentation, Knowledge Base Documentation
Tools: Jira, Confluence, Azure DevOps, Microsoft Word, PowerPoint, Excel
What We Are Looking For
We are looking for someone who can bridge the gap between business requirements, Salesforce technology, and project delivery and technical teams while also having an interest in creating clear, structured, and professional technical documentation.
The ideal candidate is someone who wants to grow across Salesforce Consultant (Presales) and Technical Documentation/Presales.
Location: Indore / Pune
Work Model: Hybrid