Job Description
Job Title: Salesforce Business Analyst
Location: NYC, NY Hybrid
Duration: 12+ months Contract
Overview:
We are seeking an experienced Salesforce Business Analyst with strong functional expertise in Sales Cloud, Service Cloud, Experience Cloud, and Flows, along with hands-on experience supporting Private Equity (PE) firms or portfolio company ecosystems. The role requires deep skills in business analysis, product ownership support, process optimization, documentation, and cross-functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution, and ensure high-quality delivery of Salesforce enhancements.
Key Responsibilities:
Business Analysis & Requirements:
- Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross-functional business stakeholders.
- Translate business needs into detailed user stories, acceptance criteria, and functional specifications using tools like JIRA.
- Document As-Is and To-Be process flows, data models, and system touchpoints using Confluence or similar documentation platforms.
- Maintain and groom the product backlog, ensuring alignment with business priorities and overall roadmap.
- Conduct impact assessments and feasibility studies for new features and enhancements.
Salesforce Functional Expertise:
- Recommend scalable Salesforce solutions leveraging Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes, and platform automation features.
- Ensure solutions adhere to Salesforce best practices, platform governance, and architectural guidelines.
- Support developers and architects by clarifying requirements and validating solution designs.
Solution Delivery:
- Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented.
- Develop UAT plans, create test scenarios, coordinate UAT cycles with business users, and track issues to closure.
- Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained.
- Conduct end-user training sessions, create training materials, and support onboarding for internal users and portfolio company teams.
Data & Reporting:
- Support data mapping, data harmonization, migration activities, and validation-particularly for multi-org or multi-portfolio reporting needs.
- Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring, and operational insights.
Stakeholder & Project Management:
- Act as the bridge between business users and the Salesforce technical team.
- Facilitate cross-functional alignment, ensuring prioritization and dependencies are clearly understood.
- Provide transparent communication on progress, risks, and changes.
- Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments.
Required Skills & Qualifications:
- 5 9 years of Business Analyst experience, with at least 3+ years on Salesforce projects.
- Experience working with Private Equity, portfolio companies, asset management, or financial services environments.
- Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows.
- Hands-on experience with JIRA, Confluence, backlog management, and roadmap planning.
- Strong abilities in process documentation, data modelling, and writing user stories.
- Understanding of Salesforce security model, permission sets, record access, and governance.
- Experience managing UAT, defect triage, and user training.
- Strong communication, analytical, and stakeholder management skills.
- Familiarity with data migration tools (Data Loader) and integrations (API concepts).
Preferred Qualifications:
- Salesforce Administrator certification (mandatory).
- Salesforce Sales Cloud or Service Cloud Consultant certifications (preferred).
- Experience handling multi-org data flows, portfolio reporting processes, or deal lifecycle automation.
- Exposure to Experience Cloud and external stakeholder portal use cases.
Soft Skills:
- Ability to work with senior stakeholders in fast-paced investment and PE operations environments.
- Strong documentation discipline and structured thinking.
- Ability to drive clarity, facilitate workshops, and influence decisions.
- Detail-oriented, proactive, and comfortable managing parallel priorities.
Job Tags
Contract work,