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.
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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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