SalesForce Business Analyst/Solutions Architect

About the Role

Seeking a SalesForce Business Analyst / Solution Architect to support SalesForce initiatives focused on enhancements, upgrades, and continuous delivery. This role partners with business stakeholders and delivery teams (development, QA, PM/Scrum, and data/reporting) to elicit and document requirements, translate needs into actionable user stories, support testing/UAT, and ensure high-quality releases.

Responsibilities

• Requirements & Analysis
  • Lead requirements discovery through stakeholder interviews, workshops, and process walkthroughs.
  • Document current-state and future-state processes, pain points, and functional requirements.
  • Translate business needs into discernible and actionable proof of concept solutions, then work with the SalesForce development team to implement those.
  • Support prioritization with stakeholders, helping define MVP vs. future scope.
• Agile Delivery Support
  • Maintain and refine backlog items in Jira (and document supporting detail in Confluence or similar).
  • Partner with Scrum Master/PM to prepare for grooming/refinement and sprint planning.
  • Clarify requirements quickly for developers/QA during delivery; manage requirement-related questions and changes.
• Testing, UAT, and Release Readiness
  • Support QA and UAT planning: define acceptance criteria, test scenarios, and traceability from requirements to test coverage.
  • Coordinate UAT sessions with business users; track outcomes, defects, and decisions.
  • Validate deliverables against requirements and ensure stakeholder sign-off readiness for release.
• Data / Reporting Collaboration
  • Partner with data/reporting teams to define reporting requirements and validate results.
  • Perform light-to-intermediate data validation using Excel and SQL (querying, reconciling, spot checks).
  • Support dashboards or reporting needs.
• Stakeholder Management
  • Serve as a bridge between business units and technology teams; communicate status, risks, and dependencies clearly.
  • Drive alignment across multiple teams when requirements span systems or integrations.

Qualifications

• Required
  • 8+ years of experience as a Business Analyst (or closely related: systems analyst, product analyst) supporting application delivery.
  • 5+ years of experience as a SalesForce solution designer or implementer.
  • Strong experience in Agile/Scrum environments.
  • Strong hands-on experience with Jira (writing/maintaining stories, workflows, boards) and comfort with documentation practices.
  • Demonstrated ability to write high-quality: user stories & acceptance criteria, process flows, functional requirements / business rules.
  • Experience supporting UAT and working closely with QA/testing teams.
  • Excellent communication skills (written + verbal) with both technical and non-technical audiences.
• Preferred / Nice-to-Have
  • Financial services, lending, treasury, insurance, or regulated-industry experience.
  • Experience supporting application modernization/migration initiatives.
  • Ability to read/write basic SQL for validation and troubleshooting.
  • Experience working with release-based enhancement cycles (multiple releases per year).

Deliverables

• Requirements are clear enough that dev/QA can execute without rework.
• SalesForce solution proofs of concept match business intent.
• Backlog is groomed, prioritized, and ready for sprint execution.
• UAT runs smoothly with minimal confusion; defects are actionable and traceable.
• Releases ship on schedule with strong stakeholder alignment and documented decisions.