Salesforce Project Manager/Business Analyst

Responsibilities

• Engage with key stakeholders on regular cadence to prioritize backlog and take in new requests.
• Create and update Business Requirement Documents (BRDs), processes, and documented artifacts relevant to deliverable items.
• Create and update requirement documents related to dashboards and reporting.
• Support entering user stories, backlog grooming, process flows, user acceptance criteria, and participate in sprint backlog grooming and prioritization.
• Collaborate with Development and Quality Assurance teams to validate requirements, support integration and user acceptance testing.
• Coordinate communications with the user base as items are rolled out.
• Update process documents to reflect current requirements.
• Provide additional support to end users, answering questions, assisting in reporting needs, and reviewing processes to complete tasks for supported applications.
• Review and recommend efficiencies for application data support processes and engage with the Data Quality and Enrichment team on actionable process and data improvements.
• Create and maintain standard reports and dashboards.
• Maintain a project plan and keep stakeholders informed of progress.

Qualifications

• 5+ years of experience as a Business Analyst with a Salesforce background.
• 3+ years of experience with SQL.
• Effective at translating business requirements into technical specifications and implementing solutions.
• Experience working in an Agile environment.
• Hands‑on knowledge of Power BI (a plus).
• SOX and/or audit experience (a plus).
• Versatile with excellent problem‑solving, analytical, written, and verbal communication skills.
• Familiarity with dashboarding tools such as IBM Cognos, Power BI, Tableau.
• Advanced Microsoft Excel skills (e.g., Index‑Match, Power Query) (a plus).