Senior Salesforce Analyst

Essential Responsibilities

• Partner with business stakeholders to gather, analyze, and document business, functional, and reporting requirements related to Salesforce.
• Facilitate workshops and discovery sessions to understand business processes, pain points, data needs, and desired outcomes.
• Clearly define scope, assumptions, dependencies, and success criteria for Salesforce initiatives and enhancements.
• Maintain comprehensive and up-to-date requirements documentation aligned with Salesforce standards and TAIT governance practices.
• Prepare detailed hand-off documentation for Salesforce build and run teams, including: Configuration requirements (objects, fields, validation rules, flows, page layouts, permissions), Workflow and automation logic (Flows, approvals, triggers where applicable), Data model impacts and field-level details.
• Collaborate with Salesforce Administrators, Developers, and Architects to ensure requirements are understood and feasible.
• Support release planning by clarifying requirements, priorities, and dependencies.
• Test and validate Salesforce configuration, workflows, and automation against defined acceptance criteria.
• Support user acceptance testing (UAT), defect triage, and issue resolution.
• Act as the primary liaison between business teams and Power BI developers for Salesforce-based analytics.
• Produce clear technical hand-off documentation for analytics teams.
• Filtering, security, and data refresh requirements.
• Validate Power BI datasets, dashboards, and reports to ensure accuracy, completeness, and alignment with business expectations.
• Ensure consistency between Salesforce configuration and downstream analytics output.
• Intake and assess Salesforce-related requests from multiple business teams.
• Support prioritization of requests based on business value, urgency, effort, and platform impact.
• Maintain visibility into the Salesforce backlog, request status, and delivery timeline.
• Communicate priorities, progress, blockers, and risks to stakeholders and leadership.
• Develop and maintain a strong understanding of TAIT’s Salesforce data model and reporting architecture.
• Identify data quality issues, gaps, or inconsistencies impacting workflows or reporting.
• Work with platform and business teams to resolve data-related issues and improve data governance.

Minimum Qualifications

• A High School Diploma or GED.
• 7+ years of experience in a Salesforce Analyst or similar role.
• Strong experience documenting business and functional requirements for Salesforce platforms.
• Hands-on knowledge of Salesforce configuration concepts (objects, fields, flows, validation rules, reports, dashboards).
• Experience supporting analytics or BI tools, preferably Power BI.
• A strong understanding of business processes, data structures, and KPIs.
• Excellent written and verbal communication skills, with the ability to bridge business and technical teams.

Preferred Qualifications

• Any Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, Platform App Builder).
• Experience working in complex, multi-functional or global organizations.
• Familiarity with Agile, Scrum, or hybrid delivery methodologies.
• Experience supporting Sales Cloud, Service Cloud, CPQ, or Professional Services use cases.