Salesforce Business Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with RevOps and stakeholders from sales, customer success, and marketing operations to gather, challenge, and document requirements.

• Convert business needs into user stories complete with acceptance criteria, and chart current and future state processes.

• Manage the intake queue, prioritize and address daily operational tasks, backlog requests for roadmap prioritization, and keep requesters informed.

• Ensure the maintenance of intake and triage standards.

• Oversee User Acceptance Testing (UAT), create and execute test plans, validate acceptance criteria, and coordinate release readiness with Technical Enablement.

• Monitor work through delivery pipelines, sprint boards, sandbox promotions, and release schedules.

• Maintain comprehensive documentation, data dictionaries, and process/SOP artifacts.

• Conduct light declarative configuration in Salesforce, including reports, fields, and layouts.

• Interpret ambiguous business needs into process designs, requirements, user stories, and acceptance criteria.

• Enhance the quality of intake and guarantee that approved work is well-defined and ready for delivery.

• Facilitate business testing and obtain stakeholder sign-offs.

• Minimize requirement-related rework and streamline communication for builders.

⛳️ Requirements

• 3–5 years of experience as a Business Analyst, preferably within a Salesforce and/or RevOps environment.

• Proficient in requirements elicitation, user-story creation, and process mapping.

• Solid understanding of Salesforce, including objects, records, reports, and basic automation concepts.

• Experience managing UAT, writing documentation, and engaging stakeholders across go-to-market teams.

• Proven track record in handling a request intake/triage process and maintaining a shared queue, such as Jira.

• Familiarity with Salesforce release processes, sandboxes, change sets, or CI/CD tools.

• Salesforce Admin certification is advantageous.

• Knowledge of the GTM stack, including LeanData, Qualified, Inflection, Nooks, and Tableau is a plus.

• Understanding of RevOps processes, including segmentation, lifecycle management, coverage, and forecasting is beneficial.

🏝️ Benefits

• People-first company culture.

• Recognized as one of Ad Age’s Best Places To Work in 2026.