Salesforce Business Analyst

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

📋 Description

• Facilitate discovery sessions to collect business requirements, user stories, and acceptance criteria.

• Act as the main point of contact for clients, overseeing communication, expectations, and follow-ups.

• Oversee a portfolio of 10–20+ simultaneous Salesforce projects within a dynamic environment.

• Review statements of work (SOWs) and manage project scope, timelines, and change requests.

• Convert business needs into precise requirements for internal Salesforce Administration and delivery teams.

• Support Salesforce implementations from initiation to completion.

• Conduct light Salesforce administrative tasks (user setup, page layouts, custom fields, validation rules, reports, dashboards, and basic automation).

• Assist with data migration, integrations, and common Salesforce workflows (leads, opportunities, web-to-lead, etc.).

• Proactively identify risks, blockers, and out-of-scope requests early on and communicate them effectively.

• Advise clients on Salesforce best practices and suggest enhancements aligned with business objectives.

⛳️ Requirements

• Minimum of 2 years of experience in a Salesforce Business Analyst, Implementation, or consulting role.

• 3–4 years of experience in client-facing positions (Account Management, Project Management, or similar).

• Strong background in managing client relationships, including navigating challenging conversations and scope management.

• Proficient knowledge of Salesforce Sales Cloud and Account Engagement (Pardot).

• Familiarity with reporting, dashboards, automation (flows/workflows), and basic configuration.

• Experience with data migration and integrations (hands-on experience is preferred but not mandatory).

• Proven ability to manage multiple projects concurrently in a fast-paced setting.

• Excellent communication skills with the capacity to convey technical concepts to non-technical clients.

• Highly organized, proactive, and focused on solutions.

• **Nice to Have:**

• Salesforce certifications (preferred but not mandatory).

• Experience with tools such as Asana, Jira, Trello, or other project management platforms.

• Familiarity with Service Cloud, Marketing Cloud, or other Salesforce products.

• Background in consulting or agency environments.

🏝️ Benefits

• Fully remote position (LATAM).

• Competitive salary: **$4,000*** (based on experience).

• Collaborate with a rapidly growing, high-performance international team.

• Paid Time Off (PTO) package.

• Gain exposure to a variety of Salesforce projects across different industries.

• Enjoy strong learning and growth opportunities within a consulting environment.

• Secure, long-term opportunity.