Senior Business Analyst – Salesforce

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

📋 Description

• Conduct interviews, workshops, and discovery sessions with clients to collect requirements.

• Analyze and document business requirements, mapping current (AS-IS) and future (TO-BE) processes.

• Gather data and integration specifications, including fields, business rules, and information sources and destinations.

• Assist in defining AI use cases with Agentforce.

• Collaborate with the technical team to translate business needs into Salesforce platform solutions.

• Develop user stories and acceptance criteria.

• Facilitate functional refinements with the team and client.

• Organize and prioritize the backlog in Azure DevOps, Jira, or similar tools alongside the Product Owner and client.

• Clarify functional queries during sprints to support development.

• Engage in Agile ceremonies and present deliverables during sprint reviews and demos.

• Assist with functional testing and lead User Acceptance Testing (UAT) with the client.

• Create functional documentation, process flows, and training materials.

• Provide support during go-live, hypercare, and user adoption of the solution.

• Maintain an overview of project scope, timelines, dependencies, and outstanding tasks.

• Identify functional risks and blockers, proposing actionable plans.

• Prepare status updates and reports for leadership and clients.

• Monitor scope changes and evaluate their impacts.

• Document decisions and agreements, ensuring traceability between requirements, stories, and deliverables.

⛳️ Requirements

• Functional understanding of the Salesforce platform, including objects, fields, relationships, data models, profiles and permissions, reports, and dashboards.

• Familiarity with Sales Cloud, Service Cloud, and Agentforce.

• Knowledge of declarative automation, including Flow, approvals, and validation rules, with the ability to determine when a requirement necessitates development.

• Experience in writing user stories and acceptance criteria.

• Proficiency with Agile methodologies, including Scrum and Kanban, and tools such as Azure DevOps and Jira.

• Experience with process mapping using BPMN, Miro, Lucidchart, Visio, or similar tools.

• Proven experience leading meetings and workshops with clients, business stakeholders, and leadership.

• Skills in project tracking, risk management, status reporting, and executive presentations.

• Clear and effective verbal and written communication, tailored for both technical and business audiences.

• Strong negotiation and facilitation skills, capable of managing conflicts, shifting priorities, and client expectations.

• Analytical thinking, business acumen, and a proactive mindset.

• Agility, organizational skills, and autonomy to manage multiple workstreams and priorities.

• Salesforce certifications such as Administrator, Business Analyst, Platform App Builder, or Agentforce Specialist.

• Experience with Experience Cloud, Data Cloud, or system integrations, APIs, and MuleSoft.

• Familiarity with digital channel and customer service projects, including chatbots, WhatsApp, and IVR.

• Basic knowledge of SOQL or data queries.

• Agile certification, such as CSPO, PSPO, or similar, or project management certification.

• Experience with data migration or legacy system projects.

• Knowledge of the energy sector.

• Intermediate or advanced proficiency in English and Spanish.

🏝️ Benefits

• Remote work.

• Open to individuals with disabilities.