Senior Consultant – Salesforce Business Analyst

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

📋 Description

• Direct and oversee functional workstreams encompassing discovery, design, implementation, testing, and deployment.

• Organize and lead discovery sessions and workshops with business leaders, subject matter experts, and end users.

• Evaluate current business processes and establish scalable future-state processes leveraging Salesforce capabilities.

• Convert business requirements into functional requirements, user stories, process flows, and solution designs.

• Architect Salesforce solutions across Service Cloud, Sales Cloud, Experience Cloud, and other platform functionalities.

• Collaborate with Solution Architects to ensure functional designs align with the overall solution architecture and client business aims.

• Mentor Business Analysts and delivery team members through the requirements definition and solution implementation phases.

• Configure Salesforce capabilities such as Flow, objects, fields, security settings, reports, dashboards, and other declarative features.

• Lead client solution reviews, presentations, and validation sessions for design approval.

• Oversee requirements and functional decisions within a designated workstream, identifying impacts to scope, dependencies, and delivery.

• Facilitate coordination among business and technical teams to address requirements, design, data, integration, and implementation inquiries.

• Create process maps, functional specifications, user stories, acceptance criteria, and various delivery documentation.

• Lead or assist in UAT planning, test-script creation, defect triage, user training, and release readiness activities.

• Provide support for data migration, integration, environment, and deployment planning from a functional viewpoint.

• Identify risks, dependencies, and potential changes in scope, and communicate these to the Solution Architect and Project Manager.

• Participate in Agile ceremonies such as backlog refinement, sprint planning, demonstrations, and retrospectives.

• Mentor consultants and Business Analysts, contributing to consistent delivery practices across project teams.

• Build trusted relationships with client stakeholders and act as a subject matter expert for assigned business processes and Salesforce capabilities.

• Contribute reusable assets, accelerators, delivery practices, and insights gained across the Salesforce practice.

• Stay updated with Salesforce releases, Agentforce, Data Cloud, and new platform capabilities.

• Maintain Salesforce certifications and achieve annual professional development objectives.

⛳️ Requirements

• Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, or related field.

• 4+ years of experience in technology consulting, CRM, business transformation, or Salesforce implementation.

• Proven experience leading a functional or business workstream through several phases of technology implementation.

• In-depth knowledge of Salesforce with a background in delivering solutions using its platform capabilities.

• Experience in facilitating client discovery sessions, requirements workshops, and solution design discussions.

• Capability to translate intricate business processes into clear requirements and scalable Salesforce solutions.

• Proficient in process mapping, requirements definition, user stories, acceptance criteria, and functional solution design.

• Experience collaborating with business stakeholders and technical delivery teams.

• Background in supporting or leading UAT, testing, training, and deployment readiness activities.

• Familiarity with Agile delivery methodologies.

• Understanding of Salesforce data, security, integration, environment, and release management concepts.

• Skill in identifying dependencies, risks, and scope implications within a designated workstream.

• Excellent presentation and communication abilities, including the capacity to present solutions and recommendations to client stakeholders.

• Capability to independently lead a workstream while working collaboratively within a larger cross-functional delivery team.

• Strong problem-solving abilities and adeptness at navigating ambiguity in complex client environments.

• Experience mentoring junior consultants or Business Analysts.

• Multiple Salesforce certifications; relevant certifications may include Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, Salesforce Certified Platform App Builder, Salesforce Certified Sales Cloud Consultant, Salesforce Certified Service Cloud Consultant, Salesforce Certified Data Cloud Consultant, or Salesforce Certified Agentforce Specialist.

• Ongoing development in Agentforce, Data Cloud, and AI-enabled Salesforce solutions is anticipated.

🏝️ Benefits

• Annual incentive program.

• Medical, dental, and vision coverage.

• Tax-advantaged health care accounts.

• Financial and income protection benefits.

• Paid time off (PTO).

• Wellness time off.