Salesforce Business Analyst

at Cumulus Vision
Published January 12, 2024
Location San Francisco, CA
Category Default  
Job Type Full-time  


We are seeking an experienced Salesforce Business Analyst to join our dynamic team. As a Salesforce Business Analyst, you will play a critical role in bridging the gap between our clients' business needs and our technical solutions. You will work closely with our clients to understand their requirements, document them effectively, and collaborate with our development and project management teams to ensure successful Salesforce implementations. This role is ideal for someone with a strong business acumen, excellent communication skills, and a deep understanding of the Salesforce platform.

Key Responsibilities:

Requirements Gathering: Collaborate with clients and stakeholders to gather, document, and prioritize business requirements related to Salesforce projects.

Documentation: Create detailed and clear business requirement documents, user stories, and use cases, ensuring that they align with project objectives.

Process Analysis: Analyze and document current business processes and workflows, identify areas for improvement, and recommend solutions for optimization.

Solution Design: Work closely with Salesforce Solution Architects to design solutions that meet the identified business requirements, ensuring scalability, efficiency, and adherence to best practices.

Communication: Act as a liaison between clients and the development team, facilitating effective communication and ensuring that client expectations are met throughout the project lifecycle.

Testing and Validation: Collaborate with Quality Assurance/Testers to develop test plans, test cases, and validate that solutions meet specified requirements.

Change Management: Assist in change management activities, including user training and documentation, to ensure smooth transitions to new Salesforce solutions.

Client Relationship Management: Build and maintain strong client relationships, addressing concerns, providing updates, and ensuring client satisfaction.

Continuous Improvement: Stay updated on Salesforce best practices, new features, and industry trends, and provide recommendations for process improvements.


  • Bachelor's degree in Business, Computer Science, or a related field (or equivalent work experience).
  • Proven experience as a Salesforce Business Analyst, with a track record of successful Salesforce implementations.
  • One or more Salesforce certifications (e.g., Salesforce Certified Business Analyst, Salesforce Certified Consultant) are required.
  • In-depth knowledge of Salesforce capabilities, limitations, and best practices.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a collaborative team.
  • Strong organizational skills with the ability to manage multiple projects simultaneously.
  • Experience with Agile/Scrum methodologies.


  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Work From Home