Salesforce Business Analyst – Delivery & Technical Documentation

Cloud SynApps is a fast-growing consulting and systems integration firm that focuses on cloud applications, primarily on Salesforce-based platforms. Cloud SynApps has its major operations in Canada, the USA, and India. We’ve actively built our Salesforce practice and have quickly grown into one of the strongest Systems Integrators within the Salesforce Public Sector space. While Public Sector is our passion, we are also growing into other areas like health, AWS & higher education.

We have implemented Salesforce solutions for several municipal, provincial/state, federal, and public sector clients. Our consultants and associates have deep industry expertise and live by our core values. We also invest heavily in developing unique Salesforce-based solutions and accelerators, which, in our experience, are required by our clients.

We believe in full transparency in whatever we do for our clients and internally, working with our associates. We are quickly growing, and that brings additional responsibility to treat everyone with respect and dignity. Integrity is one of our most important and foundational values. We follow ethical principles and always acknowledge the value each associate, partner, and client brings to the table.

Position Overview

We are looking for a Salesforce Business Analyst with 2–3 years of relevant Salesforce experience who has strong knowledge of the Salesforce platform and hands-on experience supporting Salesforce projects from requirements gathering through delivery.

The ideal candidate will have experience working closely with clients, stakeholders, Salesforce Consultants, Developers, and Delivery teams to understand business requirements, translate them into Salesforce solutions, and support successful project delivery.

The candidate should also have a strong interest in technical writing and documentation, including preparing technical response documents, business requirements, process documentation, user stories, functional specifications, and other project-related technical materials.

Key Responsibilities

Salesforce Business Analysis & Requirements

• Work with clients, internal Solution Architects, Product owners and stakeholders to understand business requirements, processes, challenges, and objectives.

• Analyze and document business and functional requirements for Salesforce solutions.

• Create user stories, acceptance criteria, process flows, functional specifications, and other BA deliverables.

• Perform fit-gap analysis and identify opportunities to improve business processes using Salesforce.

• Translate business requirements into clear and actionable requirements for Salesforce Consultants and Developers.

• Collaborate with technical teams to clarify requirements and ensure solutions meet business expectations.

Technical Documentation & Writing

• Prepare and maintain high-quality technical and functional documentation for Salesforce projects.

• Document Salesforce configurations, business processes, workflows, integrations, and solution approaches.

• Translate complex Salesforce concepts into clear and easy-to-understand business and technical documentation.

• Prepare project documentation, meeting notes, requirement summaries, solution overviews, and user guides.

• Review and maintain documentation for accuracy, consistency, clarity, and completeness.

• Develop reusable documentation templates and project knowledge assets.

• Support preparation of technical content for proposals, presentations, RFP/RFI responses, and client-facing materials when required.

Salesforce Skills

• Strong understanding of the Salesforce platform and CRM processes.

• Good understanding of Sales Cloud and Service Cloud.

• Ability to understand Salesforce solution designs and translate business requirements into Salesforce functionality.

• Understanding of Salesforce implementation and delivery methodologies.

Required Qualifications

• 2–3 years of professional experience as a Salesforce Business Analyst or in a similar Salesforce-focused BA role.

• Strong hands-on understanding of the Salesforce ecosystem.

• Strong knowledge of Sales Cloud and Service Cloud.

• Salesforce certification(s), preferably:

• • Salesforce Certified Administrator – Highly Preferred

• Salesforce Sales Cloud Consultant – Preferred

• Salesforce Service Cloud Consultant – Preferred

• Experience gathering, analyzing, and documenting business requirements.

• Experience creating user stories, acceptance criteria, process flows, and functional documentation.

• Experience working with Salesforce Delivery/Implementation teams.

• Understanding of Salesforce configuration and standard platform capabilities.

• Experience working in Agile/Scrum environments.

• Strong written and verbal communication skills.

• Strong documentation and technical writing skills, or a strong interest in developing technical writing skills.

• Ability to communicate effectively with both business stakeholders and technical teams.

• Strong analytical, problem-solving, and stakeholder-management skills.

Preferred Qualifications

• Experience working in a Salesforce consulting or professional services environment.

• Experience supporting Salesforce implementation and transformation projects.

• Strong knowledge of Experience Cloud, Marketing Cloud, Data Cloud, or MuleSoft.

• Knowledge of Salesforce integrations and APIs.

• Experience with Jira, Confluence, Azure DevOps, or similar project/documentation tools.

• Experience creating client-facing presentations and solution demonstrations.

• Knowledge of public-sector or regulated-industry Salesforce projects is an advantage.

Key Skills

Salesforce: Salesforce Administration, Sales Cloud, Service Cloud, Salesforce Configuration, CRM, Reports & Dashboards, Data Management, Security, Salesforce Automation

Business Analysis: Requirements Gathering, Requirement Analysis, User Stories, Acceptance Criteria, Fit-Gap Analysis, Process Mapping, Functional Specifications, UAT, Stakeholder Management

Delivery: Agile/Scrum, Sprint Planning, Backlog Management and Solution Demonstrations.

Technical Documentation: BRD, FRD, Functional Specifications, Process Documentation, Solution Documentation, User Guides, Technical Writing, Requirement Documentation, Knowledge Base Documentation

Tools: Jira, Confluence, Azure DevOps, Microsoft Word, PowerPoint, Excel

What We Are Looking For

We are looking for someone who can bridge the gap between business requirements, Salesforce technology, and project delivery and technical teams while also having an interest in creating clear, structured, and professional technical documentation.

The ideal candidate is someone who wants to grow across Salesforce Consultant (Presales) and Technical Documentation/Presales.

Location: Indore / Pune Work Model: Hybrid