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1. Stakeholder Collaboration
▪ Partners with the Product Owner and the Salesforce Lead to align on priorities, scope, and roadmap
▪ Works closely with Business Owners to understand their needs, pain points, and objectives
▪ Bridges the gap between what the business wants and what the team can realistically deliver
2. Requirements Gathering & Analysis
Facilitates workshops, interviews, and walkthroughs with business stakeholders
Asks the right questions to uncover real needs behind stated requests
Validates that requirements are complete, consistent, and feasible within Salesforce
3. Writing User Stories
Translates requirements into well-structured user stories
Defines clear acceptance criteria for each story
Works with the Product Owner to refine and prioritize the backlog
4. Solution Design
▪ Proposes Salesforce-native solutions where possible (configuration over customization)
▪ Evaluates trade-offs between different approaches and advises accordingly
▪ Flags technical risks or limitations to the Product Owner and developers
5. Documentation
▪ Delivers ready-to-develop user stories with sufficient detail for developers
▪ Documents As-Is processes, designs To-Be solutions and keeps these up to date as solutions evolve
Strong Salesforce platform knowledge (standard objects, flows, data model, AppExchange ecosystem)
-Sales Cloud & Service Cloud is considered foundational
-CPQ is highly valued (or compensated with eagerness to learn)
-Billing, Service Cloud Voice and Pardot (MC Account Engagement) are a welcome bonus
▪ Excellent analytical thinking, being able to break down complex processes
▪ Strong communication skills, comfortable both with business and technical audiences
▪ Detail-oriented
▪ Proactive mindset
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