Salesforce Business Analyst

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

We are seeking a Salesforce Business Analyst with 3–5 years of experience in a Salesforce consulting or professional services environment. This role is designed for a collaborative, client-facing professional who brings strong business analysis skills and a solid understanding of the Salesforce platform. The ideal candidate does not need to perform hands-on configuration but should have direct experience supporting Salesforce implementations in a BA capacity.

What You'll Do:

• Partner with clients to understand business goals, document requirements, and translate them into clear user stories and functional specifications.
• Facilitate and support discovery sessions, workshops, and stakeholder interviews to gather and validate business requirements.
• Collaborate closely with Salesforce configurators, developers, and project managers to ensure requirements are accurately understood and delivered.
• Analyze complex business processes and break them down into smaller, manageable, and actionable requirements across the full project lifecycle — from discovery through deployment.
• Maintain and prioritize the product backlog, working with technical teams to refine user stories and define acceptance criteria.
• Support system integrations by identifying business needs and facilitating collaboration between client stakeholders and technical teams.
• Contribute to the development and delivery of client-facing deliverables, including process documentation, training materials, and status reports.
• Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions to ensure smooth project execution.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

What You'll Bring:

• 3–5 years of experience in a Salesforce consulting firm or professional services environment, supporting Salesforce implementation projects in a Business Analyst role.
• Solid understanding of the Salesforce platform, including core objects, the data model, and key product areas such as Sales Cloud, Service Cloud, and/or Experience Cloud — without the need for hands-on configuration expertise.
• Experience facilitating requirements-gathering sessions and translating business needs into user stories, process flows, and functional documentation.
• Familiarity with Agile/Scrum methodologies and project management practices.
• The ability to work within a team environment, supported by strong communication and interpersonal skills.
• Well-organized, results-driven, and the ability to work comfortably in a fast-paced consulting environment with multiple client engagements.
• Excellent organizational, verbal, presentation/facilitation, and written communication skills.
• Willingness to travel for client and team engagements as needed.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.

Qualifications:

• Bachelor's degree or equivalent work experience
• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus but not required.
• Experience in a consulting or professional services environment is required.