Business Analyst – Salesforce

OVERVIEW:

Reporting to the Director of IT Business Systems, the Business Analyst would analyze business processes, gather requirements, design and configure Salesforce solutions, and manage projects. This role involves working closely with internal stakeholders to understand their needs, providing functional and technical expertise on the Salesforce platform, and delivering solutions that drive measurable business value. As a key player in our team, you will leverage your application domain knowledge to identify inefficiencies, solve complex problems, and help envision strategic solutions that align with our business objectives.

KEY RESPONSIBILITIES:

• Coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions
• Create configurable solutions that comprise workflows, reports, custom objects, and validation rules
• Manage various salesforce projects, including gathering information, planning, and executing projects
• Formulate and maintain salesforce solution documentation. (e.g., process flows, data models, and technical specifications)
• Works with the design team to ensure that the most significant business operations are addressed
• Educates and promotes CRM standard procedures to guarantee that the solutions produced are highest in class for the business's overall strategy and ethos
• Create a requirements management strategy for the project, which describes; the process for elicitation, documentation standards, and formats
• Familiarity with the backlog grooming process, attributes, review, and approval process
• Plan and monitor scope by ensuring that needs are within the scope and communicating any variances for inclusion in the change control process
• Assist the product owner in defining value and priority and selecting scope for upcoming releases and sprints by facilitating the continuing backlog grooming process
• Maintain a functional grasp of the business requirements and project solutions
• Provide ongoing support and address user inquiries or issues related to Salesforce functionality and other third-party platforms

QUALIFICATIONS:

• 5-8+ years in Business Analysis experience with exposure to Salesforce ecosystem
• 1+ years project management experience
• Certified Business Analyst (Salesforce, PMI-PBA, CBAP, or CCBA)
• Strong skills in requirements analysis/management tools and goal-setting
• Ability to lead requirements workshops and construct business process models
• Proficiency in Microsoft Office and documentation tools
• Strong teamwork, solution-centric and customer-service-oriented attitude along with the ability to handle multi-faceted responsibilities simultaneously
• Effective organizational and interpersonal skills including written and verbal communication
• A passion for system optimization, driving tech adoption and business outcomes
• A desire to continuously increase your professional, technical, and business knowledge
• A passion for working with young adults, an unshakable belief in their potential, and a strong commitment to the mission of Year Up United
• Understanding of the Opportunity Divide and its drivers

Remote role: open to candidates living in any of the states in which Year Up United operates https://www.yearup.org/locations.

Salary Range: $70,000 - $ 100,000

Knowledge, Skills and Abilities:

• Extensive Salesforce CRM expertise with deep understanding of Salesforce capabilities, functionalities, and best practices including experience across Sales Cloud, EDA, NPSP,  Experience Cloud, and Marketing Cloud
• Proven ability to analyze and document complex business processes, identify areas for improvement, and design effective Salesforce solutions that align with business goals
• Strong skills in gathering, documenting, and managing business requirements, including ability to translate business needs into technical specifications and user stories for development team
• Excellent communication and interpersonal skills to work effectively with stakeholders at all levels, including ability to facilitate workshops, gather feedback, and ensure stakeholder alignment throughout project lifecycle
• Strong ability to build comprehensive training materials to support implemented Salesforce solutions ensuring end-users are well-equipped to utilize new features and processes effectively
• Excellent knowledge of Scrum, Agile, DevOps, and technology such as Jira and Confluence