Senior Consultant - Salesforce Business Analyst
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About the role
What You'll Be Doing
Lead functional workstreams across discovery, design, implementation, testing, and deployment
Facilitate discovery sessions and workshops with business leaders, subject matter experts, and end users
Assess current-state business processes and define scalable future-state processes using Salesforce capabilities
Translate business requirements into functional requirements, user stories, process flows, and solution designs
Design Salesforce solutions across Service Cloud, Sales Cloud, Experience Cloud, and other platform capabilities
Partner with Solution Architects to ensure functional designs align with the overall solution architecture and clienbusiness objectives
Guide Business Analysts and delivery team members through requirements definition and solution implementation
Configure Salesforce capabilities including Flow, objects, fields, security, reports, dashboards, and other declarative functionality
Lead client solution reviews, demonstrations, and design validation sessions
Manage requirements and functional decisions within an assigned workstream and identify impacts to scope, dependencies, and delivery
Coordinate across business and technical teams to resolve requirements, design, data, integration, and implementation questions
Develop process maps, functional specifications, user stories, acceptance criteria, and other delivery documentation
Lead or support UAT planning, test-script development, defect triage, user training, and release readiness
Support data migration, integration, environment, and deployment planning from a functional perspective
Identify risks, dependencies, and potential scope changes and communicate them to the Solution Architect and Project Manager
Support Agile ceremonies including backlog refinement, sprint planning, demonstrations, and retrospectives
Mentor consultants and Business Analysts and contribute to consistent delivery practices across project teams
Develop trusted relationships with client stakeholders and serve as a subject matter expert for assigned business processes and Salesforce capabilities
Contribute reusable assets, accelerators, delivery practices, and lessons learned across the Salesforce practice
Stay current with Salesforce releases, Agentforce, Data Cloud, and emerging platform capabilities
Maintain Salesforce certifications and meet annual professional development goals
What You'll Bring to the Role
B.S. in Business, Information Systems, Computer Science, Engineering, or equivalent experience
4+ years of technology consulting, CRM, business transformation, or Salesforce implementation experience
Demonstrated experience leading a functional or business workstream through multiple phases of a technology implementation
Strong knowledge of Salesforce and experience delivering solutions using Salesforce platform capabilities
Experience facilitating client discovery sessions, requirements workshops, and solution-design discussions
Ability to translate complex business processes into clear requirements and scalable Salesforce solutions
Experience with process mapping, requirements definition, user stories, acceptance criteria, and functional solution design
Experience working with both business stakeholders and technical delivery teams
Experience supporting or leading UAT, testing, training, and deployment readiness
Working knowledge of Agile delivery methodologies
Understanding of Salesforce data, security, integration, environment, and release-management concepts
Ability to identify dependencies, risks, and scope implications within an assigned workstream
Strong presentation and communication skills, including experience presenting solutions and recommendations to client stakeholders
Ability to independently lead a workstream while collaborating within a larger cross-functional delivery team
Strong problem-solving skills and the ability to navigate ambiguity in complex client environments
Experience mentoring junior consultants or Business Analysts
Salesforce Certifications
Candidates should demonstrate broad Salesforce platform knowledge through multiple Salesforce certifications.
Relevant certifications may include
Salesforce Certified Administrator
Salesforce Certified Advanced Administrator
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce Certified Data Cloud Consultant
Salesforce Certified Agentforce Specialist
Additional Salesforce certifications and industry-specific credentials are strongly valued. Continued development in Agentforce, Data Cloud, and AI-enabled Salesforce solutions is expected as part of the role.
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