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Senior Consultant - Salesforce Business Analyst

avtex solutions, llc Austin, TXRemote

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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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