Salesforce Business Analyst

Job Title: Senior Business Analyst - Salesforce Location: Toronto, ON Work Style: Hybrid (2 days per week in-person at Toronto office preferred) Skills: Business Analysis: Digital : Salesforce Administration and Functional Design: Change Management Experience Required: 6-8 Role Overview We are looking for a highly skilled Salesforce Business Analyst to lead requirement analysis, solution design, and delivery across Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud, etc.). The role requires deep expertise in business process mapping, CRM strategy, and Salesforce capabilities, ensuring alignment between business needs and scalable technical solutions. Key Responsibilities Business Analysis & Stakeholder Engagement Partner with business stakeholders to capture, analyze, and refine complex business requirements.

Facilitate workshops, discovery sessions, and stakeholder interviews. Translate business needs into user stories, process flows, and functional specifications. Act as a bridge between business, product owners, and Salesforce technical teams.

Design scalable Salesforce solutions utilizing: Sales Cloud (Lead, Opportunity, Forecasting) Service Cloud (Case Management, Omni-channel) Experience Cloud (Communities/Portals) Define object models, data structures, and automation strategies. Collaborate with Salesforce Architects and Developers to ensure best practices. Process Optimization & Automation Analyze current CRM processes and identify automation and optimization opportunities.

Flow Builder (Screen Flows, Record-triggered Flows), Workflow Rules (legacy understanding), Process Builder (migration awareness). Ensure solutions follow Salesforce governor limits and performance standards. Requirements & Documentation Develop and maintain Business Requirement Documents (BRD), Functional Specification Documents (FSD), data mapping and process diagrams.

Maintain traceability matrix across requirements, design, testing, and deployment. Agile Delivery & Product Ownership Support Work in Agile/Scrum teams as a BA or proxy Product Owner. Lead backlog refinement, sprint planning, and prioritization.

Ensure timely delivery of features aligned with business value. Data Analysis & Integration Define data models, relationships, and validation rules. Work with integration teams for REST/SOAP APIs, Middleware (MuleSoft, Boomi).

Ensure data integrity, governance, and security compliance. Testing & UAT Management Define test strategies, test cases, and acceptance criteria. Lead User Acceptance Testing (UAT) and ensure business sign-off.

Validate Salesforce configurations and customizations. Reporting & Analytics Design and develop Salesforce reports and dashboards, KPI tracking mechanisms. Provide business insights using CRM analytics.

Change Management & Training Support change management initiatives and user onboarding. Develop training materials and conduct workshops. Provide post-go-live support and continuous improvements.

Required Qualifications Education Business Administration Information Systems Computer Science or related field Experience 5–8+ years of experience as a Business Analyst in CRM or enterprise systems. 3+ years working with Salesforce platform. Technical Skills Strong understanding of Salesforce Data Model (Standard & Custom Objects), Security Model (Profiles, Roles, Sharing Rules), Automation Tools (Flows, Process Builder). Familiarity with API and integration patterns, Release management (CI/CD tools like Copado, Gearset).

Experience with JIRA, Azure DevOps, Rally, Confluence, Lucidchart, Visio. Soft Skills Strong communication and influencing skills. Exceptional analytical and problem-solving ability.

Ability to manage multiple stakeholders and priorities. Strong business acumen and CRM strategy understanding. Preferred Qualifications Salesforce Certifications Salesforce Business Analyst Certification Salesforce Advanced Administrator (preferred) Additional Experience Lightning Experience (LWC awareness is a plus).

CPQ (Configure Price Quote). Marketing Cloud / Pardot (Account Engagement). #J-18808-Ljbffr