Salesforce Business Analyst

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

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 the company 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 the company 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 the company 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 the company or professional services environment is required.

The company is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $95,000 - $115,000 per year + annual bonus + additional benefits.

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Benefits Summary

The the company total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, the company is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.