Business Analyst(Salesforce)

Role Type - FTE

Role Mode - WFO (5 days)

Location - Chennai

Experience - 3 to 5 years

Key Responsibilities:

- Requirement Gathering & Analysis:
- Collaborate with business stakeholders to understand their processes and translate these into detailed business, functional, and technical requirements.
- Conduct workshops and interviews to gather user stories and define acceptance criteria.
- Salesforce Solution Design:
- Translate business needs into functional solutions within the Salesforce ecosystem

(Sales Cloud, Service Cloud, Marketing Cloud, etc.).
- Work closely with technical teams to define solution architecture and ensure alignment with business requirements.
- Process Improvement & Optimization:
- Analyze existing business processes and recommend solutions to improve efficiency and effectiveness using Salesforce functionality.
- Facilitate change management processes to ensure successful implementation and user adoption of Salesforce features.
- Payments Follow-Up Collaboration:
- Collaborate with the finance team to ensure Salesforce is integrated with financial processes for payment tracking and invoicing.
- Work closely with customers to ensure timely follow-up on outstanding payments and ensure Salesforce supports the payment reminder process.
- Track payment statuses within Salesforce and provide finance teams with regular updates to improve cash flow management.
- Documentation & Reporting:
- Create and maintain detailed documentation for system configurations, business processes, workflows, and training materials.
- Generate and maintain reports, dashboards, and performance metrics to help monitor business KPIs.




- Stakeholder Management:
- Act as a liaison between business units, technology teams, finance teams, and support teams to ensure effective collaboration and communication.
- Provide regular project updates and manage stakeholder expectations throughout the project lifecycle.
- System Configuration & Testing:
- Configure Salesforce to meet business requirements (fields, objects, workflows,

validation rules, etc.).
- Coordinate and conduct UAT (User Acceptance Testing) and assist with quality assurance efforts to ensure system integrity and performance.
- Project Management:
- Work with project managers to ensure timely delivery of projects, manage project timelines, and address any potential risks or issues.
- Provide post-implementation support to ensure system stability and continuous improvement.

Required Skills & Qualifications:

- Salesforce Expertise:
- In-depth knowledge of Salesforce platform (Sales Cloud, Service Cloud, Marketing

Cloud, or other Salesforce products).
- Experience with Salesforce configuration and customization (fields, objects, workflows,

page layouts, validation rules).
- Familiarity with Salesforce Lightning interface and AppExchange solutions.
- Business Analysis:
- Proven experience in gathering, analyzing,



and documenting business requirements.
- Expertise in creating process flow diagrams, use cases, and other analysis tools.
- Strong problem-solving skills with a focus on process improvement.
- Finance Collaboration:
- Experience working with finance teams to track payments, invoicing, and manage cash flow processes.
- Ability to build Salesforce processes that integrate with financial workflows and reporting systems.
- Project Management:
- Experience working in Agile/Scrum environments.
- Robust time management skills and the ability to manage multiple projects simultaneously.
- Communication & Stakeholder Management:
- Excellent written and verbal communication skills.
- Ability to present complex concepts in a clear, user-friendly manner to stakeholders at all levels.
- Technical Proficiency:
- Basic knowledge of Salesforce development (Apex, Visualforce, Lightning components)

is a plus.
- Familiarity with data migration tools and techniques (e.g., Data Loader).
- Certifications:
- Salesforce Certified Administrator (required).
- Salesforce Certified Advanced Administrator or Salesforce Certified Business Analyst

(preferred).
- Additional Salesforce certifications such as Sales Cloud Consultant, Service Cloud

Consultant are a plus.

Preferred Qualifications:

- Experience working in industries like finance, healthcare, or retail with Salesforce implementations.
- Knowledge of integration between Salesforce and third-party applications.
- Experience with Salesforce CPQ, Field Service, or Pardot is a plus

Pl share your updated resume to [email protected]

📌 Business Analyst(Salesforce)_V (Chennai)
🏢 Acesoft Labs
📍 Chennai