The ideal candidate produces documentationUser Stories, Process Maps, and UAT plans—that drive consistent execution across internal teams and global consultant partners. Core Responsibilities
- Marketing-to-Sales Process Design (L2O)
Lead Flow Optimization
Define requirements for lead intake, scoring, and automated routing to ensure a seamless transition from Marketing to Sales.
Conversion Mapping
Document the functional logic for converting Leads to Accounts, Contacts, and Opportunities, including custom field mapping and validation rules.
Campaign Attribution
Partner with Marketing to ensure Salesforce architecture supports accurate ROI tracking and campaign influence reporting.
- Requirements Leadership & Documentation
Discovery
Lead workshops to capture business pain points and translate them into Epics and User Stories with rigorous
Acceptance Criteria.
Process Mapping
Use Lucidchart to build As-Is and To-Be flows to identify bottlenecks in the sales motion.
Delivery Artifacts
Own the Business Design Documents (BDDs) and ensure a clear "Definition of Ready" before developers begin a sprint.
- Functional Support & Collaboration
Technical Liaison
Partner with Salesforce Architects to validate that technical designs (Flows, Apex, Integrations) meet the original business intent.
Agile Execution
Active participation in Sprint Planning, Backlog Refinement, and Retrospectives.
- Testing & Adoption
UAT Leadership: Create end-to-end test scenarios, coordinate business sign-off, and manage defect triage.
Required Qualifications
Experience
7+ years as a Business Analyst, with 3+ years dedicated to the Salesforce ecosystem.
Domain Expertise
Proven experience in Marketing Operations or Sales Ops,
specifically managing lead-to-appointment or lead-to-prospect workflows.
Tools: Expert level in Jira, Confluence, and Lucidchart.
Certifications: Salesforce Certified Business Analyst or Administrator is required. Sales Cloud Consultant is a plus.
Communication
Exceptional English verbal and written skills; ability to influence stakeholders in the US (PST) and India (IST).
Agile Fluency
Deep understanding of Scrum methodologies and the ability to manage a groomed backlog..
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