Salesforce Business Analyst

We’re working with a growing Salesforce-focused organisation seeking an experienced Salesforce Business Analyst to support the delivery of complex, high-impact Salesforce programmes.

This role sits at the intersection of business and technology — translating business needs into clear, scalable Salesforce solutions that improve processes, enable automation, and support long-term organisational change.

You’ll work closely with clients, delivery teams, and senior stakeholders throughout the full project lifecycle, from discovery through to go-live and adoption.

Key Responsibilities

Requirements & Discovery

• Elicit and analyse business requirements using a variety of techniques including workshops, focus groups, observation, prototyping, and interviews
• Lead discovery sessions to uncover true business needs and underlying pain points
• Translate business objectives into clear, structured functional requirements

Process & Data Mapping

• Create “as-is” and “to-be” process maps to identify inefficiencies, risks, and improvement opportunities
• Develop logical data models to define business requirements
• Collaborate with technical architects to support physical data model design and scalable implementation

Documentation

• Produce high-quality documentation across the project lifecycle, including:
• Stakeholder analysis
• Current and future state analysis
• Gap analysis
• Acceptance criteria
• UAT plans and supporting documentation
• Clearly document the “why” behind requirements to support long-term usability and adoption

User Stories & Agile Delivery

• Write clear, outcome-driven user stories following Agile best practices
• Support sprint planning, backlog refinement, and development validation
• Collaborate with delivery teams to ensure requirements are feasible, scalable, and aligned with Salesforce best practice

Automation & Solution Design

• Identify opportunities for automation and custom functionality
• Assess when declarative Salesforce solutions are appropriate versus code-based approaches
• Contribute to solution design with a focus on efficiency, maintainability, and reduced technical debt

Stakeholder & Client Engagement

• Build strong relationships with stakeholders at all levels, including senior and executive leadership
• Clearly communicate options, constraints, and trade-offs
• Confidently manage expectations and provide constructive challenge where required
• Identify, document, and escalate risks and issues appropriately
• Support pre-sales activities including early discovery and requirement validation

Salesforce Platform & Technology Landscape

• Maintain a strong understanding of the wider Salesforce ecosystem (clouds, managed packages, integrations)
• Recommend platform enhancements and new features to drive adoption and value
• Promote Salesforce best practice and continuous improvement

Skills & Experience

Business Analysis & Delivery

• Proven experience leading discovery workshops and solution design sessions
• Excellent stakeholder management and communication skills
• Ability to balance business needs with technical feasibility

Tools (Experience Beneficial)

• Miro, Lucidchart, Smartsheets
• Salesforce DevOps tools such as Gearset or Copado
• Strong understanding of Salesforce configuration and platform capabilities