Sr. Salesforce BA

Overview

Senior Salesforce Business Analyst (8–10 years’ Salesforce BA experience) who partners with senior business stakeholders, product owners and technical teams to define and deliver strategic Salesforce solutions. Responsible for end-to-end requirements, solution validation, governance, data strategy and driving adoption across complex CRM landscapes.

Key responsibilities

• Strategic alignment & stakeholder management: Act as the primary business-facing Salesforce subject matter expert for complex programmes and strategic initiatives.
• Strategic alignment & stakeholder management: Build trusted relationships with senior stakeholders (Sales, Service, Operations, Compliance, Product) to shape CRM strategy and roadmaps.
• Strategic alignment & stakeholder management: Facilitate executive workshops, steering groups and prioritisation sessions.
• Requirements & solution architecture support: Lead elicitation of detailed functional and non-functional requirements across multiple business units and geographies.
• Requirements & solution architecture support: Translate requirements into clear user stories, acceptance criteria, process maps, data models and configuration specifications.
• Requirements & solution architecture support: Work with architects to validate solution designs for scalability, platform governance, limits and long-term technical debt reduction.
• Delivery & lifecycle management: Own the product backlog for assigned capabilities; prioritise by business value, risk and complexity.
• Delivery & lifecycle management: Support Agile delivery: sprint planning, refinement, demos, acceptance testing and retrospective actions.
• Delivery & lifecycle management: Coordinate and lead UAT, manage defect triage and ensure features meet acceptance criteria.
• Delivery & lifecycle management: Define data migration, reconciliation and data quality rules for large data volumes and complex relationships.
• Delivery & lifecycle management: Partner with data engineers and governance teams on master data, deduplication and consent/compliance requirements.
• Governance, security & compliance: Enforce Salesforce best practices, release controls, change management and security posture (profiles, permission sets, sharing, field-level security).
• Governance, security & compliance: Ensure compliance with regulatory requirements (GDPR/UK GDPR, industry-specific rules) in design and data handling.
• Governance, security & compliance: Create user journeys, training, release communications and run train-the-trainer sessions.
• Governance, security & compliance: Measure adoption, surface friction points, and drive continuous improvement initiatives.
• Leadership & mentoring: Mentor junior analysts and administrators; contribute to capability building and BA community of practice.
• Leadership & mentoring: Provide input to vendor selection, third-party product evaluation and commercial discussions where needed.
• Required skills & competencies: Salesforce experience—8–10 years’ experience as a Salesforce Business Analyst with delivery across Sales Cloud and/or Service Cloud; experience with multi-org vs single-org environments is a plus.
• Required skills & competencies: Hands-on familiarity with declarative automation (Flow), Process Builder, validation rules, record types, page layouts, Lightning App Builder, Reports & Dashboards and Salesforce security model.
• Technical & integration awareness: Strong understanding of integrations (REST/SOAP APIs), middleware patterns, and data migration strategies for large datasets.
• Technical & integration awareness: Able to read technical designs, review API contracts, and validate performance/limits implications.
• Business analysis & delivery: Expert at producing user stories, acceptance criteria, process flows, use cases, data mappings and test plans.
• Business analysis & delivery: Proven experience in Agile delivery (Scrum/Kanban), backlog management and release planning.
• Business analysis & delivery: Comfortable with Jira, Confluence, Azure DevOps (or equivalent ALM), Git basics, Salesforce sandboxes and deployment tools (Change Sets, SFDX, CI/CD pipelines).
• Soft skills & leadership: Excellent stakeholder management and influencing skills at senior levels.
• Soft skills & leadership: Strong facilitation and conflict resolution capability.
• Soft skills & leadership: Able to mentor juniors and run cross-functional workshops.
• Certifications & experience: Certifications: Salesforce Administrator (ADM-211), Platform App Builder, Sales or Service Cloud Consultant, CPQ Specialist, or Architect-adjacent certifications.
• Experience with Salesforce products: Experience with Sales Cloud, Service Cloud, FSL, Experience Cloud.
• Industry & compliance: Prior experience in regulated industries (financial services, healthcare, government) and cross-border projects.
• Data governance: Experience with data governance, MDM tools and large-scale data migration (>1m records).
• Role specificity: 8–10 years’ relevant experience specifically as a Salesforce Business Analyst or in combined Salesforce BA/Admin/Delivery roles.
• Education: Degree in Business, IT, Computer Science, or equivalent practical experience.

Note: This description preserves the original responsibilities and qualifications while aligning formatting to the required structure. No content has been added or omitted beyond formatting and organization.