Hybrid Salesforce Business Analyst – Finance Operations

at Ellis Porter - The Immigration Attorneys

• Job title: Salesforce Business Analyst – Finance Operations
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $115,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Azure
• Location requirements: Hybrid, Troy, United States

About the role

• Business Analyst enhancing Salesforce operations at innovative immigration firm. Collaborating with finance and operational teams to improve user experiences and streamline workflows.

Responsibilities

• Partner with the finance team, attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement
• Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes
• Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation
• Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices
• Support change management efforts by documenting and communicating process changes
• Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development
• Ensure Salesforce configuration, automation, and UX decisions align with defined processes, terminology, and governance frameworks
• Assist with backlog grooming by validating priority, business impact, and alignment with product strategy
• Collaborate closely with the Agile Project Manager to support sprint planning, refinement, and sprint reviews
• Help evaluate new features, platform capabilities, and enhancement requests, making recommendations based on user needs and system best practices
• Develop user enablement materials, ensuring consistency between documented workflows and system behavior, aligning materials and training to org-wide frameworks and tools
• Develop test plans, test cases, and test scripts for new features or enhancements
• Execute functional, regression, and user acceptance testing (UAT)
• Validate that delivered features meet requirements and deliver the intended business value
• Validate features against defined workflows and SOPs to ensure system updates reflect the intended business process
• Clearly document and communicate defects or improvement opportunities to technical team members
• Support UAT with end users, helping ensure adoption readiness
• Assist with new feature rollouts, including training materials, release notes, and communications
• Provide guidance and support to users during onboarding or changes to case management processes
• Identify recurring support themes and recommend system or process improvements
• Partner with Senior and Junior Salesforce Admins on root-cause analysis for user pain points and data quality issues
• Use reporting and dashboards to analyze user trends, operational bottlenecks, or system issues
• Support data validation efforts for new features or major releases
• Help define KPIs and success metrics for features or process changes
• Stay current on Salesforce platform capabilities, especially declarative tools such as Flow, Lightning App Builder, and reporting enhancements
• Stay current on AI technologies and make recommendations for incorporating AI into workflows in ways that align with overall EP AI strategy and policies
• Participate in Agile ceremonies, contributing insights that help improve delivery velocity, team alignment, and platform quality
• Recommend enhancements or optimizations based on user feedback and operational data

Requirements

• Bachelor’s Degree in Business Administration, Information Systems, Accounting/Finance, or a related discipline
• 4+ years of experience as a Business Analyst, Product Analyst, or similar role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions
• Strong understanding of business process analysis, workflow mapping, and functional requirements documentation
• Familiarity with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise
• Experience writing user stories and acceptance criteria in Agile environments (Jira, Azure DevOps, etc.)
• Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language
• Strong analytical and problem-solving abilities, with attention to detail
• Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment
• Passion for delivering user-centric solutions and improving operational efficiency

Benefits

• Opportunity to do challenging and highly rewarding work at a fast-growing firm with an inspiring mission
• Opportunity to join intelligent, creative, and dedicated immigration professionals who value respectful, collaborative working relationships
• Inclusive firm culture celebrating diverse perspectives, backgrounds, identities, and experiences
• People-centered workplace policies and flexible work schedules, including remote work opportunities
• Competitive compensation, health/dental/vision/life insurance benefits, a 401(k)-retirement savings plan with employer-matching, and a generous paid-time-off policy
• Casual attire and lots of free food when working from the office