Hybrid Salesforce Business Analyst

at WernerCo.

• Job title: Salesforce Business Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Cloud
• Location requirements: Hybrid, United States

About the role

• Salesforce Business Analyst managing end-to-end requirements and solution design for Salesforce applications. Collaborating with IT, stakeholders, and external vendors to ensure high-quality processes.

Responsibilities

• Lead end-to-end requirements gathering & solution design
• Drive business workshops, document requirements, translate business needs into Salesforce-ready specifications, and validate alignment across global commercial, service, and IT teams.
• Own UAT readiness, execution, and issue resolution
• Manage UAT cycles including test case creation, environment readiness checks, deployment validation, error triage, coordination with developers/architects, and communication of results.
• Manage backlog, defects, and cross team prioritization
• Maintain and organize the enhancement backlog, coordinate with BSA/Dev teams, track bug resolution, and ensure business continuity on critical issues (e.g., Flow failures, CPU limits, missing methods, Apex errors).
• Drive Salesforce data quality, data cleanup, and governance initiatives
• Lead audits and cleanup efforts for Opportunities, Leads, Accounts, user profiles, stale/opportunity closeouts, and global visibility rules to ensure system accuracy and compliance.
• Support complex integrations (Snowflake → Data Cloud → Salesforce)
• Collaborate with Data Cloud architects, understand data models (DMO/DLO), perform field mapping, troubleshoot enrichment bugs, test zero copy pipelines, validate data sync behavior, and drive POC work.
• Configure Salesforce declarative capabilities
• Design/update Flows, validation rules, page layouts, record types, dynamic rules, list views, and permission-based visibility to support evolving sales processes (Lead Wizard, Opportunity layouts, required fields, automation logic).
• Act as frontline SME for sales/support teams
• Respond to functional questions, troubleshoot configuration issues, validate business logic impacts, and guide users through system changes or new feature rollouts (Lead conversion, Data Cloud behavior, UAT issues).
• Manage deployment coordination and post release hyper care
• Review change sets, validate pre/post-deployment activities, coordinate with technical teams, and support hyper care to ensure smooth go live for phases like Pro Sales, global changes, and Data Cloud updates.
• Maintain documentation, training materials, and communication plans
• Create and update functional documentation, field mapping references, deployment readouts, feedback trackers, and guides for users and stakeholders.
• Serve as liaison between business, IT, vendors, and Salesforce Support
• Coordinate with Salesforce CSMs and architects, external vendors (e.g., Tribal, TruSummit), and internal teams to escalate issues, validate fixes, and deliver shared understanding across all parties.
• Performs other duties as assigned within the scope of responsibilities and requirements of the job

Requirements

• Bachelor's degree in business, Information Systems, Computer Science, Data Analytics, or related field preferred or equivalent work experience required
• 5 ~ 7 years of experience as Salesforce Administrator supporting Sales Cloud, Service Cloud and Marketing Cloud
• Intermediate level Microsoft Outlook, Word, PowerPoint skills
• Intermediate level Microsoft Excel skills
• Strong requirements gathering, process mapping, and documentation skills
• Ability to facilitate workshops and translate business needs into Salesforce solutions
• Proficiency in Salesforce declarative configuration (Flows, rules, layouts, visibility controls)
• Skilled in UAT planning, execution, and defect triage
• Ability to manage backlogs, priorities, and stakeholder alignment
• Knowledge of Salesforce data models, data governance, and visibility rules
• Ability to troubleshoot configuration, data sync, and integration issues
• Strong understanding of Data Cloud concepts (data models, identity resolution, enrichment)
• Clear communicator with ability to explain technical concepts to non-technical users
• Organized, detail-oriented, and able to manage multiple initiatives simultaneously
• Strong problem-solving skills and a root-cause-first mindset
• Ability to collaborate with IT, business teams, vendors, and Salesforce Support
• 0% ~ 10% travel domestically required

Benefits

• N/A