Hybrid Salesforce Business Analyst

Posted last week

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About the role

  • Work with the Product Owner and the dev team to understand business needs and legacy CRM processes.
  • Conduct workshops and interviews to gather requirements for Salesforce CRM.
  • Map current state (legacy CRM) processes to future state (Salesforce CRM)
  • Identify gaps, redundancies, and opportunities for process improvement.
  • Collaborate with Salesforce Product Owner, Salesforce Architects, Admins, and Developers to design migration-friendly solutions.
  • Define requirements for data migration, record sharing, and user access models.
  • Ensure the Salesforce solution replicates necessary functionality from the legacy CRM while leveraging Salesforce best practices.
  • Support change management and process optimization during the transition.
  • Document requirements, business processes, and data mapping from the legacy CRM to Salesforce.
  • Maintain migration playbooks, process flowcharts, and knowledge base materials.
  • Create training guides and user manuals for end-users transitioning to Salesforce.
  • Define and execute test cases for migrated data, workflows, and integrations.
  • Participate in system testing, UAT, and cutover validation .
  • Ensure data accuracy, system stability, and compliance during migration.
  • Act as the liaison between business teams and technical teams during the transition.
  • Communicate migration timelines, risks, and progress updates clearly.
  • Organize stakeholder walkthroughs and ensure business buy-in on migrated processes.
  • Support adoption through training sessions and user support.

Requirements

  • Proven experience as a Salesforce Business Analyst (at least 1 year) - essential
  • Experience in trading/financial services CRM environments - essential
  • Salesforce Administrator or Business Analyst certification - essential
  • Strong knowledge of at least one of the clouds: Salesforce Sales Cloud and Service Cloud
  • Experience in data mapping, data migration, and process re-engineering .
  • Familiarity with record sharing models, user access requirements, and compliance constraints.
  • Excellent documentation, analytical, and problem-solving skills.
  • Strong communication and facilitation skills with ability to engage non-technical stakeholders.

Benefits

  • Competitive Pay – We value you , not just your role. Our compensation reflects the skills and experience you bring to the table.
  • Career Growth – Your journey is important. We’re here to support your development with ongoing learning and clear paths to advancement.
  • Work-Life Balance – Time to rest is time to thrive. With 22 days of annual leave, your personal life is respected and prioritized.
  • Hybrid Workplace Model - 3 Days in Office, 2 Days from Home.
  • Wellness & Healthcare – Health comes first. Enjoy 12 paid sick days and full medical insurance coverage after 6 months—because your well-being is our priority.
  • Future Security – We’re invested in your tomorrow. Access our provident fund after 6 months for peace of mind down the road.
  • Snack Hub – We care about your daily comfort. Our fully stocked kitchen keeps you energized with fresh fruit, snacks, and beverages.
  • Lunch on Us – Nourishment and connection matter. Enjoy a delicious daily lunch buffet with teammates.
  • Paid Overtime – Your extra effort doesn’t go unnoticed. We recognize and reward the time you put in.
  • Learning & Development – We believe in your potential. Dedicated budgets support your upskilling and curiosity.
  • Referral Bonus – People matter here. Bring in great talent and get rewarded for growing our community.
  • Team Spirit – Culture is everything. Join a team that celebrates together through events and team-building activities.
  • Fitness & Recreation – Stay active and refreshed with access to gym facilities, organized sports, and relaxing spa treatments.
  • Unwind Fridays – We’re human too. Enjoy a relaxed Friday drink with colleagues to close the week on a high note.

Job title

Salesforce Business Analyst

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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