Salesforce Business Analyst

hace 1 día

Bogotá Cundinamarca, Colombia SQDM A tiempo completo

Location: Remote

Work Modality: Remote

Schedule: Full-time

Role Purpose

The Salesforce Business Analyst is responsible for translating customer business requirements into scalable Salesforce solutions, with a focus on a Salesforce-native lending platform. This role leads discovery, documents clear specifications, and works closely with customers and delivery teams to ensure solutions align with business objectives and platform best practices.

Key Responsibilities

  • Lead discovery and requirements-gathering sessions with new and existing customers.
  • Translate business needs into user stories, acceptance criteria, and configuration specifications.
  • Create and maintain process maps and requirements documentation.
  • Collaborate with delivery/technical teams to clarify requirements and validate solution designs.
  • Act as the primary customer-facing analyst during implementations, managing expectations and communication.
  • Serve as a trusted advisor to existing customers, recommending enhancements and best practices.
  • Plan and support UAT, ensuring all requirements are tested and validated.
  • Capture customer feedback and contribute to continuous improvement of the platform and BA processes.
  • Support change management by explaining the impact of new features, workflows, and integrations.

Required Skills & Experience

  • 3+ years as a Business Analyst on Salesforce projects (ideally with managed packages or complex Salesforce-native apps).
  • Proven experience gathering, analyzing, and documenting requirements for implementations and enhancements.
  • Strong understanding of Salesforce capabilities, including:
    • Flows and automation
    • Validation rules and security (profiles/permission sets)
    • Lightning components and UI configuration
  • Experience creating clear user stories, acceptance criteria, and process documentation.
  • Hands-on experience supporting UAT and managing test cases and defects.
  • Experience with JIRA or similar project/issue-tracking tools.
  • Strong customer-facing communication skills and ability to lead discovery sessions.
  • Analytical, detail-oriented, and able to break down complex workflows into executable requirements.
  • Ability to manage multiple projects and shifting priorities.
  • Strong collaboration with technical teams and business stakeholders.
  • Preferred: Experience in lending, financial services, or a similar industry.

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