Business Function Analysis & Business Architecture

The Senior Salesforce Techno‑Functional Business Analyst is a hands‑on delivery role responsible for functional ownership, configuration support, data analysis, and testing across Salesforce initiatives. This role partners closely with Marketing, Sales, IT, and Compliance to deliver scalable, data‑driven CRM and Marketing Cloud solutions.

Primary focus includes Lead & Contact Data Strategy and website lead process optimization, with ongoing support across broader Salesforce programs.

Business & Functional Ownership

• Lead end‑to‑end business analysis from discovery through UAT and rollout

• Translate GTM, Sales, and Marketing requirements into user stories, acceptance criteria, and functional designs

• Act as the primary bridge between business stakeholders and technical teams

• Define the current state and future state process

Salesforce Techno‑Functional Support

• Perform hands‑on Salesforce configuration as needed:

  • Page layouts, record types, validation rules, required fields

  • Picklist standardization and assignment logic

  • Functional Flow support (non‑Apex)

• Review and validate developer‑built solutions against business intent

Lead & Contact Data Strategy

• Own functional and data analysis for Leads, Contacts, Accounts, and Opportunities

• Define data quality standards (accuracy, completeness, uniqueness, consistency)

• Support duplicate analysis, data cleansing, normalization, and post‑cleanse validation

• Embed governance, ownership, and privacy (GDPR) requirements into solutions

Data Analysis & Reporting

• Perform hands‑on data analysis using Salesforce Reports/Dashboards and Excel

• Analyze data quality gaps, duplicate trends, and lead conversion metrics

• Define and track KPIs for lead , contact data quality and GTM effectiveness

Lead Process & Website Integration

• Define and validate end‑to‑end website lead intake and routing

• Support AI‑driven semantic routing use cases

• Configure and test lead assignment rules and SLAs

Testing & UAT

• Create test scenarios and test data

• Lead and support UAT execution, defect triage, and re‑testing

• Ensure solutions meet business, data, and compliance requirements before release

Required Skills & Experience

• Experience working on data strategy and initiatives is a must have.

• Senior‑level experience as a Salesforce Business Analyst with techno‑functional responsibilities

• Strong hands‑on experience with Sales Cloud; working knowledge of Marketing Cloud is nice to have

• Experience with Salesforce configuration, reports/dashboards, and Data Loader

• Strong understanding of CRM data models, data quality, and governance

• Experience supporting testing and UAT in enterprise environments

• Excellent stakeholder communication and documentation skills

Nice to Have

• Experience with data enrichment tools (e.g., Introhive, Equilar)

• Salesforce certifications (Admin / BA )

Business & Functional Ownership

• Lead end‑to‑end business analysis from discovery through UAT and rollout

• Translate GTM, Sales, and Marketing requirements into user stories, acceptance criteria, and functional designs

• Act as the primary bridge between business stakeholders and technical teams

• Define the current state and future state process

Salesforce Techno‑Functional Support

• Perform hands‑on Salesforce configuration as needed:

  • Page layouts, record types, validation rules, required fields

  • Picklist standardization and assignment logic

  • Functional Flow support (non‑Apex)

• Review and validate developer‑built solutions against business intent

Lead & Contact Data Strategy

• Own functional and data analysis for Leads, Contacts, Accounts, and Opportunities

• Define data quality standards (accuracy, completeness, uniqueness, consistency)

• Support duplicate analysis, data cleansing, normalization, and post‑cleanse validation

• Embed governance, ownership, and privacy (GDPR) requirements into solutions

Data Analysis & Reporting

• Perform hands‑on data analysis using Salesforce Reports/Dashboards and Excel

• Analyze data quality gaps, duplicate trends, and lead conversion metrics

• Define and track KPIs for lead , contact data quality and GTM effectiveness

Lead Process & Website Integration

• Define and validate end‑to‑end website lead intake and routing

• Support AI‑driven semantic routing use cases

• Configure and test lead assignment rules and SLAs

Testing & UAT

• Create test scenarios and test data

• Lead and support UAT execution, defect triage, and re‑testing

• Ensure solutions meet business, data, and compliance requirements before release

Required Skills & Experience

• Experience working on data strategy and initiatives is a must have.

• Senior‑level experience as a Salesforce Business Analyst with techno‑functional responsibilities

• Strong hands‑on experience with Sales Cloud; working knowledge of Marketing Cloud is nice to have

• Experience with Salesforce configuration, reports/dashboards, and Data Loader

• Strong understanding of CRM data models, data quality, and governance

• Experience supporting testing and UAT in enterprise environments

• Excellent stakeholder communication and documentation skills

Nice to Have

• Experience with data enrichment tools (e.g., Introhive, Equilar)

• Salesforce certifications (Admin / BA )