Responsibilities
- Partner with Sales, Marketing, Customer Success, Sales Ops, and Commercial Operations stakeholders to gather and refine business requirements.
- Lead project intake and support prioritisation processes across GTM systems initiatives.
- Facilitate discovery workshops and stakeholder alignment sessions.
- Translate business requirements into scalable Salesforce and systems solutions.
- Document user stories, process flows, requirements, and acceptance criteria.
- Collaborate closely with administrators, developers, architects and integration teams.
- Support backlog grooming, sprint planning and Agile delivery processes.
- Coordinate testing activities including UAT and solution validation.
- Help improve operational processes, reporting, automation and data quality.
- Communicate timelines, dependencies, and prioritization tradeoffs across stakeholders.
- Support governance and change management processes across GTM systems.
Requirements
- 5+ years of experience as a Salesforce Business Analyst, Technical Business Analyst, or related role.
- Hands on understanding of Salesforce platform capabilities and configuration.
- Experience gathering requirements and managing cross functional stakeholders.
- Strong understanding of CRM workflows, automation, reporting, permissions and integrations.
- Experience working in Agile or iterative delivery environments.
- Strong analytical, organisational and communication skills.
- Ability to balance technical constraints with business priorities.
- Experience supporting operational processes in fast paced environments.
- Salesforce Administrator certification.
- Experience supporting Sales Cloud, Service Cloud, CPQ, or Sales Operations processes.
- Familiarity with Jira, Confluence, Lucidchart, or similar collaboration tools.
- Exposure to APIs, integrations and enterprise applications.
- Experience in SaaS, cloud infrastructure, or AI focused technology companies.
Core Competencies
Demonstrates expertise in Salesforce platform capabilities, including configuration and CRM workflows, while effectively collaborating with cross functional teams to gather requirements and support Agile delivery processes. Proven ability to enhance operational processes and ensure data quality through strong analytical and communication skills.
Hard Skills
- Salesforce Configuration
- Requirements Gathering
- User Story Documentation
- Process Flow Documentation
- Acceptance Criteria Definition
- Operational Process Improvement
- Data Quality Management
- Testing Coordination
- API Exposure
- Integration Experience
Soft Skills
- Analytical Skills
- Organizational Skills
- Communication Skills
Certifications & Qualifications
- Salesforce Administrator Certification