Salesforce Product Business Analyst

• Partner with the Product Owner to refine and prioritize the backlog
• Carry stories through the full SDLC — from analysis and documentation to configuration, testing, and UAT validation
• Support developers, testers, and business users by ensuring clarity of requirements, acceptance criteria, and test cases
• Validate configuration changes in lower environments and assist with release readiness
• Conduct workshops and stakeholder interviews to elicit business requirements
• Translate needs into clear user stories, acceptance criteria, and process flows using Azure DevOps and Lucidchart
• Analyze current Salesforce configurations and recommend declarative enhancements
• Perform Salesforce declarative configurations, including: Flow Builder (record-triggered and screen flows), Validation Rules and Formula Fields, Lightning Record Pages, Dynamic Forms, and App Builder changes, Reports, Dashboards, and List Views
• Collaborate with developers on complex automation or integration work that extends beyond declarative capability
• Develop and execute test cases to validate functionality
• Coordinate and support user acceptance testing (UAT) with business stakeholders
• Track and resolve defects
• ensure post-deployment verification
• Maintain clear, consistent documentation in Azure DevOps, including linked tasks and test cases
• Contribute to release notes, training materials, and platform usage guides
• Proactively suggest UI/UX improvements and process optimizations that enhance agent productivity

• 3–6 years of experience as a Business Analyst or Functional Consultant within Salesforce environments
• Hands-on experience with Sales Cloud (opportunity management, pipeline optimization, lead conversion, and sales enablement)
• Proven ability to configure Salesforce declaratively using Flow, Validation Rules, and Lightning tools
• Experience supporting all stages of the SDLC within Agile teams
• Strong understanding of Salesforce data model, security, and relationships
• Excellent communication skills and stakeholder facilitation experience

• Salesforce Administrator or Business Analyst Certification
• Exposure to CPQ, MuleSoft integrations, or downstream marketing/sales processes
• Familiarity with energy or utilities industry sales cycles
• Experience creating test plans and managing UAT sign-off
• Knowledge of Agile estimation, sprint planning, and release management practices

Hands-on experience with in-demand declarative tools in the Salesforce ecosystem (Flow Builder, Lightning App Builder & Dynamic Forms, Validation Rules & Formula Fields) valuable for career growth and marketability