Salesforce Lead Engineer - Business Analyst
Role Overview
Key member of the Customer Platform team in IT, developing CRM capabilities for global Sales and Service organizations.
Works with CRM colleagues, business stakeholders, and cross-functional teams to translate business needs into scalable Salesforce solutions.
Key Skills for This Role
Full Job Posting
Role overview
Key member of the Customer Platform team in IT, developing CRM capabilities for global Sales and Service organizations.
Works with CRM colleagues, business stakeholders, and cross-functional teams to translate business needs into scalable Salesforce solutions.
Responsibilities
- Gather, document, and interpret requirements with stakeholders and define scalable solutions with technical teams.
- Design and enhance Salesforce features; define requirements and improve business processes.
- Create user stories, acceptance criteria, and process flows.
- Define reporting and analytics needs, including reports, dashboards, and evaluation of Einstein Analytics.
- Define testing strategy, collaborate with QE engineers, review test scripts, and support user acceptance testing.
- Identify technology or process gaps, project risks, and dependencies; propose improvements and alternatives.
- Create training materials and process documentation and educate stakeholders on system capabilities.
Qualifications
- Bachelor's degree in computer science, information technology, or related experience.
- 5+ years of Salesforce experience as a Business Analyst, Product Owner, or primary support role.
- Expertise in declarative Salesforce administration, including Process Builder, Flow, profiles, custom objects, approvals, and Lightning Experience.
- Experience designing business processes, gathering requirements, and managing competing priorities.
- Ability to articulate and implement Salesforce best practices.
- Strong technical skills and business acumen in sales, service, and marketing.
- Experience gathering requirements, writing user stories, and working in Agile/Scrum environments; strong written and verbal skills.
Preferred qualifications
- Pre-sales processes in Marketing Management, Campaign and Lead Management, and hands-on use of marketing tools integrated with Salesforce are preferred.
- Salesforce Administrator, Business Analyst, or Sales and Service Consultant certifications are preferred.
- Salesforce integration experience with MuleSoft, APIs, or ETL tools is a plus.
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