Associate III - Business Analysis (Salesforce)

Kochi | Trivandrum | Gurgaon | Noida | Bengaluru | Chennai | Pune

5 to 10 Years

• Minimum 5+ years of experience as a Business Analyst
• Strong hands-on experience in Salesforce CRM environments
• Experience working across Salesforce Sales Cloud, Service Cloud, and CRM transformation initiatives

• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce CRM Functional Analysis
• Salesforce Data Model Understanding
• Salesforce Configuration Knowledge

• Requirements Gathering & Elicitation
• Requirement Analysis & Documentation
• Business Process Mapping
• Gap Analysis
• Impact Analysis
• Stakeholder Workshops
• User Story Writing
• Acceptance Criteria Definition

• BRD (Business Requirements Document)
• FRD (Functional Requirements Document)
• User Stories
• Process Flows
• Functional Specifications
• Requirement Traceability

• Lead-to-Opportunity Process
• Opportunity Management
• Case Management
• Customer Lifecycle Processes
• Sales & Service Workflows

• Custom Objects
• Fields & Relationships
• Workflows
• Validation Rules
• Reports & Dashboards
• Basic Security Concepts

• SIT Support
• UAT Planning & Execution
• Test Scenario Creation
• Defect Tracking & Resolution
• Functional Validation

• Data Mapping
• Data Migration Support
• Salesforce Integration Understanding
• Data Validation & Reconciliation

• Agile Methodology
• Scrum Framework
• Sprint Planning
• Backlog Grooming
• Sprint Reviews
• Jira / Agile Tools

• Business Stakeholder Engagement
• Cross-functional Coordination
• Functional Workshops
• Requirements Walkthroughs
• Communication & Presentation Skills

• Salesforce Administrator Certification
• Salesforce Business Analyst Certification

• Marketing Cloud
• Salesforce AI / Einstein AI

• Life Sciences
• Pharmaceutical Industry
• Healthcare Domain

• GDPR
• HIPAA
• Data Privacy & Compliance Requirements

• Salesforce Integrations
• APIs & Middleware Exposure

• End-User Training
• User Adoption Programs
• CRM Change Management

• Gather, analyze, and document business requirements through stakeholder discussions, workshops, and interviews.
• Create BRDs, FRDs, user stories, process flows, and acceptance criteria.
• Translate business requirements into functional Salesforce solutions.

• Design and document end-to-end CRM business processes.
• Support Lead-to-Opportunity, Opportunity Management, and Case Management process implementations.

• Collaborate with Salesforce Administrators, Developers, and Architects.
• Provide functional guidance on Salesforce capabilities and configurations.
• Support solution design and configuration decisions.

• Define test scenarios and support SIT/UAT activities.
• Validate delivered functionality against business requirements.
• Coordinate defect resolution with technical teams.

• Participate in data mapping and migration activities.
• Support integration-related requirement definition and validation.

• Conduct end-user training sessions.
• Drive CRM adoption initiatives.
• Support change management activities.

• Serve as the liaison between business users and technical teams.
• Ensure solutions align with business objectives and operational needs.