Business Analyst - Salesforce

Job Purpose:

The Business Analyst plays a critical role in shaping how the organization leverages Salesforce to operate at scale. The role is responsible for translating complex business needs into well-defined, scalable solutions by acting as the primary interface between Salesforce users and Salesforce engineering teams.

Beyond requirements definition, the Business Analyst is expected to challenge assumptions, improve problem framing, and guide stakeholders toward sustainable, platform-aligned solutions that balance business outcomes with long-term maintainability.

The role also owns end-to-end coordination of assigned Salesforce initiatives, ensuring disciplined execution while upholding a high standard of clarity, quality, and architectural integrity.

Key Responsibilities:

Salesforce User Engagement & Analysis

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements

Requirements Definition & Engineering Enablement

• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Proactively recommend Salesforce-native or simplified solutions where appropriate
• Identify edge cases, dependencies, data impacts, and downstream process implications early

Backlog & Solution Preparation

• Build, maintain, and refine high-quality backlogs for Salesforce and related platforms (e.g., client portals)
• Decompose Epics into logically sequenced, sprint-ready user stories
• Ensure work entering engineering is stable, prioritized, and clearly understood

Salesforce Initiative Delivery

• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Coordinate across Salesforce users, engineers, QA, training, and documentation resources
• Surface risks, ambiguity, and trade-offs early and transparently
• Drive delivery discipline without compromising requirement clarity or solution quality

Senior-Level Expectations (Experience-Based)

• Independently own ambiguous, cross-functional Salesforce initiatives
• Challenge senior stakeholders constructively without escalation
• Mentor less-experienced analysts through example and feedback
• Identify systemic issues in Salesforce usage and recommend improvements

Required Qualifications

• 3 - 6 years experience as a Business Analyst or similar role
• Demonstrated experience working directly with business users to define system requirements
• Experience supporting software delivery teams in Agile environments
• Strong written and verbal communication skills
• Experience with Jira, Confluence, or similar tools
• Bachelor’s degree or equivalent professional experience

Preferred Qualifications

• Hands-on experience working with Salesforce implementations or enhancements
• Ability to translate business workflows into Salesforce-aligned requirements
• Experience working in enterprise or services-based organizations

Performance Metrics

• Requirement Quality: Minimal clarification requests and rework from Salesforce engineers
• Delivery Effectiveness: Stable, sprint-ready requirements and predictable launches
• User Impact: Salesforce users report improved workflows and reduced friction
• Business Outcomes: Salesforce solutions meet intended objectives and adoption goals

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.