What are the responsibilities and job description for the Salesforce Business Analyst position at KTek Resourcing?
Job Description:
We are seeking a detail-oriented and experienced Salesforce Business Analyst to join our team. The ideal candidate will have strong experience gathering and analyzing business requirements, mapping insurance and financial services workflows, and supporting Salesforce implementations, enhancements, and integrations.
Key Responsibilities:
- Work closely with business stakeholders to gather and analyze functional and technical requirements related to Salesforce CRM and its integration with core insurance systems.
- Translate business requirements into user stories, process flows, and functional specifications.
- Partner with Salesforce developers, architects, QA teams, and project managers to deliver scalable solutions.
- Lead or support UAT efforts and ensure deliverables meet business needs and compliance standards.
- Act as a liaison between business users and technical teams throughout the entire project lifecycle.
- Support data migration, data integrity, and report/dashboard requirements.
- Participate in Agile ceremonies such as sprint planning, backlog grooming, and retrospectives.
Required Qualifications:
- 5 years of experience as a Business Analyst, with at least 3 years focused on Salesforce (Sales Cloud, Service Cloud, or Financial Services Cloud).
- Strong understanding of CRM business processes, particularly in insurance and financial services.
- Hands-on experience writing user stories, BRDs, FRDs, and test cases.
- Experience working with Salesforce Lightning, and third-party integrations (e.g., DocuSign, MuleSoft, marketing automation).
- Familiarity with data models, data mapping, and workflow automation.
- Solid understanding of Agile/Scrum methodologies.
