What are the responsibilities and job description for the Lead Business Analyst - Salesforce position at Salesforce - Energy Transfer Family of Partnerships Careers?
Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America’s energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children’s Cancer Hospital, The Salvation Army, The American Red Cross, Ronald McDonald House and many more.
We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.
Come join our award winning 12,000 strong organization as we fuel the world and each other!
Summary
We are seeking a Salesforce Lead Business Analyst who can bridge business needs with technical solutions. This role will lead requirements gathering, facilitate stakeholder workshops, design scalable Salesforce solutions, and support hands-on system configuration. The ideal candidate combines strong business acumen, excellent communication skills, and a solid technical foundation in Salesforce.
Key Responsibilities:
- Lead discovery sessions and workshops to gather and refine business requirements.
- Translate business needs into functional and technical Salesforce solutions.
- Design end-to-end Salesforce solutions aligned with business processes and best practices.
- Perform hands-on configuration within Salesforce (objects, fields, flows, validation rules, reports, dashboards).
- Act as the primary liaison between business stakeholders and technical teams.
- Drive solution design discussions and ensure alignment across cross-functional teams.
- Support testing, deployment, and user adoption activities.
- Provide guidance on Salesforce capabilities, limitations, and optimization opportunities.
- Mentor junior analysts and contribute to overall delivery leadership.
Education and/or Experience, Knowledge, Skills & Abilities:
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:
Required Qualifications:
- Bachelor's degree or equivalent experience and 8 years of relevant experience
- 5 years of experience as a Business Analyst with at least 3 years focused on Salesforce.
- Strong hands-on experience with Salesforce configuration (Sales Cloud, Service Cloud and customer experience ).
- Proven experience leading workshops and stakeholder engagement sessions.
- Ability to translate complex business requirements into clear technical solutions.
- Strong communication and presentation skills.
- Solid understanding of Salesforce data model, security, and automation tools (Flows, Process Builder).
Preferred Qualifications:
- Salesforce certifications (e.g., Admin, Advanced Admin, or BA certification).
- Experience working in Agile environments.
- Exposure to integrations and APIs.
- Experience with reporting and dashboard design in Salesforce.
Key Skills:
- Salesforce Configuration & Solution Design
- Business Analysis & Requirements Gathering
- Stakeholder Management & Workshop Facilitation
- Communication & Leadership
- Process Optimization
Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
- Usually, normal office working conditions.
- Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
- Occasional overnight travel may be required.