What are the responsibilities and job description for the Technical Business Analyst position at Simplus?
Location: Plano, TX or Alpharetta, GA (Hybrid role)
About Simplus
Simplus, a leading Salesforce Summit Consulting Partner and an Infosys company, delivers end-to-end Salesforce solutions that help organizations accelerate digital transformation, enhance customer experiences, and maximize business value.
Position Summary
We are seeking a Technical Business Analyst (Salesforce Agentforce & AI) to bridge business and technology teams in the delivery of AI-powered Salesforce solutions. This role will focus on requirements gathering, process analysis, solution design, and implementation support across Agentforce, Einstein AI, Data Cloud, Sales Cloud, and Service Cloud initiatives.
Key Responsibilities
- Gather, analyze, and document business and technical requirements.
- Facilitate workshops, process mapping sessions, and stakeholder discussions.
- Create user stories, acceptance criteria, process flows, and functional specifications.
- Partner with business stakeholders, architects, developers, and QA teams to deliver Salesforce solutions.
- Define and document AI and Agentforce use cases, including:
- Customer Self-Service Agents
- Case Summarization
- Knowledge Recommendations
- Automated Email Generation
- Intelligent Routing
- Sales Coaching
- Support Agentforce, Einstein AI, Prompt Builder, and Data Cloud implementations.
- Analyze integration requirements and support API, data, and Customer 360 initiatives.
- Coordinate UAT activities and validate business outcomes.
- Support AI governance, security, privacy, and compliance requirements.
Qualifications & Skills
- 5 years of Business Analyst or Technical Business Analyst experience.
- 3 years of Salesforce project experience.
- Strong knowledge of:
- Sales Cloud
- Service Cloud
- Experience Cloud
- Data Cloud
- Salesforce Data Model
- Flows & Automation
- Experience creating BRDs, FRDs, user stories, acceptance criteria, and process documentation.
- Strong stakeholder management, communication, and facilitation skills.
- Experience working within Agile/Scrum environments.
Preferred Experience
- Salesforce Agentforce, Einstein AI, Einstein Copilot, and Prompt Builder.
- Generative AI platforms such as OpenAI, Azure OpenAI, Gemini, or Claude.
- Understanding of Prompt Engineering, RAG, AI Agents, Conversational AI, and AI Governance.
- Experience supporting AI-powered customer service, sales, or employee productivity initiatives.
Preferred Certifications
- Salesforce Business Analyst
- Salesforce Administrator
- Salesforce AI Associate or AI Specialist
- Salesforce Agentforce Specialist
- Salesforce Service Cloud Consultant
Why Join Simplus?
- Work with top-tier clients leveraging Salesforce AI and Agentforce technologies.
- Be part of a high-performing, collaborative team backed by Infosys.
- Access continuous learning, certification support, and career growth opportunities.
Apply Today!
Join Simplus and help organizations transform customer and employee experiences through Salesforce, Agentforce, and AI-driven innovation.
If you are available & interested, please share your CV across to sharonsantosh.ninan@infosys.com OR you can attach it here and I will get back to you with details on the role.