Business Systems Analyst-Salesforce

Position: Business Systems Analyst - Salesforce CRM

Location: Pleasanton, CA has to be onsite 4 days a week M-Thr

Duration: Long Term

Phone and Video

Proven experience with Salesforce Sales Cloud/Marketing Cloud.

Team Overview

This person will be reporting to Product Owner and Sr Director.

Project Description

We are seeking a Business Systems Analyst (BSA) to join our Salesforce CRM Product Management team. This role is ideal for someone who thrives at the intersection of business processes, technology, and user experience. The BSA will work closely with cross-functional business stakeholders, product managers, and engineering teams to translate business needs into well-defined requirements and deliver scalable Salesforce solutions that drive efficiency and growth.

Duties/Day to Day Overview

Responsibility

Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.

Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.

Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.

Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.

Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.

Maintain accurate and updated documentation using Confluence and track development progress using Jira.

Create and deliver PowerPoint presentations and Smartsheet reports to summarize project progress, key findings, and recommendations for leadership.

Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.

Support change management, end-user training, and documentation as part of new feature rollouts and enhancements

Qualification:

3–5 years of hands-on experience as a Business Systems Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).

Strong proficiency in Jira and Confluence for requirements tracking and documentation.

Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.

Demonstrated ability to build user journeys, workflows, and diagrams using tools such as Lucidchart, Visio, or Miro.

Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.

Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.

Working knowledge of Salesforce platform capabilities, data model, and integration patterns

Top Requirements

(Must haves)

The must-have requirements for this BSA role are:

Salesforce & Technical Skills

Experience with Salesforce Sales Cloud and Marketing Cloud

Experience creating BRDs and PRDs

Skilled in Lucidchart, Miro, or Visio for process flows and journey mapping

Proficient with Jira and Confluence

Business & Communication Skills

Strong communication and relationship-building skills

Ability to bridge business and technical teams

Fast learner with a startup-like mindset; can ramp quickly with minimal guidance

Hands-On Expectations

Can translate and validate requirements in Salesforce

Ideally has hands-on Salesforce or prior system integration experience

Can perform business-level QA and test their documented stories

Additional Helpful Skills

Experience with Einstein platform (optional but valuable)

Additional Qualifications

(Nice to Haves)

Candidates should provide anonymized samples of BRDs, diagrams, dashboards, and reporting