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Salesforce Business Analyst
Salesforce Business AnalystInsight Global • Irvine, CA
Salesforce Business Analyst

Salesforce Business Analyst

Insight Global • Irvine, CA
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Job Description

An employer in the insurance industry is looking for Salesforce Business Analyst to join the fully remote team. This person will be responsible for leading the requirements gathering process by collaborating with stakeholders to define and document business needs for Salesforce projects. They will develop comprehensive business requirements, user stories, acceptance criteria and process maps to guide the development and implementation teams. This role is fast‑paced and highly collaborative. On a typical day, the analyst will spend about a third of their time in requirements‑gathering sessions, another third sorting and structuring the steady stream of requests coming in from various channels, and the remaining third in uninterrupted focus time converting those requirements into well‑crafted user stories. The BA will design proof-of-concepts (POCs) and propose Salesforce solutions that align with business objectives and best practices. They will partner with IT / Salesforce resources to ensure the configuration and customization of Salesforce meets business requirements and industry best practices.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy :

Required Skills & Experience

3-7 years of experience as a Business Analyst on the Salesforce platform

3-7 years of experience writing user stories for Salesforce specific functionalities

Salesforce Administrator Certification and Salesforce BA Certification

Experience working with various Salesforce platforms and features including Sales Cloud, Service Cloud and Marketing Cloud

This person will not be doing hands-on configurations, rather they need to understand the various platforms' functionalities and how features would work together.

Process documentation experience in their tool of choice (Lucid Chart, Asana, etc.)

Experience working with a ticketing system similar to Azure DevOps, ServiceNow, Jira, etc.

Must be a strong communicator, able to prioritize and re-prioritize tasks and requests from business units based on project goals.

Nice to Have Skills & Experience

Sales Cloud Consultant Certification (preferred) or Service Cloud Consultant Certification

CSM or CSPO certifications

Experience doing hands-on configurations a plus!

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.

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