Business Analyst

5 days ago

Delhi, India eCosmos India Private Limited Full time
Job Title: Salesforc Business AnalystLocation: BangaloreExperience: 6-7 Years

Job Summary:

We are seeking a seasoned Salesforce Business Analyst with 6-7 years of experience to join our team. The ideal candidate will possess strong analytical, communication, and technical skills to gather and analyze business requirements, translate them into Salesforce solutions, and ensure successful project delivery. This individual will work closely with stakeholders, including the finance team and customers, to identify business needs, drive implementation, and optimize Salesforce for effective payments follow-up and management.

Key Responsibilities:

•Requirement Gathering & Analysis:

•Collaborate with business stakeholders to understand their processes and translate these into detailed business, functional, and technical requirements.

•Conduct workshops and interviews to gather user stories and define acceptance criteria.

•Salesforce Solution Design:

•Translate business needs into functional solutions within the Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, etc.).

•Work closely with technical teams to define solution architecture and ensure alignment with business requirements.

•Process Improvement & Optimization:

•Analyze existing business processes and recommend solutions to improve efficiency and effectiveness using Salesforce functionality.•Facilitate change management processes to ensure successful implementation and user adoption of Salesforce features.

•Payments Follow-Up Collaboration:

•Collaborate with the finance team to ensure Salesforce is integrated with financial processes for payment tracking and invoicing.

•Work closely with customers to ensure timely follow-up on outstanding payments and ensure Salesforce supports the payment reminder process.

•Track payment statuses within Salesforce and provide finance teams with regular updates to improve cash flow management.

•Documentation & Reporting:

•Create and maintain detailed documentation for system configurations, business processes, workflows, and training materials.

•Generate and maintain reports, dashboards, and performance metrics to help monitor business KPIs.

• Stakeholder Management:

Act as a liaison between business units, technology teams, finance teams, and support teams to ensure effective collaboration and communication.

•Provide regular project updates and manage stakeholder expectations throughout the project lifecycle.

System Configuration & Testing:

•Configure Salesforce to meet business requirements (fields, objects, workflows, validation rules, etc.).

•Coordinate and conduct UAT (User Acceptance Testing) and assist with quality assurance efforts to ensure system integrity and performance.

Project Management:

•Work with project managers to ensure timely delivery of projects, manage project timelines, and address any potential risks or issues.

•Provide post-implementation support to ensure system stability and continuous improvement.Required Skills & Qualifications:

Salesforce Expertise:

In-depth knowledge of Salesforce platform (Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products).

Experience with Salesforce configuration and customization (fields, objects, workflows, page layouts, validation rules).

Familiarity with Salesforce Lightning interface and AppExchange solutions.

Business Analysis:

Proven experience in gathering, analyzing, and documenting business requirements.

Expertise in creating process flow diagrams, use cases, and other analysis tools.

Strong problem-solving skills with a focus on process improvement.

Finance Collaboration:

Experience working with finance teams to track payments, invoicing, and manage cash flow processes.

Ability to build Salesforce processes that integrate with financial workflows and reporting systems.

Project Management:

Experience working in Agile/Scrum environments.

Strong time management skills and the ability to manage multiple projects simultaneously.

Communication & Stakeholder Management:

Excellent written and verbal communication skills.

Ability to present complex concepts in a clear, user-friendly manner to stakeholders at all levels.

Technical Proficiency:

Basic knowledge of Salesforce development (Apex, Visualforce, Lightning components) is a plus.

Familiarity with data migration tools and techniques (e.g., Data Loader).

Certifications:

Salesforce Certified Administrator (required).

Salesforce Certified Advanced Administrator or Salesforce Certified Business Analyst (preferred).

Additional Salesforce certifications such as Sales Cloud Consultant, Service Cloud Consultant are a plus.

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