Senior Salesforce Business Analyst
Location: 100% Remote (Preferred Location Chicago, IL)
Type: Direct Hire
Contact: Alex at


  • Understanding and translating business stakeholder needs into transformative end user experiences on the Salesforce platform
  • Engages with various departments across, and at all levels, of the organization to analyze existing business and operational procedures
  • Prescribe how internal / external customer needs may be best met through process improvement via Salesforce features and functions
  • Leverages deep knowledge of the Salesforce platform, establishes the end-to-end target user experience via user stories in JIRA
  • Consults with Salesforce Center of Excellence in IT and Salesforce Vendor in feasibility and solution design analysis
  • Serves in a Team Lead role, mentoring fellow product team members in acquiring platform, product management and procedural expertise

Required Skills:

  • Possess strong organizational, communication, critical thinking and business analysis skills, with prior experience in product management and Salesforce highly preferred (via previous experience delivering a multi-year, phased implementation, Salesforce Administrator coursework and / or Salesforce Certification)
  • Experience building and leveraging internal networks, conducting end user research and assessing business functions / procedures to align Salesforce capabilities to target end user experiences
  • Document functional requirements via user stories, including supporting current and target state workflows, data definition and mapping, and dashboard and reporting related requirements
  • Experience leading product deliverables through all phases of the agile SDLC
  • Experience with Change Management
  • Coordinate and perform business administration tasks and ad-hoc analysis
  • Demonstrate a highly consultative, service-oriented approach
  • Self-Directed learner
  • Leverage the best of the organization’s relationship with the Salesforce Account Team by suggesting meaningful opportunities to partner with Salesforce Product and Industry expertise to advance the Enterprise Salesforce Strategy
  • Ability to lead all levels of projects
  • 5-7 years related work experience in financial services industry, systems, and / or data management. Salesforce certification, coursework and / or previous implementation experience preferred


Alexander Williams
Recruiting Consultant

Forbes Technical Consulting
Chicago, IL

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