Salesforce Business Analyst

🕒 November 3

Where this job comes from

Posted on FormativGroup's careers page ↗FormativGroup's careers page, not through a job board

First seen by Remote Rocketship November 3

Still open on FormativGroup's site. Checked 57 minutes ago.

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Logo of FormativGroup

FormativGroup

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

FormativGroup is a B2B technology consulting and implementation firm that helps mid-market and enterprise clients modernize applications, workflows, and data infrastructure. They specialize in data architecture, system integration, application development, workflow automation, SaaS/PaaS ecosystem management, and AI roadmapping to enable governance, migrations, and interoperability across complex environments. FormativGroup serves regulated and enterprise sectors such as insurance, banking, mortgage & lending, wealth management, healthcare, and the public sector, focusing on outcome-based designs and continuous improvement.

📋 Description

• Conduct discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements • Synthesize requirements into clear user stories and solution design documentation • Perform fit-gap analysis between Salesforce functionality and client requirements • Design Salesforce solutions involving Salesforce and Managed Packages configuration, complex data models, external integrations, business process automation, and custom functionality • Draft custom development specifications and manage delivery and testing by Development resources • Iterate on solutions through Build/Test/Review cycles with the customer Product Owner • Develop training curriculum and deliver training to end users • Work with the Delivery Director to manage projects against scope, budget, and timeline expectations

🎯 Requirements

• 5+ years of Salesforce administration or consulting experience, with background in project coordination, business analysis, or project management • Salesforce Administrator certification required • Business Analyst certification preferred • Experience defining business processes, writing user stories, and gathering Salesforce requirements across multiple stakeholders and workstreams • Proven ability to support Salesforce deployments including data migrations, third-party integrations, and configuration across B2B, B2C, and hybrid models • Strong analytical skills with experience in data analysis, reporting, and presenting insights clearly and accurately • Skilled in Google Workspace and Salesforce products • Experience identifying and automating manual processes to improve efficiency • Strong communication and teamwork skills, with ability to collaborate, influence, and mentor junior team members • Ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail • Adaptability and continuous-learning mindset, with experience contributing to successful projects involving multiple stakeholders, dependencies, and evolving needs • Must be authorized to work for any employer in the United States • Must reside in AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC • FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position

🏖️ Benefits

• Discretionary bonuses, commissions, or other incentive programs • Medical insurance • Dental insurance • Vision insurance • 401(k) • Paid time off • Potential periodic client travel • Reasonable accommodations for individuals with disabilities

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