Salesforce Business Analyst

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🕒 February 25

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Logo of FormativGroup

FormativGroup

51 - 200 employees

🤝 B2B

🏢 Enterprise

☁️ SaaS

B2B • Enterprise • SaaS

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

• Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements • Synthesize requirements to create clear and comprehensive user stories and solution design documentation • Perform fit-gap analysis between Salesforce functionality and client requirements • Design elegant, innovative Salesforce solutions involving the configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality • Draft custom development specifications and manage the delivery and testing of the functionality by Development resources • Iterate on solutions through a Build/Test/Review cycle with customer Product Owner • Develop training curriculum and deliver training sessions to the solution’s end users • Work with Delivery Director to manage a project to scope, budget, and timeline expectations

🎯 Requirements

• 3+ years of Salesforce administration or consulting experience • 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, Salesforce products, and identifying/automating manual processes to improve efficiency • Strong communication and teamwork skills, with the ability to collaborate, influence, and mentor junior team members • Demonstrated ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail • Adaptable, continuous learner with experience contributing to successful projects involving multiple stakeholders, dependencies, and evolving needs

🏖️ Benefits

• Health insurance • 401(k) • Paid time off • Professional development opportunities • Discretionary bonuses

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