Business Analyst – Salesforce

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Riveron

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💸 Finance

B2B • Finance

Riveron is a national business advisory firm that partners with CFOs, private equity firms, lenders, and corporate leaders to improve accounting, finance, technology, and operational performance. The firm provides hands-on consulting across accounting advisory, transaction services (M&A, buy/sell-side diligence), tax advisory, restructuring and turnaround, interim management, governance/risk/compliance, capital markets advisory, ESG consulting, and technology enablement (ERP, automated reporting and AI-enabled finance solutions). Riveron focuses on implementing practical solutions from strategy through execution to increase transparency, drive transformation, and support complex transactions and capital events.

📋 Description

• Lead requirements gathering activities through stakeholder interviews, workshops, discovery sessions, and process mapping exercises. • Analyze and document current-state and future-state business processes, identifying opportunities for optimization and automation. • Elicit, document, and manage functional and non-functional requirements, business rules, data requirements, and process dependencies. • Develop business requirements documents (BRDs), user stories, acceptance criteria, process flows, use cases, data mappings, and solution documentation. • Manage and prioritize product backlogs in partnership with Product Owners and business stakeholders. • Facilitate requirements reviews and solution design sessions with business users, architects, administrators, and development teams. • Support Salesforce Sales Cloud, Service Cloud, CPQ/Revenue Cloud, and Lead-to-Cash processes including lead management, opportunity management, quoting, pricing, approvals, contracts, billing, and renewals. • Ensure proposed solutions align with business objectives, Salesforce best practices, and enterprise standards. • Develop test strategies, test scenarios, and business validation plans to ensure requirements are fully met. • Coordinate User Acceptance Testing (UAT), defect triage, regression testing, and release validation activities. • Validate Salesforce configurations, CPQ pricing logic, workflows, integrations, reports, dashboards, and business processes. • Maintain end-to-end requirements traceability from discovery through deployment. • Act as the primary liaison between business stakeholders and technical teams, facilitating communication, decision-making, and issue resolution. • Participate in Agile ceremonies including backlog grooming, sprint planning, demos, and retrospectives. • Support change management, user training, documentation, and adoption initiatives to ensure successful business outcomes.

🎯 Requirements

• Bachelor's degree in Business, Information Systems, Computer Science, or related field. • 2-5+ years of Business Analysis experience supporting enterprise technology and business transformation initiatives. • 2+ years of experience supporting Salesforce implementations and enhancements. • Strong experience with requirements elicitation, process mapping, workflow analysis, business case development, and solution documentation. • Experience supporting Salesforce Sales Cloud, Service Cloud, CPQ/Revenue Cloud, and Lead-to-Cash business processes. • Knowledge of quoting, pricing, approvals, contract management, billing, renewals, and customer lifecycle management. • Experience creating user stories, acceptance criteria, process flows, wireframes, and functional specifications. • Familiarity with integrations, data migration, reporting, dashboards, and enterprise business processes. • Experience supporting Agile/Scrum teams and managing requirements throughout the software development lifecycle. • Strong stakeholder management, facilitation, presentation, and communication skills. • Experience coordinating UAT, defect management, release validation, and business readiness activities. • Strong analytical, problem-solving, and organizational skills with the ability to manage multiple priorities. • Experience with JIRA, Azure DevOps, Confluence, or similar delivery and requirements management tools. • Consulting or client-facing experience preferred. • Salesforce certifications such as Salesforce Business Analyst, Salesforce Administrator, CPQ Specialist, or related credentials preferred.

🏖️ Benefits

• full range of benefits including medical, dental, and vision insurance • 401(k) with company match • PTO