Business Systems Analyst - Salesforce CRM
Perfict Global, Inc.
Pleasanton, CA
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JOB DETAILS
LOCATION
Pleasanton, CA
POSTED
30+ days ago
Location : Pleasanton, CA
Duration : 6 Month Contract
Onsite Position
Roles & Responsibilities
- Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.
- Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.
- Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.
- Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.
- Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.
- Maintain accurate and updated documentation using Confluence and track development progress using Jira.
- Create and deliver PowerPoint presentations and Smartsheet reports to summarize project progress, key findings, and recommendations for leadership.
- Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.
- Support change management, end-user training, and documentation as part of new feature rollouts and enhancements
- 3–5 years of hands-on experience as a Business Systems Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
- Strong proficiency in Jira and Confluence for requirements tracking and documentation.
- Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
- Demonstrated ability to build user journeys, workflows, and diagrams using tools such as Lucidchart, Visio, or Miro.
- Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.
- Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
- Working knowledge of Salesforce platform capabilities, data model, and integration patterns
About the Company
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