Lead Business Systems Analyst (Salesforce)

Accountabilities:

• • Lead business analysis across multiple concurrent Salesforce projects and initiatives.
  • Facilitate discovery sessions, workshops, requirements discussions, and stakeholder alignment meetings.
  • Partner with business stakeholders, solution architects, technical teams, internal application groups, and implementation partners to define effective solutions.
  • Document current-state and future-state business processes and develop detailed requirements, user stories, acceptance criteria, process documentation, and traceability artifacts.
  • Challenge existing processes and requirements to identify opportunities for simplification, standardization, automation, and improved business outcomes.
  • Evaluate solution options with architects and delivery teams, balancing business value, technical complexity, scalability, supportability, and cost.
  • Promote a configuration-first approach by maximizing standard Salesforce capabilities before recommending custom development.
  • Assess business impact, operational benefits, licensing considerations, and total cost of ownership for proposed solutions.
  • Support Salesforce initiatives from discovery and design through build, testing, deployment, and stabilization.
  • Validate solution designs and prototypes using Salesforce declarative capabilities such as Flow, reports, dashboards, page layouts, permission sets, and security controls.
  • Lead User Acceptance Testing, defect triage, deployment readiness, and related delivery activities.
  • Partner with integration and data teams on system interfaces, data migrations, mapping, data quality, and governance.
  • Support Salesforce Data Cloud/Data360 initiatives involving customer data unification, segmentation, activation, and governance.
  • Evaluate Salesforce AI capabilities, including Einstein and Agentforce, and identify practical opportunities to improve operational efficiency and business performance.
  • Develop business cases and recommendations for Salesforce AI initiatives, considering ROI, licensing and consumption costs, business value, and organizational readiness.
  • Collaborate with stakeholders to prioritize Salesforce capabilities and investments according to strategic business objectives.
  • Communicate requirements, risks, scope changes, dependencies, estimates, and business impacts clearly across stakeholders and delivery teams.

  Requirements:

  • 8+ years of Business Systems Analyst experience, with flexibility for candidates offering strong directly relevant experience.
  • 5+ years of hands-on experience working with Salesforce.
  • Proven experience leading business analysis across multiple concurrent Salesforce projects.
  • Strong experience with Salesforce Service Cloud and Sales Cloud.
  • Hands-on experience with Salesforce declarative configuration, including Flow, permission sets, reports, dashboards, and page layouts.
  • Experience working with external systems integrators or implementation partners throughout discovery, design, build, testing, deployment, and stabilization.
  • Strong knowledge of integrations, data migration, data mapping, data quality, data governance, and enterprise application ecosystems.
  • Demonstrated ability to translate complex business needs into clear requirements, user stories, acceptance criteria, and actionable solution designs.
  • Excellent facilitation, stakeholder management, communication, and relationship-building skills.
  • Ability to collaborate effectively with both technical and non-technical stakeholders.
  • Strong analytical and critical-thinking skills, including the confidence to constructively challenge requirements and proposed solutions.
  • Experience working in Agile environments.
  • Strong commercial awareness and ability to evaluate estimates, scope, change requests, costs, and potential business impacts.
  • Ability to manage multiple initiatives simultaneously while maintaining attention to detail and alignment with broader business objectives.
  • Curiosity about emerging Salesforce capabilities, automation, and AI, with the ability to identify practical opportunities for measurable business value.
  • Preferred experience with Salesforce Manufacturing Cloud, Data Cloud/Data360, Field Service, CPQ, Revenue Cloud, licensing, contract management, retail operations, or CRM transformation.
  • Experience evaluating Salesforce AI capabilities from both business and financial perspectives is a plus.
  • Experience in both consulting/system integrator environments and internal business applications organizations is highly preferred.
  • Candidates must be legally authorized to work in the United States without current or future sponsorship.
  • Ability to work approximately 9:00 AM–5:00 PM Eastern Time, with occasional flexibility for business-critical initiatives.
  • Willingness to complete background checks when required by security-conscious clients.

  Benefits:

  • 100% remote work opportunity for the right candidate, with Schenectady, New York also identified as a potential location.
  • Compensation determined based on experience, qualifications, and location.
  • Opportunity to work on complex Salesforce initiatives across multiple clients and business environments.
  • Exposure to Salesforce Service Cloud, Sales Cloud, Data Cloud/Data360, AI, automation, integrations, and enterprise transformation.
  • Highly collaborative environment with close interaction across business, architecture, engineering, and implementation teams.
  • Opportunity to influence technology strategy and business processes rather than focusing solely on requirements documentation.
  • Flexible working environment with approximately 9:00 AM–5:00 PM EST hours and occasional flexibility for critical initiatives.
  • Opportunity to contribute to a growing technology organization and work on meaningful, complex applications.