Roles and Responsibility:
Leadership & Stakeholder Management
- Lead business analysis activities across Salesforce Sales Cloud and Marketing Cloud projects.
- Act as the primary point of contact between business stakeholders, project teams, and technology partners.
- Facilitate workshops, requirement gathering sessions, and solution discussions.
- Drive alignment between business objectives and Salesforce capabilities.
- Mentor and guide junior Business Analysts.
- Manage stakeholder expectations and project communication.
Business Analysis & Requirement Management
- Gather, analyze, document, and validate business requirements.
- Prepare BRDs, User Stories, Use Cases, Process Flows and Functional Specifications.
- Conduct current-state and future-state process assessments.
- Perform gap analysis and recommend process improvements.
- Define acceptance criteria and business success metrics.
Solution Design & Documentation
- Collaborate with Salesforce administrators, developers, and architects to design effective solutions.
- Create process maps, workflow diagrams, data models, and business process documentation.
- Define acceptance criteria and functional requirements.
- Support solution reviews to ensure alignment with business objectives.
Salesforce Sales Cloud
- Understand and optimize Lead-to-Opportunity and Opportunity-to-Order processes.
- Support and enhance sales processes, lead management, account management, and opportunity management.
- Assist in sales forecasting and pipeline management initiatives.
- Drive sales automation and process optimization.
- Define business requirements for dashboards, reports, and analytics.
Salesforce Marketing Cloud
- Gather requirements for customer journeys, campaign management, segmentation, and personalization.
- Collaborate with marketing teams to support campaign execution and automation.
- Support email marketing, customer engagement, and digital marketing programs.
- Define campaign tracking, measurement, and reporting requirements.
- Assist in customer journey mapping and marketing effectiveness initiatives.
Requirement
- 5-6 Yrs of exp into salesforce
- B.Tech, BCA, MCA, MBA as educational qualification
- Salesforce Sales Cloud
- Salesforce Marketing Cloud
- Lead & Opportunity Management
- Campaign Management
- Customer Journey Mapping
- Salesforce Reports & Dashboards
- CRM Analytics
- Requirement Elicitation
- BRD Development
- User Story Writing
- Process Mapping
- Gap Analysis
- UAT Management
- Stakeholder Management
