Job Title: Salesforce Business Analyst

Location: Remote

Job Type: Contract

Job Description : We are looking for an experienced Salesforce Business Analyst to support the migration from Salesforce Classic to Lightning Experience. The role involves analyzing existing business processes, gathering and translating requirements, and enabling the design of scalable Salesforce solutions aligned with Lightning capabilities.

The candidate will work closely with business stakeholders, product owners, and technical teams to ensure a smooth and effective transition, while maximizing value through enhanced user experience, automation, and process optimization.

Roles & Responsibilities:

Collaborate with business stakeholders to assess current-state (Classic) processes and define future-state (Lightning) solutions
Conduct Discovery sessions, requirement elicitation workshops and translate business needs into user stories and acceptance criteria
Identify gaps, inefficiencies, and transformation opportunities during migration
Design/configure declarative solutions including workflows, validation rules, reports, dashboards, and Lightning components
Work with design and development teams to ensure scalable and feasible solutions aligned with business goals
Manage project activities including requirement gathering, planning, tracking, and execution
Maintain comprehensive documentation (process flows, data models, functional specs)
Drive backlog grooming, prioritization, and sprint planning in collaboration with Product Owners
Ensure scope adherence to SoW and manage change control processes where required
Support UAT planning, coordination, and defect resolution
Promote CRM best practices and Lightning adoption strategies across business users
Provide training, enablement, and change management support to ensure high user adoption

Required Skills & Experience:

10+ years of experience as a Salesforce Business Analyst
Proven experience in Salesforce Classic to Lightning migration programs (Minimum 1 project experience)
Strong expertise in Sales Cloud and Service Cloud, Other cloud experiences are advantageous
Hands-on experience with Lightning Experience features, limitations, and adoption tools
Strong knowledge of requirement gathering, process mapping, and documentation (BRD, FRD, user stories)
Experience working in Agile/Scrum environments (Jira, ADO, Confluence)
Strong analytical, problem-solving, and stakeholder management skills
Excellent client-facing communication skills (onshore coordination)
Understanding of integrations, data migration, and Salesforce ecosystem
Insurance domain knowledge

Preferred Qualifications:

Salesforce certifications (e.g., Salesforce Administrator, Business Analyst)
Experience with Lightning Readiness Reports, Usage App, and adoption metrics
Exposure to DevOps, CI/CD, and release management processes
BFSI Domain experience

Salesforce Business Analyst

Key skills

About this role