Sr. Business Analyst
Job#: 3037563
Job Description:
The Senior Salesforce Business Systems Analyst will lead the analysis, design, and implementation efforts for a large-scale Salesforce org consolidation initiative, merging Service Cloud capabilities into a unified Sales Cloud environment supporting 3000+ users.
This role is responsible for driving business process harmonization, data alignment, and solution design while acting as the key liaison between business stakeholders, technical teams, and executive leadership.
- Partner with cross-functional stakeholders to align technology solutions with business strategy
- Gather, analyze, and translate requirements into:
- User stories
- Acceptance criteria
- Functional specifications
- Develop and maintain:
- End-to-end process flows
- Story maps
- Use cases and wireframes
- Lead consolidation of multiple Salesforce orgs into a single unified Sales Cloud instance
- Define and support:
- Target-state data model and object design
- Field rationalization and object consolidation
- Evaluate and rationalize:
- Automation (Flows, Apex, validation rules, assignment rules)
- Conflicting business processes
- Support data migration strategy including:
- Data mapping
- Deduplication
- Data quality standards
- Assess and document impacts to integrations, including:
- Back-office systems
- Marketing platforms (e.g., Eloqua, Marketo)
- Reporting tools (e.g., Looker)
- Outlook and other enterprise applications
- Define and align Salesforce security model including:
- Roles and role hierarchy
- Profiles and permission sets
- Sharing rules
- Ensure governance and scalability of the solution across the enterprise
- Act as liaison between Business, IT, and Executive stakeholders
- Drive alignment across merging organizations and resolve competing priorities
- Communicate risks, progress, and decisions clearly to technical and non-technical audiences
- Collaborate closely with Admins, Developers, Architects, and Project Managers
- Support UAT planning, test case creation, and execution
- Validate delivered solutions meet business requirements
- Develop training materials and provide change management support
- Support cutover planning and deployment readiness
- Current-state documentation (process maps, system inventory, data model analysis)
- Future-state process designs
- Requirements documentation (user stories, functional specs)
- Data mapping & field rationalization matrix
- Security model documentation
- Integration impact assessments
- UAT test scripts and execution support
- Training and change management materials
- Cutover readiness checklist
- Bachelor’s degree in Computer Science, Engineering, or related field
- 10+ years of experience in Salesforce Business Analysis
- Strong understanding of:
- Salesforce platform capabilities and architecture
- Security model (roles, profiles, permission sets)
- Automation tools (Flows, Apex, validation rules)
- Proven experience with:
- Salesforce org consolidation or large-scale transformations
- Data migration, deduplication, and master data management
- Process harmonization across complex organizations
- Strong project management and prioritization skills
- Excellent communication and stakeholder management abilities
- Salesforce certifications preferred
- Experience leading enterprise CRM transformations
- Strong ability to bridge business and technical teams
- Comfortable operating in complex, high-visibility programs
- Proven track record delivering scalable, high-quality solutions
Pay Rate: $65- 75/hr
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.
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