Perfict Global
Business Systems Analyst - Salesforce CRM
Perfict Global, Pleasanton, California, United States, 94566
Job Title
Business Systems Analyst - Salesforce CRM
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
Must Have
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
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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
Must Have
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
#J-18808-Ljbffr