Business Analyst

Role : Salesforce Business Analyst

Location: Hyderabad

Employment Type: Full-time

We are seeking an experienced and highly skilled Salesforce Business Analyst with 5

+years of hands-on experience in Salesforce implementations, insurance domai

nexpertise, and strong integration knowledge. This role requires translating comple

xbusiness requirements into Salesforce solutions, supporting integration projects acros

smultiple insurance platforms, and ensuring compliance with regulatory standards. Th

eideal candidate will act as a bridge between business stakeholders and technica

lteams to optimize processes, improve efficiency, and drive measurable business value

.
Key Responsibiliti

es▪ Business Analysis & Requirement Gathering- Engage with business stakeholde

rsacross Sales, Service, Underwriting, Claims, Policy Administration, and Actuari

alteams to gather detailed requirement

s.▪ Conduct workshops, interviews, and process mapping sessions to docume

ntcurrent-state and future-state workflow

s.▪ Analyze gaps between business processes and system capabilities, a

ndrecommend process improvements leveraging Salesforce functionalit

y.▪ Translate complex business requirements into functional specifications, us

erstories, and acceptance criteria, ensuring alignment with business goal

s.▪ Ensure documentation adheres to internal standards, including traceability fr

omrequirements to deliver

y.
Salesforce Expert

iseCreate and maintain detailed reports, dashboards, and analytics to supp

ortSales, Service, Underwriting, and Claims operatio

ns.▪ Collaborate with Salesforce Admins and Developers to design scalable

andmaintainable Salesforce solutio

ns.▪ Configure and optimize Salesforce components such as Objects, Fields, Rec

ordTypes, Page Layouts, Lightning App Builder, Validation Rules, and Flows wh

erenecessa

ry.▪ Partner with QA and UAT teams to validate solutions meet requiremen

ts,including functional testing of Salesforce enhancemen

ts.
Integration & Data Manage

mentDocument integration requirements, data mappings, and transformation r

ulesto support middleware tools such as Mulesoft, Dell Boomi, or Informat

ica.
▪ Act as a liaison for integration initiatives between Salesforce and core insu

rancesystems such as Policy Administration Systems (PAS), Claims Manag

ementSystems (CMS), Underwriting Tools, Billing Systems, and external

dataprovi

ders.▪ Validate data flows, reconcile discrepancies, and ensure accurac

y andconsistency across integrated sys

tems.▪ Support large-scale data migration, cleansing, and enrichment initiatives

whilemaintaining compliance with insurance data regulat

ions.
Process Improvement & Optimiz

ation.▪ Ensure process optimization aligns with insurance regulations, comp

liancepolicies, and organizational gover

nance.▪ Identify opportunities to automate manual business processes using Sale

sforcedeclarative tools and integr

ations▪ Recommend best practices for workflow optimization, data governanc

e, andsystem

usage.▪ Assist in the evaluation of new Salesforce products or modules (CPQ,

FieldService Lightning, Marketing Cloud) to enhance business opera

tions.
Stakeholder Communication & T

rainingDevelop training materials, conduct workshops, and facilitate kn

owledgetransfer to business

users.▪ Serve as a primary point of contact for business stakeholders re

gardingSalesforce solutions, process improvements, and integration

updates▪ Maintain detailed documentation of processes, requirements, fun

ctionalspecifications, test cases, and post-implementation

guides.
Required Qualif

ications▪ 5+ years of Salesforce Business Analyst experience with exposure to

complexSalesforce envir

onments.▪ Strong insurance domain knowledge, including Policy Administration

, ClaimsManagement, Underwriting, and Regulatory Com

pliance.▪ Hands-on experience in Salesforce Sales Cloud, Service Cloud, an

d customobject deve

lopment.▪ Deep understanding of Salesforce integration strategies, APIs, middlew

are, anddata exchange with external

systems.▪ Expertise in creating detailed functional specifications, business

processdocumentation, and user

stories.▪ Experience in UAT management, testing coordination, and post-de

ployment

support.▪ Familiarity with declarative automation tools such as Salesfor

ce Flow,Validation Rules, and Process

Builder.▪ Knowledge of data governance, quality management, and co

mpliancerequirements specific to the insurance i

ndustry.
So

ft Skills▪ Exceptional analytical, problem-solving, and critical thinkin

g skills.▪ Excellent verbal and written communication skills; able to convey

technicalconcepts to non-technical stak

eholders.▪ Strong project management capabilities with the ability to handle

multipleinitiatives simult

aneously.▪ Collaborative mindset with a proactive approach to identifying and

resolvingbusiness and technical ch

allenges.▪ Attention to detail, precision in documentation, and high standards fo

r quality

delivery.
Preferred Cert

ifications▪ Salesforce Certified Administrator

(ADM 201)▪ Salesforce Certified Platform A

pp Builder▪ Salesforce Certified Sales Cloud Consultant or Service Cloud

Consultant▪ Business Analysis certifications such as CBAP

or PMI-PBA▪ Salesforce Integration Architecture or MuleSoft certifications

are a plus
Additional Desir

able Skills▪ Familiarity with Agile/Scrum methodology and experience worki

ng in Agiledeli

very teams.▪ Understanding of insurance regulatory standards (Solvency II, IF

RS17, localinsurance re

gulations).▪ Experience with CPQ, Marketing Cloud, or Field Service Lightning i

n insuranceimple

mentations.▪ Experience with data visualization tools like Tableau or Power BI f

• or busines