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Job Summary - Salesforce BSA Marketing
We are looking for a high-performing Salesforce Business Analyst to bridge the gap between Marketing/Sales stakeholders and our technical delivery teams. You will lead the discovery and documentation of complex Salesforce enhancements, with a heavy focus on optimizing the Lead-to-Opportunity (L2O) funnel.
The ideal candidate produces documentation—User Stories, Process Maps, and UAT plans—that drive consistent execution across internal teams and global consultant partners.
Core Responsibilities
1. Marketing-to-Sales Process Design (L2O)
Lead Flow Optimization: Define requirements for lead intake, scoring, and automated routing to ensure a seamless transition from Marketing to Sales.
Conversion Mapping: Document the functional logic for converting Leads to Accounts, Contacts, and Opportunities, including custom field mapping and validation rules.
Campaign Attribution: Partner with Marketing to ensure Salesforce architecture supports accurate ROI tracking and campaign influence reporting.
2. Requirements Leadership & Documentation
Discovery: Lead workshops to capture business pain points and translate them into Epics and User Stories with rigorous Acceptance Criteria.
Process Mapping: Use Lucidchart to build As-Is and To-Be flows to identify bottlenecks in the sales motion.
Delivery Artifacts: Own the Business Design Documents (BDDs) and ensure a clear Definition of Ready before developers begin a sprint.
3. Functional Support & Collaboration
Technical Liaison: Partner with Salesforce Architects to validate that technical designs (Flows, Apex, Integrations) meet the original business intent.
Agile Execution: Active participation in Sprint Planning, Backlog Refinement, and Retrospectives.
4. Testing & Adoption
UAT Leadership: Create end-to-end test scenarios, coordinate business sign-off, and manage defect triage.
Required Qualifications:
Experience: 5+ years as a Business Analyst, with 3+ years dedicated to the Salesforce ecosystem.
Domain Expertise: Proven experience in Marketing Operations or Sales Ops, specifically managing lead-to-appointment or lead-to-opportunity workflows.
(Specially- Marketo)
Tools: Expert level in Jira, Confluence, and Lucidchart.
Certifications: Salesforce Certified Business Analyst or Administrator is required. Sales Cloud Consultant is a plus.
Communication: Exceptional English verbal and written skills; ability to influence stakeholders in the US (PST) and India (IST).
Agile Fluency: Deep understanding of Scrum methodologies and the ability to manage a groomed backlog.
Job ID: 146184861