Job Summary
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
- 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.
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.
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.
Testing & Adoption
- UAT Leadership : Create end-to-end test scenarios, coordinate business sign-off, and manage defect triage.
Required Qualifications
- Experience : 7+ 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.
- 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..
(ref:hirist.tech)
