

The Senior Salesforce Techno‑Functional Business Analyst is a hands‑on delivery role responsible for functional ownership, configuration support, data analysis, and testing across Salesforce initiatives. This role partners closely with Marketing, Sales, IT, and Compliance to deliver scalable, data‑driven CRM and Marketing Cloud solutions.
Primary focus includes Lead & Contact Data Strategy and website lead process optimization, with ongoing support across broader Salesforce programs.
Business & Functional Ownership
Lead end‑to‑end business analysis from discovery through UAT and rollout
Translate GTM, Sales, and Marketing requirements into user stories, acceptance criteria, and functional designs
Act as the primary bridge between business stakeholders and technical teams
Define the current state and future state process
Salesforce Techno‑Functional Support
Perform hands‑on Salesforce configuration as needed:
Page layouts, record types, validation rules, required fields
Picklist standardization and assignment logic
Functional Flow support (non‑Apex)
Review and validate developer‑built solutions against business intent
Lead & Contact Data Strategy
Own functional and data analysis for Leads, Contacts, Accounts, and Opportunities
Define data quality standards (accuracy, completeness, uniqueness, consistency)
Support duplicate analysis, data cleansing, normalization, and post‑cleanse validation
Embed governance, ownership, and privacy (GDPR) requirements into solutions
Data Analysis & Reporting
Perform hands‑on data analysis using Salesforce Reports/Dashboards and Excel
Analyze data quality gaps, duplicate trends, and lead conversion metrics
Define and track KPIs for lead , contact data quality and GTM effectiveness
Lead Process & Website Integration
Define and validate end‑to‑end website lead intake and routing
Support AI‑driven semantic routing use cases
Configure and test lead assignment rules and SLAs
Testing & UAT
Create test scenarios and test data
Lead and support UAT execution, defect triage, and re‑testing
Ensure solutions meet business, data, and compliance requirements before release
Experience working on data strategy and initiatives is a must have.
Senior‑level experience as a Salesforce Business Analyst with techno‑functional responsibilities
Strong hands‑on experience with Sales Cloud; working knowledge of Marketing Cloud is nice to have
Experience with Salesforce configuration, reports/dashboards, and Data Loader
Strong understanding of CRM data models, data quality, and governance
Experience supporting testing and UAT in enterprise environments
Excellent stakeholder communication and documentation skills
Experience with data enrichment tools (e.g., Introhive, Equilar)
Salesforce certifications (Admin / BA )
Business & Functional Ownership
Lead end‑to‑end business analysis from discovery through UAT and rollout
Translate GTM, Sales, and Marketing requirements into user stories, acceptance criteria, and functional designs
Act as the primary bridge between business stakeholders and technical teams
Define the current state and future state process
Salesforce Techno‑Functional Support
Perform hands‑on Salesforce configuration as needed:
Page layouts, record types, validation rules, required fields
Picklist standardization and assignment logic
Functional Flow support (non‑Apex)
Review and validate developer‑built solutions against business intent
Lead & Contact Data Strategy
Own functional and data analysis for Leads, Contacts, Accounts, and Opportunities
Define data quality standards (accuracy, completeness, uniqueness, consistency)
Support duplicate analysis, data cleansing, normalization, and post‑cleanse validation
Embed governance, ownership, and privacy (GDPR) requirements into solutions
Data Analysis & Reporting
Perform hands‑on data analysis using Salesforce Reports/Dashboards and Excel
Analyze data quality gaps, duplicate trends, and lead conversion metrics
Define and track KPIs for lead , contact data quality and GTM effectiveness
Lead Process & Website Integration
Define and validate end‑to‑end website lead intake and routing
Support AI‑driven semantic routing use cases
Configure and test lead assignment rules and SLAs
Testing & UAT
Create test scenarios and test data
Lead and support UAT execution, defect triage, and re‑testing
Ensure solutions meet business, data, and compliance requirements before release
Experience working on data strategy and initiatives is a must have.
Senior‑level experience as a Salesforce Business Analyst with techno‑functional responsibilities
Strong hands‑on experience with Sales Cloud; working knowledge of Marketing Cloud is nice to have
Experience with Salesforce configuration, reports/dashboards, and Data Loader
Strong understanding of CRM data models, data quality, and governance
Experience supporting testing and UAT in enterprise environments
Excellent stakeholder communication and documentation skills
Experience with data enrichment tools (e.g., Introhive, Equilar)
Salesforce certifications (Admin / BA )