Salesforce Business Analyst

Salesforce Business Analyst

Job Description

Position

SFDC BA / Product manager

3 Days work mode in a week- Palo Alto, CA

Key Responsibilities

• Lead end-to-end Salesforce project lifecycle, including planning, execution, monitoring, and closure.
• Collaborate with business stakeholders to define project scope, requirements, timelines, and deliverables.
• Coordinate with Salesforce admins, developers, architects, and third-party vendors to ensure seamless execution.
• Develop and maintain detailed project plans, including resource allocation, budgets, risks, and issue tracking.
• Facilitate Agile ceremonies (daily stand-ups, sprint planning, retrospectives) and ensure adherence to project methodology.
• Manage change requests, ensuring impact analysis and approvals are properly handled.
• Ensure compliance with Salesforce best practices, governance, and security standards.
• Provide regular status updates and executive-level reporting on project progress, risks, and dependencies.
• Drive user adoption by supporting training, change management, and stakeholder communications.
• Act as the escalation point for project-related issues and work to resolve them quickly.
• Support post-go-live hypercare, triage production defects, and manage enhancement requests within a structured release management cycle."
• Deep functional understanding of mid-term contract amendments, including add-ons, upsells, downgrades, early renewals, cancellations, and co-terming logic
• Partner with Sales Ops, Customer Success, and Finance to define key SaaS/recurring revenue metrics (e.g., ARR/MRR, Churn, Net Revenue Retention (NRR), and Renewal Rates) and reflect them in system reporting.

Required Qualifications

• Bachelor's degree in Computer Science, Business, Information Systems, or related field (MBA preferred).
• 10+ years of project management experience, with at least 5 years managing Salesforce projects.
• Strong understanding of Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, CPQ, etc.).
• Experience with Agile and Waterfall methodologies; Scrum Master or PMP certification is a plus.
• Salesforce certifications (Administrator, Platform App Builder, or Project Manager/Consultant credentials preferred).
• Excellent stakeholder management, communication, and presentation skills.
• Strong problem-solving skills with the ability to manage competing priorities in a fast-paced environment.

Preferred Skills

• Experience with tools such as JIRA, Asana, or MS Project for project tracking.
• Familiarity with Salesforce integration tools ( Netsuite).
• Exposure to release management and DevOps tools (Copado).
• Ability to manage vendor relationships and contracts.