Business Analyst - Salesforce

Summary

Anderson Business Advisors is an asset protection and tax planning firm seeking a Business Analyst to help the organization leverage Salesforce at scale. The role translates complex business needs into scalable Salesforce solutions, defines requirements, maintains backlogs, and coordinates initiatives from intake through launch while collaborating with users, engineering, QA, training, and documentation teams.

Responsibilities

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements
• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Proactively recommend Salesforce-native or simplified solutions where appropriate
• Identify edge cases, dependencies, data impacts, and downstream process implications early
• Build, maintain, and refine high-quality backlogs for Salesforce and related platforms (e.g., client portals)
• Decompose Epics into logically sequenced, sprint-ready user stories
• Ensure work entering engineering is stable, prioritized, and clearly understood
• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Coordinate across Salesforce users, engineers, QA, training, and documentation resources
• Surface risks, ambiguity, and trade-offs early and transparently
• Drive delivery discipline without compromising requirement clarity or solution quality
• Independently own ambiguous, cross-functional Salesforce initiatives
• Challenge senior stakeholders constructively without escalation
• Mentor less-experienced analysts through example and feedback
• Identify systemic issues in Salesforce usage and recommend improvements

Skills

• * 3 - 6+ years experience as a Business Analyst or similar role
• * Demonstrated experience working directly with business users to define system requirements
• * Experience supporting software delivery teams in Agile environments
• * Strong written and verbal communication skills
• * Experience with Jira, Confluence, or similar tools
• * Bachelor's degree or equivalent professional experience
• * Hands-on experience working with Salesforce implementations or enhancements
• * Ability to translate business workflows into Salesforce-aligned requirements
• * Experience working in enterprise or services-based organizations

Qualifications

Must Haves

• * 3 - 6+ years experience as a Business Analyst or similar role
• * Demonstrated experience working directly with business users to define system requirements
• * Experience supporting software delivery teams in Agile environments
• * Strong written and verbal communication skills
• * Experience with Jira, Confluence, or similar tools
• * Bachelor's degree or equivalent professional experience

Nice to Haves

• * Hands-on experience working with Salesforce implementations or enhancements
• * Ability to translate business workflows into Salesforce-aligned requirements
• * Experience working in enterprise or services-based organizations

Benefits

• Ongoing training and professional development
• Internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
• A hybrid work schedule, balancing remote and in-office work.
• A robust onboarding program that equips you with in-depth knowledge about the organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• A 401(k) matching program
• Generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• A $35 monthly gym membership subsidy