Salesforce Business Analyst

Summary

CrossCountry Consulting is an advisory firm providing accounting and risk, technology-enabled transformation, and transaction solutions. The Salesforce Business Analyst will serve as a client-facing partner, gathering and translating business requirements into Salesforce implementation deliverables while coordinating with technical and project teams. The role also supports integrations, project execution, and compliant AI-enabled solutions.

Responsibilities

• Partner with clients to understand business goals, document requirements, and translate them into clear user stories and functional specifications
• Facilitate and support discovery sessions, workshops, and stakeholder interviews to gather and validate business requirements
• Collaborate closely with Salesforce configurators, developers, and project managers to ensure requirements are accurately understood and delivered
• Analyze complex business processes and break them down into smaller, manageable, and actionable requirements across the full project lifecycle — from discovery through deployment
• Maintain and prioritize the product backlog, working with technical teams to refine user stories and define acceptance criteria
• Support system integrations by identifying business needs and facilitating collaboration between client stakeholders and technical teams
• Contribute to the development and delivery of client-facing deliverables, including process documentation, training materials, and status reports
• Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions to ensure smooth project execution
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Skills

• 3–5 years of experience in a Salesforce consulting firm or professional services environment, supporting Salesforce implementation projects in a Business Analyst role
• Solid understanding of the Salesforce platform, including core objects, the data model, and key product areas such as Sales Cloud, Service Cloud, and/or Experience Cloud — without the need for hands-on configuration expertise
• Experience facilitating requirements-gathering sessions and translating business needs into user stories, process flows, and functional documentation
• Familiarity with Agile/Scrum methodologies and project management practices
• The ability to work within a team environment, supported by strong communication and interpersonal skills
• Well-organized, results-driven, and the ability to work comfortably in a fast-paced consulting environment with multiple client engagements
• Excellent organizational, verbal, presentation/facilitation, and written communication skills
• Willingness to travel for client and team engagements as needed
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards
• Bachelor's degree or equivalent work experience
• Experience in a consulting or professional services environment is required
• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus but not required

Qualifications

Must Haves

• 3–5 years of experience in a Salesforce consulting firm or professional services environment, supporting Salesforce implementation projects in a Business Analyst role
• Solid understanding of the Salesforce platform, including core objects, the data model, and key product areas such as Sales Cloud, Service Cloud, and/or Experience Cloud — without the need for hands-on configuration expertise
• Experience facilitating requirements-gathering sessions and translating business needs into user stories, process flows, and functional documentation
• Familiarity with Agile/Scrum methodologies and project management practices
• The ability to work within a team environment, supported by strong communication and interpersonal skills
• Well-organized, results-driven, and the ability to work comfortably in a fast-paced consulting environment with multiple client engagements
• Excellent organizational, verbal, presentation/facilitation, and written communication skills
• Willingness to travel for client and team engagements as needed
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards
• Bachelor's degree or equivalent work experience
• Experience in a consulting or professional services environment is required

Nice to Haves

• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus but not required

Benefits

• Annual bonus
• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs
• Remote work arrangement
• Support from experienced leaders and a dedicated coach