Salesforce Bsuiness Analyst
Are you energized by turning business needs into clear requirements, smart Salesforce solutions, and better user experiences? This role is a great fit for someone who enjoys connecting the dots between clients, technical teams, and business processes while helping bring enterprise cloud solutions to life.
About the Role
As a Salesforce Business Analyst, you will be part of a team responsible for delivering enterprise cloud technology solutions. Our Salesforce Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, Salesforce configuration, testing, training, and post-deployment support. As a Salesforce Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skillset.
We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.
Who we are
FormativGroup is a PE-backed Salesforce consulting and implementation partner helping organizations transform how they work through strategy, solution design, implementation, and ongoing platform support.
We partner with clients to deliver scalable cloud technology solutions that align business needs, technical architecture, and long-term growth. Our teams bring together Salesforce expertise, delivery discipline, and a collaborative approach to help clients move from vision to execution.
What you do
- Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements
- Synthesize requirements to create clear and comprehensive user stories and solution design documentation
- Perform fit-gap analysis between Salesforce functionality and client requirements
- Design elegant, innovative Salesforce solutions involving the configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
- Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
- Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
- Develop training curriculum and deliver training sessions to the solution’s end users
- Work with Delivery Director to manage a project to scope, budget, and timeline expectations
What you bring
- 5+ years of Salesforce administration or consulting experience, with background in project coordination, business analysis, or project management
- Salesforce Administrator certification required (Business Analyst certification preferred).
- Experience defining business processes, writing user stories, and gathering Salesforce requirements across multiple stakeholders and workstreams.
- Proven ability to support Salesforce deployments including data migrations, third-party integrations, and configuration across B2B, B2C, and hybrid models.
- Strong analytical skills with experience in data analysis, reporting, and presenting insights clearly and accurately.
- Skilled in Google Workspace, Salesforce products, and identifying/automating manual processes to improve efficiency.
- Strong communication and teamwork skills, with the ability to collaborate, influence, and mentor junior team members.
- Demonstrated ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail.
- Adaptable, continuous learner with experience contributing to successful projects involving multiple stakeholders, dependencies, and evolving needs.
Location and Work Authorization
- This is a remote role with potential periodic client travel. Applicants must be authorized to work for any employer in the United States.
- FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.
- Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.
We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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Skills Required
- 5+ years of Salesforce administration or consulting experience
- Background in project coordination, business analysis, or project management
- Salesforce Administrator certification
- Salesforce Business Analyst certification
- Experience defining business processes, writing user stories, and gathering Salesforce requirements across multiple stakeholders and workstreams
- Experience supporting Salesforce deployments, including data migrations, third-party integrations, and configuration across B2B, B2C, and hybrid models
- Strong analytical skills, including data analysis, reporting, and presenting insights clearly and accurately
- Proficiency with Google Workspace and Salesforce products
- Experience identifying and automating manual processes to improve efficiency
- Strong communication and teamwork skills, including the ability to collaborate, influence, and mentor junior team members
- Ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail
- Adaptability, continuous learning, and experience contributing to projects with multiple stakeholders, dependencies, and evolving needs
- Authorization to work for any employer in the United States
- Residence in an approved U.S. state or Washington, DC
What We Do
Modern organizations depend on business systems that work in concert. FormativGroup enables our clients by connecting their processes and workflows, applications, and layers of data in ways that reflect how the business needs to operate. We help organizations knock down technology barriers, integrate workflows, and design connected data ecosystems, so information is available where and when they need it most. We are industry-centric consultants with expertise in design AND execution, working across your ecosystem to future-proof your business environment. See how you can transform possibility into progress with FormativGroup.
