Salesforce Business Analyst

About Our Client

Our client is a forward-thinking payments platform tailored specifically for businesses, enabling seamless processing of bills, payroll and supplier payments—all while integrating with tools like Xero and offering unlimited rewards on every transaction. With enterprise-grade security, flexible payment methods and a strong rewards program, they empower organisations to optimise cash flow, simplify operations and make every dollar work harder.

About Teamified

Teamified is a talent partner helping companies build exceptional remote teams across IT, software, product, and digital innovation. We collaborate with leading enterprises and fast-scaling tech businesses worldwide to help them access world class talent and accelerate growth. With operations across the globe our mission is to make building high performing global teams simple, fast, and cost-effective. Teamified has hundreds of clients with more than 200 engineers, testers, product managers, designers, and technology experts delivering impactful solutions every day

About the Role

We are seeking a Salesforce Business Analyst to own intake management, problem definition, and requirements clarity for all Salesforce-related work across the business. This role sits within the Product organisation and reports directly to the Salesforce Platform Lead. The Business Analyst acts as the front door to Salesforce demand, working closely with the Head of RevOps & Systems and the Product Owner to ensure incoming requests are clearly defined, appropriately shaped, and ready for prioritisation. The Salesforce Business Analyst is not a ticket taker or a project coordinator. Their role is to improve the quality of demand, reduce delivery thrash, and ensure Salesforce evolves in a controlled and scalable way. Salesforce is treated as a shared organisational platform, not a team-specific system.

Key Responsibilities

Intake Management & Demand Qualification 

Own the end-to-end Salesforce intake process across all teams including Revenue, Marketing, Partnerships, Support, Finance, Product and Operations 

Act as the primary point of contact for Salesforce requests, enhancements, and ideas 

all incoming requests are clearly defined in terms of: 

• The business problem being solved 
• The outcome or behaviour change required 
• Who is impacted and how 
• Urgency, timing, and known constraints 

Challenge solution-led or poorly framed requests and rework them into clear, problem-oriented demand

Partner with the Salesforce Platform Lead to: 

• Assess complexity and dependencies at a high level 
• Ensure intake quality supports capacity and sequencing discussions 

Maintain a clean, transparent intake backlog that accurately represents Salesforce demand 

Requirements Definition & Analysis 

Translate validated business problems into clear, structured requirements suitable for Salesforce delivery 

Work closely with the Product Owner to ensure requirements are: 

• Appropriately scoped 
• Sequencing-ready 
• Aligned to delivery capacity 

Partner with the Salesforce Platform Lead to ensure requirements align with: 

• Platform standards and architectural patterns 
• Data model and integration considerations 

Long-term platform health Produce and maintain artefacts such as:

• Business and functional requirements 
• Process flows and journey maps 
• User stories and acceptance criteria 
• Assumptions, risks, and edge cases 

Ensure requirements consider end-to-end impacts across data, automation, reporting, and user experience 

Stakeholder Alignment & Expectation Management 

Act as the primary Salesforce requirements interface for business stakeholders 

Work closely with the Head of RevOps & Systems to ensure business priorities and intent are accurately represented 

Ensure stakeholders understand: 

• What is in scope and out of scope 
• Trade-offs and sequencing implications 
• How their request fits into broader platform priorities 

Reduce delivery friction by resolving ambiguity early 

Delivery Support & Business Validation 

Support the Product Owner during planning by providing: 

• Clear problem context 
• Well-defined requirements 
• Business rationale and urgency 

Remain engaged through delivery to: 

• Clarify requirements 
• Support UAT and business validation 
• Confirm outcomes align with original intent

 Help ensure delivered solutions are understood and adopted by the business 

Documentation & Operating Discipline 

• Maintain high-quality documentation in Confluence and Jira 
• Ensure intake decisions, requirements, and assumptions are recorded and discoverable 
• Continuously improve the Salesforce intake and analysis operating model 

Clarification of Responsibilities

 The Salesforce Business Analyst:

• Owns Salesforce intake quality and requirements clarity 
• Shapes demand into prioritisation-ready work 
• Supports effective planning through strong inputs 

The Salesforce Business Analyst does not: 

• Set business or delivery priorities 
• Approve or reject work requests 
• Manage sprint backlogs or delivery tasks 
• Make architectural decisions independently 
• Act as a general Salesforce administrator 

What We’re Looking For 

Experience 

• Strong experience as a Business Analyst working on Salesforce platforms 
• Comfort operating in a lean Product and RevOps environment 
• Experience working closely with platform leads, product owners, and senior stakeholders 
• Strong understanding of Salesforce data models and CRM processes 
• Revenue Operations or Systems experience is highly advantageous 

Core Capabilities 

• Excellent problem-framing and analytical skills 
• Clear, structured written communication 
• Confidence to challenge stakeholders constructively 
• Ability to bring clarity to ambiguity 
• Strong organisational and prioritisation mindset 

Why This Role Exists 

This role exists to:

•  Improve the quality of Salesforce demand entering delivery 
• Create a consistent front door for Salesforce requests 
• Reduce rework and delivery thrash Support better prioritisation and capacity decisions 
• Protect delivery teams through clarity and discipline 

Reporting Line & Key Relationships Reports to: Salesforce Platform Lead 

Works closely with:

• Salesforce Platform Lead 
• Head of RevOps & Systems 
• Product Owner 
• Revenue, Marketing, Partnerships, Support, Finance, Product and Operations teams 
• Salesforce delivery partners

Benefits:

• Flexibility in work hours and location, with a focus on managing energy rather than time.
• Access to online learning platforms and a budget for professional development
• A collaborative, no-silos environment, encouraging learning and growth across teams
• A dynamic social culture with team lunches, social events, and opportunities for creative input
• HMO
• Leave Benefits
• 13th Month Pay

If you have the skills and are eager to contribute to our team’s success, we encourage you to apply for this exciting opportunity. Apply now!