Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.
Success Academy is seeking a highly motivated Salesforce Senior Business Analyst to lead the discovery, design, and delivery of Salesforce solutions that support marketing, lead management, enrollment, family engagement, and other mission-critical business processes. This role will collaborate closely with business stakeholders, product owners, and technical teams to identify opportunities, define requirements, and deliver scalable solutions that improve user experiences and business outcomes.
Position SummaryThe Salesforce Senior Business Analyst will play a critical role in driving the strategy, optimization, and delivery of Salesforce solutions that support marketing, lead capture, enrollment, and constituent engagement initiatives. This role is responsible for managing the full software development lifecycle, including backlog prioritization, requirements gathering and documentation, solution design, testing, release management, and ongoing production support for systems that enable prospect acquisition, nurturing, conversion, and enrollment.
Acting as a strategic partner between Marketing, Enrollment, Family Engagement, and Technology teams, the Salesforce Senior Business Analyst will translate business objectives into scalable Salesforce capabilities that improve lead generation, campaign effectiveness, conversion rates, and the overall user journey. The role requires strong analytical thinking, data-driven decision making, creative problem-solving, and exceptional communication skills to identify opportunities for process improvement and operational efficiency.
In addition to business analysis and solution delivery responsibilities, the Salesforce Senior Business Analyst will serve as a Salesforce platform steward, performing point-and-click administration, configuration, and optimization across Salesforce applications. This role will ensure that Salesforce capabilities effectively support lead management, marketing and recruitment campaigns, enrollment workflows, constituent engagement, reporting, and operational processes.
Key Duties & Responsibilities
- Partner with Marketing, Enrollment, Family Engagement, and other business stakeholders to understand strategic objectives, analyze business processes, and gather requirements for Salesforce initiatives and enhancements.
- Facilitate discovery sessions and collaborate with business users, managers, and technical teams to define project scope, establish priorities, and manage product and feature backlogs aligned with organizational goals.
- Translate business needs into detailed functional requirements, user stories, acceptance criteria, process flows, wireframes, and other documentation necessary to support solution design and development.
- Analyze and document current-state and future-state business processes, identifying opportunities to streamline workflows, improve data quality, and enhance the constituent experience across the lead-to-enrollment lifecycle.
- Collaborate with Salesforce Administrators, Developers, and Solution Architects to design, configure, and implement scalable Salesforce solutions, including point-and-click administration, automation, reporting, dashboards, and user experience enhancements.
- Serve as a subject matter expert for Salesforce capabilities and best practices, providing recommendations that balance business value, user needs, scalability, and system maintainability.
- Lead and support quality assurance activities, including test planning, test case development, User Acceptance Testing (UAT), defect management, and validation of delivered solutions against business requirements.
- Develop training materials, facilitate user training sessions, and provide ongoing support to ensure successful adoption of new processes, features, and technologies.
- Monitor system performance, gather user feedback, and identify opportunities for continuous improvement across Salesforce and related business applications.
- Manage small to mid-sized projects from initiation through deployment, coordinating cross-functional stakeholders, tracking risks and dependencies, and ensuring projects are delivered on time and within scope.
- Partner with leadership to leverage data, reporting, and analytics to measure business outcomes, optimize marketing and enrollment performance, and support strategic decision-making.
- Deep knowledge of the Salesforce platform, including Experience Cloud, Service Cloud, Agentforce, Data 360, Einstein and related ecosystem applications. Ability to evaluate the impact of business requirements across Salesforce and connected upstream and downstream systems, integrations, processes, and data flows.
- Strong business analysis expertise with demonstrated experience eliciting, analyzing, documenting, and validating business requirements. Proven ability to translate complex business needs into scalable, user-centered technical solutions.
- Experience analyzing and optimizing business processes, particularly those related to customer engagement, lead management, enrollment, service delivery, or constituent lifecycle management.
- Strong documentation skills, including experience creating business requirements, functional specifications, user stories, acceptance criteria, process maps, workflow diagrams, and training materials.
- Knowledge of data management principles, including data migration, data quality, data governance, reporting, and analytics within Salesforce environments.
- Experience supporting Agile delivery teams, including backlog management, sprint planning, requirements refinement, testing, and release activities. Familiarity with project management and collaboration tools such as Jira, Confluence, or similar platforms.
Required Experience
- 4+ years of Business Analyst experience supporting CRM platforms, enterprise applications, or digital transformation initiatives.
- Experience working in a business-to-consumer (B2C) environment, supporting marketing, lead generation, enrollment, customer acquisition, service, or engagement processes for external audiences such as families, customers, or constituents.
- Proven track record leveraging CRM platforms and digital experiences to improve lead conversion, engagement, retention, and overall user experience.
- Experience partnering with Product, Design, Marketing, or User Experience teams to optimize customer journeys, improve conversion rates, and increase adoption of consumer-facing products and services.
- Working knowledge of Agile and Scrum methodologies, including experience participating in sprint planning, backlog refinement, requirements grooming, and iterative software delivery.
- Salesforce certifications such as Salesforce Certified Administrator, Salesforce Business Analyst, or other relevant Salesforce credentials.
- Experience in K-12 education, higher education, admissions, enrollment, nonprofit, or mission-driven organizations is a plus.
- Salesforce Administrator
- Salesforce Business Analyst Certification
- Salesforce Platform App Builder
- Jira, Confluence, Cursor, Monday.com (for project & product management)
- Lucidchart, Miro, Figma (for process mapping)
Exact compensation may vary based on skills and experience. This position is not bonus eligible.
Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.
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We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.
Success Academy Charter Schools does not offer employment-based immigration sponsorship.
Skills Required
- Deep knowledge of the Salesforce platform, including Experience Cloud, Service Cloud, Agentforce, Data 360, and Einstein
- 4+ years Business Analyst experience supporting CRM platforms, enterprise applications, or digital transformation initiatives
- Experience working in a B2C environment supporting marketing, lead generation, enrollment, customer acquisition, or engagement processes
- Proven ability to translate complex business needs into scalable, user-centered technical solutions (business analysis expertise)
- Experience analyzing and optimizing business processes, especially lead-to-enrollment or constituent lifecycle workflows
- Strong documentation skills: business requirements, functional specs, user stories, acceptance criteria, process maps, workflow diagrams, training materials
- Knowledge of data management principles, including data migration, data quality, data governance, reporting, and analytics within Salesforce environments
- Experience supporting Agile delivery teams: backlog management, sprint planning, requirements refinement, testing, and release activities
- Familiarity with project and collaboration tools such as Jira and Confluence
- Salesforce certifications such as Salesforce Certified Administrator, Salesforce Business Analyst, or other relevant Salesforce credentials
- Experience performing point-and-click administration, configuration, and optimization across Salesforce applications
- Experience in K-12 education, higher education, admissions, enrollment, nonprofit, or mission-driven organizations
- Familiarity with additional tools commonly used (Cursor, Monday.com, Lucidchart, Miro, Figma)
What We Do
Since 2006, Success Academy has tackled educational inequities head-on by providing exceptional public education for 20,000 K-12 students in New York City. Our network of over 50 free public charter schools is looking for diverse, ambitious, talented people like you to join our team! Starting on your first day, you’ll receive world-class training and mentorship while working in a collaborative environment with passionate colleagues. As part of the Success Academy team, you will have ample growth opportunities within our network — including leadership roles. Success Academy is seeking candidates from all majors and backgrounds. All interviews are virtual, and a degree in Education is not required to teach. If you graduated or will be graduating with a bachelor's degree between Dec 2023 and Dec 2024, we encourage you to apply! We encourage you to look at our current openings and consider applying.
