Sr. Salesforce Analyst
Role details
Job location
Tech stack
Job description
TAIT is seeking a Salesforce Analyst to act as a key intermediary between business stakeholders and
technical delivery teams. This role is responsible for translating business needs into clear, actionable
requirements that support Salesforce configuration, enhancements, and integrations, as well as downstream analytics and reporting in Power BI.
The Salesforce Analyst will work across multiple business functions to define scope, manage demand, support solution delivery, and ensure that Salesforce workflows, configuration, and reporting solutions meet business requirements and quality standards. Key Responsibilities
Essential Responsibilities
- Partner with business stakeholders to gather, analyze, and document business, functional, and reporting requirements related to Salesforce
- Facilitate workshops and discovery sessions to understand business processes, pain points, data needs, and desired outcomesTranslate business needs into:
- Functional requirements
- User stories and acceptance criteria
- Process flows and data definitions
- Clearly define scope, assumptions, dependencies, and success criteria for Salesforce initiatives and enhancements
- Maintain comprehensive and up-to-date requirements documentation aligned with Salesforce standards and TAIT governance practices
- Salesforce Build & Run Support
- Prepare detailed hand-off documentation for Salesforce build and run teams, including:
- Configuration requirements (objects, fields, validation rules, flows, page layouts, permissions)
- Workflow and automation logic (Flows, approvals, triggers where applicable)
- Data model impacts and field-level details
- Collaborate with Salesforce Administrators, Developers, and Architects to ensure requirements are understood and feasible
- Support release planning by clarifying requirements, priorities, and dependencies
- Test and validate Salesforce configuration, workflows, and automation against defined acceptance criteria
- Support user acceptance testing (UAT), defect triage, and issue resolution
Analytics & Power BI Enablement
- Act as the primary liaison between business teams and Power BI developers for Salesforce-based analytics
- Produce clear technical hand-off documentation for analytics teams, including:
- Data sources, objects, and field mappings
- Business logic, calculations, and KPIs
- Filtering, security, and data refresh requirements
- Validate Power BI datasets, dashboards, and reports to ensure accuracy, completeness, and alignment with business expectations
- Ensure consistency between Salesforce configuration and downstream analytics outputs
Demand & Prioritization Management
- Intake and assess Salesforce-related requests from multiple business teams
- Support prioritization of requests based on business value, urgency, effort, and platform impact
- Maintain visibility into the Salesforce backlog, request status, and delivery timeline
- Communicate priorities, progress, blockers, and risks to stakeholders and leadershipData Quality & Governance
- Develop and maintain a strong understanding of TAIT's Salesforce data model and reporting architecture
- Identify data quality issues, gaps, or inconsistencies impacting workflows or reporting
- Work with platform and business teams to resolve data-related issues and improve data governanceMinimum Qualifications
- High School GED or Diploma
Requirements
- 7+ years of experience in a Salesforce Analyst, Business Analyst, or similar role
- Strong experience documenting business and functional requirements for Salesforce platforms
- Hands-on knowledge of Salesforce configuration concepts (objects, fields, flows, validation rules, reports, dashboards)
- Experience supporting analytics or BI tools, preferably Power BI
- Strong understanding of business processes, data structures, and KPIs
- Excellent written and verbal communication skills, with the ability to bridge business and technical teams, * Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, Platform App Builder)
- Experience working in complex, multi-functional or global organizations
- Familiarity with Agile, Scrum, or hybrid delivery methodologies
- Experience supporting Sales Cloud, Service Cloud, CPQ, or Professional Services use cases
Core Competencies
- Requirements elicitation and documentation
- Salesforce functional analysis
- Workflow and configuration validation
- Analytics and reporting enablement
- Prioritization and demand management
- Stakeholder communication and facilitation
- Attention to detail and data accuracy
Benefits & conditions
Competitive medical, dental, and vision insurance plans
Health Savings Account (HSA) with employer contributions (HDHP plans)
Flexible Spending Accounts (Medical & Dependent Care)
Employer-paid life insurance with optional supplemental coverage
Employer-paid Short-term with optional long-term disability insurance
401(k) retirement plan with company match
Paid parental leave
Employee Assistance Program (EAP)
Wellness stipends
Voluntary benefits (e.g., accident, critical illness)
Paid vacation and 12 holidays
The company is committed to providing reasonable accommodation for individuals with physical limitations or disabilities. If there are specific physical needs related to lifting, walking, or any other task, candidates are encouraged to discuss their requirements during the hiring process. The organization will make every effort to accommodate these needs to ensure equal opportunities for all employees.
#LI- ML1
Pay Range $100k-$130k