Business Systems Analyst - Salesforce
Core
Liaison between business stakeholders and IT to elicit, analyze, and document requirements for Salesforce enterprise projects, including AI-enabled features and custom workflows.
Role type
Senior Business Systems Analyst (Salesforce)
Builds
Salesforce configurations, AI use cases (Agentforce, Einstein), and analytics dashboards for insurance clients
Domain
Insurance technology / CRM / Generative AI
Required skills
Salesforce Sales/Service Cloud, requirements elicitation, process modeling, gap analysis, Tableau, stakeholder management
Preferred skills
Salesforce certifications, Insurance industry experience, AI/Agentforce expertise, Prompt Builder
Technologies
Salesforce, Tableau, Agentforce, Einstein, Prompt Builder, Data Cloud
Responsibilities
Facilitate discussions to define business needs; define As-Is/To-Be scenarios; perform gap analysis; configure Salesforce; partner on AI use case discovery; build analytics dashboards; track project progress and risks
Seniority
Senior, hands-on IC
