Business Analyst - Salesforce
Summary
Salesforce Business Analyst owning discovery for a rebuild of a data center operator's legacy Salesforce quote-to-cash org: documenting AS-IS processes, writing requirements, data mappings, and integration specs, then staying through gap analysis, UAT, and go-live. Key stack: Salesforce CPQ/Revenue Cloud, Oracle Fusion, ServiceNow.
Requirements
- 6+ years overall Business Analyst experience
- 2-4 years as a Business Analyst in Salesforce implementations, including at least one full discovery/requirements cycle
- Strong CRM domain knowledge: leads, opportunities, quotes, orders, cases - and how quote-to-cash flows across systems
- Working knowledge of CPQ / Revenue Cloud concepts (configuration, pricing rules, quote-to-order, contracts), you don't need to configure it, you need to question it
- Excellent discovery facilitation: interviewing sales ops, revenue, delivery, and finance stakeholders, and translating their answers into clear requirements
- Confident process mapping (AS-IS / TO-BE), gap analysis, and requirements documentation (BRD/FRD)
- Data mapping experience for migration scoping: field-level mapping between legacy and target, identifying what to migrate, transform, or retire
- Able to write integration requirements at a business level: what flows, in what direction, between Salesforce, Oracle Fusion, ServiceNow, and the operations platform
- UAT planning and execution experience
- Structured communication, your documentation will be read by architects, developers, and client stakeholders
- Salesforce Certified Administrator or equivalent foundation
- Lead discovery workshops across the client's quote-to-cash functions: sales, revenue ops, contracts, delivery, finance
- Document AS-IS processes end-to-end (quoting → contracts → order conversion → delivery oversight → revenue control)
- Identify process gaps and inefficiencies; feed the TO-BE design together with the Solution Architect
- Own requirements documentation: functional requirements, acceptance criteria, prioritization
- Build data mappings for the migration (object/field level) and flag data quality issues early
- Define integration requirements at business level (source of truth per entity, flows, exception handling)
- Plan and execute UAT: test strategy, test cases, defect triage
- Support the licensing and scope decisions with concrete usage data (who uses which part of the org)
- Act as the BA interface between the client, REW delivery, and the partner
- Direct exposure to CPQ configuration or a Revenue Cloud implementation
- Data center, infrastructure, or B2B professional services industry background
- Oracle ERP / Fusion business process familiarity
- ServiceNow domain knowledge
- Experience on a legacy-system rebuild or migration (as opposed to greenfield)
- Remote, Europe based; overlap with US CET business hours
- Discovery phase: 4-8 weeks from start, with an extension into build and UAT
- Must be able to start within 1–2 weeks
- Long-term engagement potential tied to the client's multi-year modernization program
- Intro Call
- Technical Interview
- Manager Interview
- Client Technical \ Manager Interview
- Pre-offer Stage + Reference Check, if requested
- Official Offer