About the role
Location: Mexico
Hiring Mode: FTE
Work Mode: Remote
Job Summary
We are looking for an experienced Salesforce Business Analyst with 3–5 years of solid experience in business analysis and Salesforce implementations. The ideal candidate will have strong experience with Sales Cloud, Service Cloud, and Salesforce CPQ (SteelBrick), along with excellent requirements management, stakeholder facilitation, and Agile/Scrum experience.
The candidate will work closely with business stakeholders, developers, QA teams, and Scrum teams to define, document, prioritize, and manage requirements throughout the software development lifecycle.
Key Responsibilities
- Lead requirements elicitation, clarification, documentation, and ongoing requirements management.
- Identify business needs and translate them into clear, actionable functional requirements.
- Maintain and keep requirements up to date throughout the development lifecycle.
- Manage and maintain the product roadmap, including tracking cross-team dependencies.
- Support backlog management, prioritization, and refinement.
- Support release management, including release scope definition, additional instructions, and status tracking.
- Work closely with developers to clarify requirements, expected outcomes, defects, business scenarios, and end-user use cases.
- Support QA teams by clarifying requirements, System Test Requirements (STRs), business cases, and complex scenarios.
- Perform gap analysis between high-level and low-level requirements.
- Conduct root cause and gap analysis to identify business and process improvements.
- Facilitate Agile/Scrum ceremonies and organizational meetings, including acting as a Scrum Master substitute when required.
- Support implementation of process changes, new initiatives, and organizational activities.
- Prepare and maintain Sprint and Release reports, including Start/Mid-Sprint reporting, release scope, progress, and status.
- Coordinate with cross-functional teams to ensure requirements, dependencies, and deliverables remain aligned.
- Act as a bridge between business stakeholders, development, QA, and other technical teams.
- 3–5 years of solid experience as a Salesforce Business Analyst.
- Experience with Salesforce implementations, preferably across:
- Sales Cloud
- Service Cloud
- Salesforce CPQ / SteelBrick
- Strong knowledge of Business Analysis techniques and practices.
- Strong requirements elicitation, analysis, documentation, and management skills.
- Excellent facilitation and ownership skills.
- Experience working with Agile methodologies and Scrum.
- Hands-on experience with Jira and Confluence.
- Understanding of the Software Development Life Cycle (SDLC) and software development methodologies.
- Experience with requirements management tools and processes.
- Strong experience performing gap analysis and root cause analysis.
- Ability to work effectively with business stakeholders, developers, QA, and cross-functional teams.
- Strong written and verbal communication skills.
- Fluent English with excellent comprehension and communication skills.
- Experience in the finance software domain.
- Experience working with or supporting AI feature development/implementation.
- Experience serving as a Scrum Master or Scrum Master backup.
- Experience working on complex Salesforce transformation or implementation initiatives.
Salesforce | Sales Cloud | Service Cloud | Salesforce CPQ | SteelBrick | Business Analysis | Requirements Management | Requirements Elicitation | Gap Analysis | Root Cause Analysis | Agile | Scrum | Jira | Confluence | SDLC | Backlog Management | Roadmap Management | Release Management | QA Support | Stakeholder Management