(2) Business Analyst with Salesforce experience positions within our Deal Manager and Customer IQ (LINK IQ) pods
Job description:
General BA Expectations
Ensure requirements are clearly documented and kept current in Confluence and/or user stories, so the team has a shared, reliable reference throughout discovery and delivery.
When decisions or clarifications occur verbally or through chat, summarize the outcome in the appropriate requirement or user story to maintain visibility and alignment.
Be curious and ask questions that demonstrate clear thought process
Understand and own the end-to-end business process and workflows for all personas
Understand the Salesforce user experience and connect it back to business outcomes
Leverage SQL-based languages (JQL, SOQL) to support data analysis, preparation, and
testing – Optional
Stakeholder Partnership and Communication
Ownership
The BA owns the day-to-day relationship with business stakeholders for the teams they support.
This includes actively managing communication through established Teams channels and other
agreed communication paths. When stakeholders log bugs, surface new requests, or ask questions
about processes, the BA is accountable for managing the conversation and ensuring timely,
thoughtful responses.
Responsibilities include:
Monitoring and actively participating in Teams channels used by supported business groups
Acknowledging bugs, enhancement requests, and questions in a timely manner
Clarifying context, impact, and urgency with stakeholders
Guiding stakeholders through the appropriate intake, prioritization, and delivery process
Coordinating with the delivery team to drive responses and resolution
Providing regular status updates, even when immediate resolution is not available
Keeping direct manager/team up to date when conversations are being held in private
Teams chats/channels
o 1:1 Teams chats happen often, provide updates somewhere (i.e., related Jira ticket)
The BA acts as a trusted partner and advocate for the business and is responsible for ensuring
stakeholders feel supported, informed, and confident that their needs are actively managed
throughout discovery, delivery, and post-implementation.
Discovery and Requirement Ownership
Initial Discovery and Requirement Gathering
Collaborate with business stakeholders and internal technology partners to understand
business context, goals, and pain points
Conduct interviews and workshops and review existing documentation and process maps to
identify gaps and opportunities
Define scope and document requirements in the Business Requirement Document (BRD) in
Confluence
Business Requirements Document (Brd) Ownership and Signoff
Document functional and non-functional requirements clearly and completely
Prioritize requirements with the business based on value, feasibility, and urgency using the
MOSCOW method
Review the finalized BRD with stakeholders and internal technology partners
Own and obtain formal signoff from business stakeholders
Post signoff, translate approved requirements and solution context into detailed user stories
for the development team
Delivery Support and Ongoing Alignment
Serve as the primary point of contact for requirement-related questions during delivery
Clarify intent and context for the development team as needed
Ensure business decisions, scope changes, and tradeoffs are clearly communicated and
documented
Maintain alignment between business expectations and delivered functionality
Delivery Ceremonies and BA Responsibilities
The BA is expected to actively participate in and support all relevant delivery ceremonies to ensure
alignment between business needs, delivery execution, and stakeholder expectations.
Intake and Request Triage
Serve as the first point of engagement for new bugs, enhancement requests, and process
questions raised through Teams channels or agreed intake paths
Clarify problem statements, business impact, urgency, and success criteria with stakeholders
Determine appropriate next steps, including backlog entry, discovery, or follow-up discussion
Set clear expectations with stakeholders on process, prioritization, and timing
Backlog Refinement and Grooming
Ensure user stories are clearly written, well-scoped, and aligned to approved requirements
Provide business context and clarify intent for the delivery team
Confirm acceptance criteria are complete and testable
Identify dependencies, risks, and open questions requiring business input
Ensure stories are ready for prioritization and planning
Sprint Planning
Support prioritization discussions by reinforcing business value, urgency, and tradeoffs
Clarify scope and intent of stories being pulled into the sprint
Confirm stakeholder alignment on sprint goals when applicable
Sprint Execution and Ongoing Delivery
Act as the primary point of contact for requirement-related questions during the sprint
Clarify intent, edge cases, and business rules as questions arise
Communicate scope changes, decisions, and impacts to stakeholders in a timely manner
Ensure business stakeholders are aware of progress and any emerging risks
Demos and Reviews
Ensure delivered functionality is clearly mapped back to business requirements and
expectations
Support walkthroughs by providing business context and intended outcomes
Capture stakeholder feedback, questions, and follow-up items
Drive clarity on acceptance, refinements, or next steps
Retrospectives and Continuous Improvement
Participate in retrospectives with a focus on improving discovery, communication, and
delivery effectiveness
Surface recurring stakeholder pain points or process gaps
Contribute actionable improvement ideas related to BA practices and stakeholder
engagement
QA/Testing
Develop and execute functional test plans with business subject matter experts
Collaborate with Quality Assurance team to transfer knowledge and support development
quality testing.
Develop user acceptance test (UAT) plans and tools, and manage the UAT process
Develop business facing UAT scripts based on Jira tickets, Confluence
Ensure test results are identified, documented, tracked, reported, and resolved in a timely
manner
Communicate technical and process changes to development team
Meetings, Notes, and Communication Hygiene
Call and Meeting Preparation
Prepare and maintain meeting pages, cloning from prior sessions when applicable to retain
action items
Update agendas and clearly identify discussion topics and decisions needed
During Meetings
Take accurate notes during meetings to capture context, decisions, and open questions
Do not rely solely on AI-generated summaries without reconciliation
Post-Meeting and Async Updates
Clean up AI summaries and reconcile them with personal notes
Clearly document decisions, action items, owners, and follow-ups
Share timely updates back to stakeholders through Teams or agreed channels
Ensure open questions and action items are tracked through to resolution
Education / Experience, Preferred Certifications,
Core Skills and Attribute Requirements
Education / Experience
Bachelor’s degree or equivalent practical experience
4+ years of experience as a Business Analyst or Agile delivery professional in enterprise
environments
Proven experience supporting enterprise or portfoliolevel Agile programs, not just single
teams
Experience working alongside Developers. Business Stakeholders, Program Managers and
PMOs in a structured delivery model
Familiarity with Salesforce delivery, systems integration, or largescale business
transformation initiatives
Strong facilitation, communication, and conflictresolution skills
Ability to influence without authority / operate effectively in a highly matrixed organization
Experience working in scaled Agile environments
Preferred Certifications
Agile or Lean certifications supporting enterprise delivery models
Core Skills & Attributes
Servant leadership and Agile coaching mindset
Crossteam dependency and risk management
Strong stakeholder communication and executive readiness
Comfort operating between Agile teams and more traditional PMO structures
Continuous improvement and enterprise systems thinking