• rootsquare

Salesforce Business Analyst

Jobs Description

Location: Offshore (Must Support EST Time Zone)
Platform: Salesforce (Sales Cloud)
Integration Scope: ERP | Data & Analytics
Background Verification: Third-party BGV with UAN & PF Checks Mandatory

Role Overview

We are seeking a Salesforce Business Analyst to act as the primary liaison between business stakeholders, Salesforce, and downstream enterprise systems. This role is responsible for defining business requirements that span Salesforce, ERP platforms, and analytics environments, ensuring data flows and processes are aligned end to end.

The ideal candidate understands sales operations, enterprise integrations, and data dependencies—and can translate business needs into clear, testable requirements without over-customizing the platform.


Key Responsibilities

Partner with Sales, Marketing, Customer Care, Finance, and IT stakeholders

Elicit, document, and validate business requirements across Salesforce and integrated systems

Define integration requirements between Salesforce and ERP systems (customers, pricing, orders, products, invoices)

Define data requirements supporting reporting, analytics, and downstream BI platforms

Translate requirements into user stories, functional specs, and acceptance criteria

Facilitate process mapping and cross-system workflow design

Act as liaison between business users, Salesforce admins/developers, ERP teams, and data teams

Support UAT across Salesforce, ERP integrations, and analytics outputs

Ensure solutions leverage standard Salesforce capabilities and avoid unnecessary customization

Maintain clear documentation for processes, integrations, and data definitions


Required Experience & Skills

4+ years of experience as a Salesforce Business Analyst

Strong knowledge of Salesforce Sales Cloud and sales processes

Proven experience defining requirements for Salesforce-to-ERP integrations

Experience working with data teams or BI platforms (Power BI, Tableau, or similar)

Strong understanding of data flows, master data, and reporting dependencies

Ability to communicate effectively across business, technical, and data teams

Experience supporting UAT for integrated, multi-system solutions

Key Expectations (Non-Negotiable)


This role owns cross-system requirements, not just Salesforce screens

Data accuracy and consistency across platforms is critical

Preference for configuration and standard integration patterns over customization

Clear documentation and traceability are required

Nice to Have

Experience with manufacturing, distribution, or B2B sales environments

Salesforce certifications (BA, Admin, Sales Cloud)

Experience working with ERP platforms (e.g., SYSPRO, SAP, Oracle, NetSuite)

Exposure to data modeling, reporting, or semantic layers

Offered Salary

₹ 1 – 1.2 LPM

Job Details

  • 4+ Years years of experience
  • 1 Openings
  • 1 – 1.2 LPM
  • Remote

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