SID Information Technologies

Sr. / Lead Salesforce Business Analyst – CRM & Analytics

Palo Alto, CA

Full-time

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About this opportunity

#Hiring #SalesforceBA #SalesforceJobs #Agentforce #CRMAnalytics

#SalesCloud #BusinessAnalyst #PaloAltoJobs #CaliforniaJobs

🚀 WE'RE HIRING | Sr. / Lead Salesforce Business Analyst – CRM & Analytics | Palo Alto, CA, USA

📍 Location: Palo Alto, California, USA – Office-Based

💼 Experience: 10+ Years | Senior & Expert Level

🏢 US-Based Healthcare Data analytics Client

We are looking for an experienced Salesforce Business Analyst with strong hands-on expertise in Salesforce CRM, Sales Cloud, and Agentforce to drive Enterprise CRM & Analytics transformation.

✅ MUST-HAVE SKILLS

- 10+ Years: Strong on Salesforce Ecosystem, CRM Solution Delivery & Business Process Improvement.

- Sales Cloud: Strong hands-on configuration experience – Leads, Opportunities, Pipeline Management & Forecasting.

- Agentforce: Practical experience with Agent Configuration, Topics, Instructions, Actions, Testing & Troubleshooting.

- Salesforce Core: Flow, Data Modeling, Security, Reports & Dashboards.

- CRM & Analytics: KPI Definition, Data Validation, Reporting & Analytics Requirements.

- Data & Integrations: Understanding of data flows across CRM, Enterprise Systems & Analytics Platforms.

- Business Analysis: Requirements Discovery, Stakeholder Management & Workshop Facilitation.

✅ SOLUTION DESIGN & DELIVERY

- Translate business requirements into Solution Designs, User Stories, Process Flows & Acceptance Criteria.

- Design Prototypes, Validate Solutions & Incorporate Stakeholder Feedback.

- Collaborate with Engineering Teams on Solution Options, Integrations & Technical Dependencies.

- Support Testing, Deployment, User Adoption & Continuous Optimization.

- Drive improvements in Process Efficiency, CRM Data Quality & Reporting Effectiveness.

✅ CERTIFICATIONS - Preferred

- Salesforce Certified Administrator

- Salesforce Certified Business Analyst

- Sales Cloud Certi. / Expertise

- + 1 Consulting Cloud Certifications – Service / Experience / Agentforce / Data Cloud

⭐ PREFERRED / ADDITIONAL SKILLS

- APIs, Apex & Lightning Web Components (LWC).

- CRM Analytics, Tableau or other BI Platforms.

- Salesforce Data Cloud, Prompt Builder & Enterprise Data Grounding for AI Use Cases.

- SQL & Data Warehouses.

- Relevant Salesforce Admin, BA, Development or Agentforce Certifications.

Keyura Vyas | Talent Acquisition Manager | Sid Information technology

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