Salesforce Business Analyst

  • Indefinido
  • Tiempo completo
  • Híbrido (0000, Oporto, Distrito de Oporto, Portugal)

Excelia is a multinational company in Consulting, Technology, and Professional Services with over 25 years of experience. We provide services in more than 50 countries across Europe, Latin America, and the United States through our 10 own offices.

Do you have experience in the area of Salesforce and are you looking for a new challenge? Then this opportunity is for you!

🔹 Position: Salesforce Business Analyst
📍 Location: Porto - Flexible hybrid working model

Main responsibilities:

- Requirements Gathering & Analysis

o Collaborate with business stakeholders to understand processes and pain points.

o Document functional requirements and user stories for Salesforce solutions.

- Solution Design Support

o Work with Salesforce architects and developers to design scalable solutions.

o Validate that proposed solutions align with business objectives.

- Process Optimization

o Analyze existing workflows and recommend improvements using Salesforce capabilities.

- Testing & Validation

o Prepare test cases and support UAT for new features and releases.

- Documentation & Training

o Create process documentation and user guides.

o Conduct training sessions for end-users.

- Stakeholder Communication

o Act as the primary point of contact for Salesforce-related projects.

o Communicate technical concepts in business-friendly language.

Mandatory requirements:

- 5+ years of proven experience as a Salesforce Business Analyst.

- Strong understanding of Salesforce Sales Cloud, Service Cloud, and/or Experience Cloud.

- Knowledge of CRM processes (lead-to-opportunity, case management, customer service).

- Familiarity with Salesforce automation tools (Flows, Process Builder).

- Ability to create reports and dashboards for business insights.

- Understanding of data management and security models in Salesforce.

- Experience with Agile methodology and writing user stories.

- Basic knowledge of Apex, Lightning Components.

- Familiarity with Salesforce APIs and integration concepts (also with Training management solutions would be helpful).

- Experience with data migration tools (Data Loader).

- Fluency in English (mandatory)

Nice-to-have requirements:

- Salesforce Certified Administrator (mandatory)

- Preferred: Salesforce Business Analyst Certification, Platform App Builder.

If you believe you are a good fit, don’t hesitate to apply for this opportunity 😉

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