Salesforce CRM Business Systems Analyst
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Key skills for this role
About the Role
McKesson seeks a Salesforce Business Systems Analyst to support CRM solutions across Sales Cloud and Service Cloud. You will elicit and document business requirements, translate them into functional specifications, and collaborate with stakeholders and IT teams.
Key Skills for This Role
Responsibilities
- Elicit, analyze, and document business requirements for Salesforce Sales Cloud and Service Cloud initiatives
- Translate business needs into detailed functional and technical specifications for development teams
- Collaborate with business stakeholders, product owners, and IT teams to define solution scope and requirements
- Facilitate requirements workshops, user story development, and backlog refinement
- Support solution design by working closely with developers and architects to ensure feasibility and alignment
- Conduct impact analysis and support decision making by evaluating options and trade offs
- Participate in system, integration, and user acceptance testing (UAT), ensuring requirements are met
- Ensure traceability between business requirements, design, and delivered solutions
- Support data analysis, process mapping, and optimization of CRM workflows
- Identify opportunities for process improvement, automation, and enhanced user experience
Requirements
- Experience as a Business Systems Analyst supporting Salesforce CRM (Sales and/or Service Cloud)
- Strong skills in requirements elicitation, documentation, and stakeholder engagement
- Familiarity with Salesforce platform capabilities, including objects, workflows, and reporting
- Experience translating business requirements into user stories and functional specifications
- Understanding of Agile delivery methodologies and tools (e.g., Jira, Azure DevOps)
- Degree or equivalent experience
- Typically requires 4+ years of relevant experience
- Salesforce certifications (e.g., Salesforce Administrator, Business Analyst certification)
Full Job Posting
Summary
- We are seeking a Salesforce Business Systems Analyst to support the delivery of CRM solutions across Sales Cloud and Service Cloud.
- This role is responsible for eliciting, analyzing, and translating business requirements into scalable technology solutions, ensuring alignment with business objectives.
What You’ll Do
- Elicit, analyze, and document business requirements for Salesforce Sales Cloud and Service Cloud initiatives.
- Translate business needs into detailed functional and technical specifications for development teams.
- Collaborate with business stakeholders, product owners, and IT teams to define solution scope and requirements.
- Facilitate requirements workshops, user story development, and backlog refinement.
- Support solution design by working closely with developers and architects to ensure feasibility and alignment.
- Conduct impact analysis and support decision making by evaluating options and trade offs.
- Participate in system, integration, and user acceptance testing (UAT), ensuring requirements are met.
- Ensure traceability between business requirements, design, and delivered solutions.
- Support data analysis, process mapping, and optimization of CRM workflows.
- Identify opportunities for process improvement, automation, and enhanced user experience.
- Ensure compliance with enterprise governance, security, and data standards.
- Collaborate across cross functional teams to support successful project delivery.
What You Bring
- Experience as a Business Systems Analyst supporting Salesforce CRM (Sales and/or Service Cloud).
- Strong skills in requirements elicitation, documentation, and stakeholder engagement.
- Familiarity with Salesforce platform capabilities, including objects, workflows, and reporting.
- Experience translating business requirements into user stories and functional specifications.
- Understanding of Agile delivery methodologies and tools (e.g., Jira, Azure DevOps).
- Ability to perform impact analysis and support solution evaluation.
- Strong analytical thinking and problem solving skills.
- Effective communication skills with both business and technical stakeholders.
- Ability to manage multiple priorities and work in a fast paced environment.
Minimum Requirements
- Degree or equivalent experience.
- Typically requires 4+ years of relevant experience.
Preferable Skills & Experience
- Salesforce certifications (e.g., Salesforce Administrator, Business Analyst certification).
- Strong experience with Sales Cloud (Leads, Opportunities) and Service Cloud (Case Management, Omni Channel).
- Experience with process mapping, workflow design, and CRM optimization.
- Familiarity with data modeling, reporting, and data quality management in Salesforce.
- Exposure to integrations between Salesforce and enterprise systems.
- Experience working in Agile/Scrum delivery environments.
- Knowledge of CRM transformation or migration initiatives.
- Exposure to AI driven CRM capabilities (e.g., Agentforce, Einstein features, etc.).
- Experience working in large enterprise or regulated environments.
Base Pay Range
- CAD 81,500 CAD 108,600 per year.
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