Salesforce Technical Business Analyst
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Key Skills for This Role
Full Job Posting
- Lead discovery sessions with stakeholders across multiple departments (e.g., Sales, Service, Operations, Finance) to elicit, document, and prioritize requirements.
- Translate business requirements into clear user stories, acceptance criteria, process flow diagrams, and functional specifications suitable for developer handoff.
- Facilitate requirements workshops, gap analyses, and current-state/future-state process mapping.
- Own the backlog for Salesforce enhancements: intake, triage, prioritize, and manage through delivery in partnership with the project/product owner.
- Identify when a requirement should be solved declaratively (Flow, validation rules, page layouts) versus when it genuinely requires custom development (Apex, LWC) or an integration change — and make that call based on best practice, not convenience.
- Conduct UAT planning and execution with business users; manage defect triage and sign-off.
- Maintain traceability between business requirements, configuration changes, and release notes.
- Lead and collaborate for required upgrades, releases, and projects
- Own day-to-day Salesforce administration: user management, roles/profiles/permission sets, sharing rules, security model integrity, and data governance.
- Design, build, and maintain Flow automation (Screen Flows, Record-Triggered Flows, Scheduled Flows) following governor-limit-aware, bulkified, and maintainable design patterns.
- Actively audit and remediate legacy automation (Workflow Rules, Process Builder) by migrating to Flow where appropriate, avoiding automation conflicts and recursive triggers.
- Manage object model changes (custom objects, fields, record types, page layouts, Dynamic Forms) with proper change management discipline.
- Partner with integration teams to understand data flow between Salesforce and external systems (ERP, HubSpot, Spotio, Marketing Automations, in-house systems, middleware/iPaaS such as Boomi) — including monitoring for integration failures, sync errors, and data integrity issues.
- Maintain a clean, documented data model; enforce field-level governance to prevent org sprawl (duplicate fields, unused automation, orphaned objects).
- Manage sandbox strategy, release/change management, and deployment coordination (Change Sets, or CI/CD via SFDX/Copado/Gearset — depending on org tooling).
- Monitor org health: Optimizer reports, API usage limits, storage limits, and technical debt backlog.
- Design and build custom Apex (classes, triggers, batch/queueable/schedulable jobs) using enterprise-grade patterns: trigger frameworks, service/selector layers, bulkification.
- Build Lightning Web Components for UI needs beyond declarative capability.
- Write meaningful Apex unit tests (real assertions, not coverage-for-coverage's-sake).
- Design and build integrations with external systems via REST/SOAP APIs, Platform Events, or middleware/iPaaS tools (MuleSoft, Boomi, or similar); implement robust error handling and failure logging so integration issues are caught early, not discovered via a downstream data discrepancy.
- Handle authentication securely (named credentials, OAuth) — no hardcoded secrets in code.
- Serve as the point of escalation for multi-department process conflicts (e.g., where Sales teams and Service teams have competing requirements on the same object).
- Participate in and help enforce Salesforce governance/Center of Excellence standards: naming conventions, environment strategy, automation-of-record rules, and documentation standards.
- Coordinate with the integration/development team on API-related changes to ensure admin-side changes (e.g., field changes, validation rules) don't break integrations.
- Support change management and end-user training/enablement for new releases.
- Skilled at providing maintenance, support, daily configuration, and improvement of the database and integration.
- Responsible for ensuring that the system accurately meets the defined expectations of the business unit, ensuring that proper testing is implemented, and performance requirements are closely monitored by working with the development teams.
- Act as a lead for resolving issues, troubleshooting and suggest process improvement
- Ability to train new users.
- 5+ years of Salesforce experience spanning both functional/business-analysis work and hands-on development — genuine dual-track experience, not primarily one with light exposure to the other.
- Salesforce Administrator certification required. Platform Developer I certification required.
- Expert-level Flow Builder proficiency, including bulkification and sound Flow-vs-Apex decision-making.
- Strong Apex fundamentals: trigger frameworks, asynchronous Apex, governor limit management.
- Proven Lightning Web Components experience.
- Demonstrated experience with integrations — REST/SOAP, middleware/iPaaS, or event-driven architecture — from both a functional (data flow, troubleshooting) and technical (building, securing) standpoint.
- Experience supporting multiple business units/departments on a shared, complex org.
- Solid grasp of the Salesforce security model at enterprise scale.
- Experience with Git version control and CI/CD deployment pipelines.
- Strong requirements-gathering and documentation skills, and the communication range to run a stakeholder workshop and a technical design review with equal credibility.
- Salesforce Certified Administrator required, Salesforce Certified Advanced Administrator preferred
- Salesforce Business Analyst preferred
- Platform App Builder certification preferred
- Requirements move from discovery to implementation, implementation to production, or discovery to production with minimal translation loss.
- The Flow library and Apex codebase are both clean, documented, and free of conflicting automation.
- Integration issues are caught early because this person understands the data flow end-to-end, not just one side of it.
- Business stakeholders across departments trust this person as a single point of contact for "can Salesforce do this, and what's the right way to do it."
- Requirements handed to developers are clear enough that back-and-forth clarification is minimal.
- Org technical debt trends down, not up, over time.
About OSI Digital
OSI Digital is a privately held global technology consulting firm delivering business applications, cloud, analytics, cybersecurity, and managed services.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at OSI Digital
Salesforce Technical Business Analyst
Vancouver, CAN
OSI Digital is seeking a Senior Salesforce Technical Business Analyst / Developer to own requirements discovery, Salesforce administration, declarative automation, custom Apex and LWC development, integrations, testing,
Salesforce Technical Business Analyst
Vancouver, CAN
OSI Digital is seeking a Senior Salesforce Technical Business Analyst who can lead requirements discovery, configure complex Salesforce environments, develop Apex and Lightning Web Components, and deliver secure integrat
Desktop Support Technician- Bilingual in English and Korean
Fountain Valley, USA
Data Analytics/ Microsoft Sales Representative
Dallas, USA
Salesforce Technical Business Analyst
Vancouver, CAN
Salesforce Technical Business Analyst
Vancouver, CAN
Field Desktop Support Tech
Irvine, USA
Device Refresh Tech
, USA
Desktop Support Technician- Bilingual in English and Korean
Fountain Valley, USA
Data Analytics/ Microsoft Sales Representative
Dallas, USA
Field Desktop Support Tech- L3/VIP Support Tech
, USA
Systems Engineer
Raleigh, USA