Infojini Inc · 1 day ago
Senior Business Analyst
NYC Metro Area
Contract
Hybrid
Senior Level
5+ years expInfojini Inc is seeking an experienced Salesforce Business Analyst with strong functional expertise in Sales Cloud, Service Cloud, Experience Cloud, and Flows. The role involves leading requirements gathering sessions, supporting the development lifecycle, and ensuring high-quality delivery of Salesforce enhancements for Private Equity firms.
Information Technology
Hiring Manager
Rishabh S.
Responsibilities
Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross-functional business stakeholders
Translate business needs into detailed user stories, acceptance criteria, and functional specifications using tools like JIRA
Document As-Is and To-Be process flows, data models, and system touchpoints using Confluence or similar documentation platforms
Maintain and groom the product backlog, ensuring alignment with business priorities and overall roadmap
Conduct impact assessments and feasibility studies for new features and enhancements
Recommend scalable Salesforce solutions leveraging Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes, and platform automation features
Ensure solutions adhere to Salesforce best practices, platform governance, and architectural guidelines
Support developers and architects by clarifying requirements and validating solution designs
Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented
Develop UAT plans, create test scenarios, coordinate UAT cycles with business users, and track issues to closure
Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained
Conduct end-user training sessions, create training materials, and support onboarding for internal users and portfolio company teams
Support data mapping, data harmonization, migration activities, and validation—particularly for multi-org or multi-portfolio reporting needs
Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring, and operational insights
Act as the bridge between business users and the Salesforce technical team
Facilitate cross-functional alignment, ensuring prioritization and dependencies are clearly understood
Provide transparent communication on progress, risks, and changes
Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments
Qualification
Required
Salesforce Administrator certification (mandatory)
5–9 years of Business Analyst experience, with at least 3+ years on Salesforce projects
Experience working with Private Equity, portfolio companies, asset management, or financial services environments
Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows
Hands-on experience with JIRA, Confluence, backlog management, and roadmap planning
Strong abilities in process documentation, data modelling, and writing user stories
Understanding of Salesforce security model, permission sets, record access, and governance
Experience managing UAT, defect triage, and user training
Strong communication, analytical, and stakeholder management skills
Familiarity with data migration tools (Data Loader) and integrations (API concepts)
Preferred
Salesforce Sales Cloud or Service Cloud Consultant certifications (preferred)
Experience handling multi-org data flows, portfolio reporting processes, or deal lifecycle automation
Exposure to Experience Cloud and external stakeholder portal use cases
Company
Infojini Inc
Infojini Inc. delivers innovative IT Services and Solutions to empower startups, Fortune 500 companies, and global enterprises.
501-1000 employees
H1B Sponsorship
Infojini Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (12)
2023 (11)
2022 (5)
2021 (10)
2020 (21)
Funding
Current Stage
Late StageRecent News
Baltimore Business Journal
2023-11-04
Company data provided by crunchbase