Perfict · 1 month ago
Business Systems Analyst - Salesforce CRM
Pleasanton, CA
Full-time
Onsite
Mid Level
3+ years expPerfict is a company seeking a Business Systems Analyst with expertise in Salesforce CRM. The role involves partnering with business and technical teams to gather and analyze requirements, develop documentation, and support project management efforts.
ConsultingRecruitingStaffing Agency
Responsibilities
Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives
Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams
Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs
Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals
Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations
Maintain accurate and updated documentation using Confluence and track development progress using Jira
Create and deliver PowerPoint presentations and Smartsheet reports to summarize project progress, key findings, and recommendations for leadership
Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage
Support change management, end-user training, and documentation as part of new feature rollouts and enhancements
Qualification
Required
3–5 years of hands-on experience as a Business Systems Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud)
Strong proficiency in Jira and Confluence for requirements tracking and documentation
Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation
Demonstrated ability to build user journeys, workflows, and diagrams using tools such as Lucidchart, Visio, or Miro
Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences
Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools
Working knowledge of Salesforce platform capabilities, data model, and integration patterns
Company
Perfict
Perfict Global is an IT consulting services provider, focused on providing innovative and successful business workforce solutions.
51-200 employees
H1B Sponsorship
Perfict 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 (3)
2024 (9)
2022 (2)
2021 (5)
2020 (9)
Funding
Current Stage
Growth StageCompany data provided by crunchbase