Ellis Porter - The Immigration Attorneys · 18 hours ago
Salesforce Business Analyst - Finance Operations
United States
Full-time
Remote
Mid Level
$115K/yr - $115K/yr
4+ years expEllis Porter is a growing firm focused on improving the immigration experience for clients through dedicated service and innovative solutions. They are seeking a Salesforce Business Analyst for Finance Operations to bridge business needs and Salesforce functionalities, ensuring that the platform evolves to enhance user experience and operational efficiency.
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Responsibilities
Partner with the finance team, attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement
Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes
Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation
Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices
Support change management efforts by documenting and communicating process changes
Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development
Ensure Salesforce configuration, automation, and UX decisions align with defined processes, terminology, and governance frameworks
Assist with backlog grooming by validating priority, business impact, and alignment with product strategy
Collaborate closely with the Agile Project Manager to support sprint planning, refinement, and sprint reviews
Help evaluate new features, platform capabilities, and enhancement requests, making recommendations based on user needs and system best practices
Develop user enablement materials, ensuring consistency between documented workflows and system behavior, aligning materials and training to org-wide frameworks and tools
Develop test plans, test cases, and test scripts for new features or enhancements
Execute functional, regression, and user acceptance testing (UAT)
Validate that delivered features meet requirements and deliver the intended business value
Validate features against defined workflows and SOPs to ensure system updates reflect the intended business process
Clearly document and communicate defects or improvement opportunities to technical team members
Support UAT with end users, helping ensure adoption readiness
Assist with new feature rollouts, including training materials, release notes, and communications
Provide guidance and support to users during onboarding or changes to case management processes
Identify recurring support themes and recommend system or process improvements
Partner with Senior and Junior Salesforce Admins on root-cause analysis for user pain points and data quality issues
Use reporting and dashboards to analyze user trends, operational bottlenecks, or system issues
Support data validation efforts for new features or major releases
Help define KPIs and success metrics for features or process changes
Stay current on Salesforce platform capabilities, especially declarative tools such as Flow, Lightning App Builder, and reporting enhancements
Stay current on AI technologies and make recommendations for incorporating AI into workflows in ways that align with overall EP AI strategy and policies
Participate in Agile ceremonies, contributing insights that help improve delivery velocity, team alignment, and platform quality
Recommend enhancements or optimizations based on user feedback and operational data
Qualification
Required
Bachelor's Degree in Business Administration, Information Systems, Accounting/Finance, or a related discipline
4+ years of experience as a Business Analyst, Product Analyst, or similar role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions
Strong understanding of business process analysis, workflow mapping, and functional requirements documentation
Familiarity with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise
Experience writing user stories and acceptance criteria in Agile environments (Jira, Azure DevOps, etc.)
Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language
Strong analytical and problem-solving abilities, with attention to detail
Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment
Passion for delivering user-centric solutions and improving operational efficiency
Preferred
Experience supporting accounting and finance operations in a technologically advanced environment
Familiarity with Accounting Seed or other cloud-based general ledger/accounting platforms
Experience with user acceptance testing, QA processes, or structured testing methodologies
Experience with Salesforce as an end user or 'super' user
Understanding of relational data concepts and reporting best practices
Salesforce Business Analyst Certification or other relevant certification
Experience collaborating with Knowledge Management, Operations, or Process Excellence team
Benefits
Health/dental/vision/life insurance benefits
A 401(k)-retirement savings plan with employer-matching
Generous paid-time-off policy
Casual attire and lots of free food when working from the office
Company
Ellis Porter - The Immigration Attorneys
Ellis Porter is a law firm focused on managing the immigration experience for employers and individuals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Allen
Director, High-Skilled Immigration Team
Marc Topoleski
Founder & Managing Partner
Company data provided by crunchbase