01Overview
Key Responsibilities
- Conduct client discovery sessions to gather, analyze, and document business requirements.
- Facilitate workshops with stakeholders across admissions, student services, recruitment, and advancement teams.
- Act as a Subject Matter Expert (SME) for Salesforce Education Cloud, supporting both delivery and pre-sales engagements.
- Translate business requirements into functional specifications, user stories, process flows, and solution designs.
- Collaborate with sales and delivery teams to define solution strategies and support new business opportunities.
- Prepare effort estimates for Salesforce configuration, customization, integrations, and data migration activities.
- Support RFP/RFI responses and contribute to proposal development.
- Configure Salesforce using custom objects, fields, Flows, validation rules, page layouts, reports, dashboards, and security settings.
- Develop reports and dashboards to monitor student recruitment, admissions, retention, and lifecycle metrics.
- Participate in solution design reviews, testing, UAT, deployment, and post-implementation support.
- Present live demonstrations of configured and implemented Salesforce solutions, showcasing business processes, key features, and overall business value.
- Conduct solution walkthroughs during sprint reviews, stakeholder meetings, and UAT sessions to validate business outcomes.
- Deliver pre-sales demonstrations of Salesforce Education Cloud, tailoring solution presentations to prospective client requirements.
- Drive user adoption through training sessions, documentation, knowledge transfer, and ongoing business support.
- Manage stakeholder expectations and communicate effectively with both technical and non-technical audiences.
- Break down business requirements into actionable tasks, prioritize deliverables, and support Agile project execution.
- Stay up to date with Salesforce releases, Education Cloud capabilities, and higher education industry trends.
Required Skills & Qualifications:
- 2+ years of experience as a Salesforce Business Analyst.
- Experience with Salesforce Sales Cloud and/or Service Cloud.
- Exposure to Salesforce Education Cloud is highly preferred.
- Strong expertise in requirements gathering, business process analysis, stakeholder management, BRD/FRD creation, user stories, and UAT coordination.
- Hands-on experience with Salesforce Administration, including:
- Custom Objects & Fields
- Flows
- Validation Rules
- Reports & Dashboards
- Profiles & Permission Sets
- Page Layouts
- Record Types
- Valuable understanding of Salesforce security, data management, and deployment processes.
- Experience working in Agile/Scrum environments.
- Excellent presentation, communication, and client-facing skills.
- Strong analytical, problem-solving, and documentation abilities. .
