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Salesforce Business Analyst

DB Services
Indianapolis
3-5 years
IT Infrastructure
Full-time
Apply

Job Description

The Salesforce Business Analyst will be the strategic partner for our nonprofit and sector-specific clients, working closely with them to understand their unique workflows, challenges, and goals. This role will collaborate with our technical and consulting teams to translate business needs into effective Salesforce solutions, including configurations, customizations, and process improvements. The analyst will facilitate requirements gathering, develop functional specifications, support data migration and reporting, and assist with testing and user training to ensure successful adoption. With a focus on nonprofit operations and industry best practices, this client-facing position will provide insightful recommendations and ongoing support to help organizations maximize their Salesforce investment and drive impactful outcomes.

Responsibilities

  • Engage with nonprofit clients to understand their business processes, challenges, and objectives.
  • Work with clients from various sectors to elicit, document, and prioritize requirements.
  • Provide strategic consulting on Salesforce best practices tailored to nonprofit workflows, as well as other industry-specific needs.
  • Collaborate with development and consulting teams to translate business requirements into technical solutions, configurations, and customizations.
  • Conduct workshops, facilitate requirement gathering sessions, and maintain clear stakeholder communication.
  • Develop user stories, process maps, functional specifications, and test cases.
  • Support data migration, data quality initiatives, and reporting needs.
  • Assist with testing, UAT, and user training to ensure successful adoption.
  • Offer ongoing support and recommend continuous improvement opportunities.
  • Stay updated on Salesforce platform developments and sector-specific trends, especially within the nonprofit industry.

Requirements

  • Bachelor’s degree in Business, Information Technology, or related field.
  • 3+ years of experience as a Business Analyst, high preference to those with experience within Salesforce environments.
  • Experience working in software development, consulting, or client-facing roles in related industries.
  • Proven experience working with nonprofit organizations; familiarity with nonprofit workflows and Salesforce NPSP/Nonprofit Cloud is highly desirable.
  • Ability to work with clients across multiple sectors, adapting requirements gathering and solutions accordingly.
  • Salesforce certifications, Nonprofit Cloud certification highly desired
  • Strong analytical, problem-solving, and stakeholder engagement skills.
  • Excellent communication skills, with the ability to explain technical concepts to varied audiences.
  • Experience with Salesforce integrations, data management, and reporting.
  • Ability to type a minimum of 50 words per minute
Bonus Points
  • Salesforce Nonprofit ceertification
  • Salesforce Education Cloud experience
  • Familiarity with EOS methodology

Company Information

https://dbservices.com/

DB Services is a growing digital transformation consulting company based in the Indianapolis area with clients located around the world. Since 2003, we’ve provided application and workflow solutions using Claris FileMaker, Salesforce, web applications, and managed server services to Fortune 500 companies, small businesses, K-12, universities, and non-profit organizations alike. We work in a variety of industries including finance, education, non-profit, wholesale, healthcare, and more.

Salesforce Business Analyst

DB Services
Indianapolis
3-5 years
IT Infrastructure
Full-time
Apply

Job Description

The Salesforce Business Analyst will be the strategic partner for our nonprofit and sector-specific clients, working closely with them to understand their unique workflows, challenges, and goals. This role will collaborate with our technical and consulting teams to translate business needs into effective Salesforce solutions, including configurations, customizations, and process improvements. The analyst will facilitate requirements gathering, develop functional specifications, support data migration and reporting, and assist with testing and user training to ensure successful adoption. With a focus on nonprofit operations and industry best practices, this client-facing position will provide insightful recommendations and ongoing support to help organizations maximize their Salesforce investment and drive impactful outcomes.

Responsibilities

  • Engage with nonprofit clients to understand their business processes, challenges, and objectives.
  • Work with clients from various sectors to elicit, document, and prioritize requirements.
  • Provide strategic consulting on Salesforce best practices tailored to nonprofit workflows, as well as other industry-specific needs.
  • Collaborate with development and consulting teams to translate business requirements into technical solutions, configurations, and customizations.
  • Conduct workshops, facilitate requirement gathering sessions, and maintain clear stakeholder communication.
  • Develop user stories, process maps, functional specifications, and test cases.
  • Support data migration, data quality initiatives, and reporting needs.
  • Assist with testing, UAT, and user training to ensure successful adoption.
  • Offer ongoing support and recommend continuous improvement opportunities.
  • Stay updated on Salesforce platform developments and sector-specific trends, especially within the nonprofit industry.

Requirements

  • Bachelor’s degree in Business, Information Technology, or related field.
  • 3+ years of experience as a Business Analyst, high preference to those with experience within Salesforce environments.
  • Experience working in software development, consulting, or client-facing roles in related industries.
  • Proven experience working with nonprofit organizations; familiarity with nonprofit workflows and Salesforce NPSP/Nonprofit Cloud is highly desirable.
  • Ability to work with clients across multiple sectors, adapting requirements gathering and solutions accordingly.
  • Salesforce certifications, Nonprofit Cloud certification highly desired
  • Strong analytical, problem-solving, and stakeholder engagement skills.
  • Excellent communication skills, with the ability to explain technical concepts to varied audiences.
  • Experience with Salesforce integrations, data management, and reporting.
  • Ability to type a minimum of 50 words per minute
Bonus Points
  • Salesforce Nonprofit ceertification
  • Salesforce Education Cloud experience
  • Familiarity with EOS methodology

Company Information

DB Services is a growing digital transformation consulting company based in the Indianapolis area with clients located around the world. Since 2003, we’ve provided application and workflow solutions using Claris FileMaker, Salesforce, web applications, and managed server services to Fortune 500 companies, small businesses, K-12, universities, and non-profit organizations alike. We work in a variety of industries including finance, education, non-profit, wholesale, healthcare, and more.

https://dbservices.com/
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