Business Analyst Information Technology
HybridPlano, Texas, United States
Job Summary
Facilitate discovery sessions with stakeholders to elicit, document, and prioritize business requirements, user stories, and functional specifications. Serve as the primary business analyst for Salesforce Service Cloud, designing solutions with flows, custom objects, and reports while coordinating configuration, testing, and deployment. Map current-state processes to identify inefficiencies and propose practical improvements, including system automation or better data integration. Write test plans and acceptance criteria, coordinate UAT with business users, and build training materials to drive end-user adoption. Manage enhancement backlogs, scope requests, and maintain current documentation. Support cross-platform initiatives across ERP, EDI, warehouse systems, and AR/AP automation. Requires 3+ years of experience, hands-on Salesforce skills, and ability to translate business needs into actionable requirements. Join a small, fast-moving IT team with executive sponsorship and a roadmap spanning CRM, ERP, and analytics.
Required Qualifications
- 3+ years of experience as a business analyst, business systems analyst, or similar role supporting enterprise applications
- Hands-on Salesforce experience — comfortable with core platform concepts such as objects, fields, flows, validation rules, reports, and dashboards
- Demonstrated ability to translate business needs into clear, actionable requirements, user stories, and process documentation
- Experience planning and executing user acceptance testing and supporting end users through go-live
- Strong communication skills — able to work effectively with everyone from customer service reps to executives, and to explain technical concepts in plain language
- Self-directed and organized; able to manage multiple concurrent initiatives on a lean team
- Travel is required as needed - 10%
Desired Qualifications
- Salesforce Certified Business Analyst or Salesforce Administrator certification
- Experience in manufacturing, distribution, or another product-centric industry and business and financial acumen
- Exposure to ERP systems (Infor VISUAL, Epicor, or similar), EDI, or warehouse management systems
- Experience with Amazon Connect, customer portals, or contact center technology
- Familiarity with Microsoft 365, Power Platform (Power Automate, Power BI), or SQL for data analysis
- Experience using AI to accelerate your work
- Strong critical thinking skills
- Experience working in a private equity-backed or multi-entity environment
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