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Salesforce Business Analyst – Delivery & Technical Documentation

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Before you apply
LocationIndore, India; Pune, India
Work modehybrid
Typefull-time
SeniorityMid
Experience2–3 yrs
DepartmentPresales
Company size51–200 people
First seenOct 16, 2026 · 3w ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
2–3 years of professional experience as a Salesforce Business Analyst or in a similar Salesforce-focused BA role
Strong hands-on understanding of the Salesforce ecosystem
Strong knowledge of Sales Cloud and Service Cloud
Experience gathering, analyzing, and documenting business requirements
Experience creating user stories, acceptance criteria, process flows, and functional documentation
Experience working with Salesforce Delivery/Implementation teams
Understanding of Salesforce configuration and standard platform capabilities
Experience working in Agile/Scrum environments
Strong written and verbal communication skills
Strong documentation and technical writing skills, or a strong interest in developing technical writing skills
Ability to communicate effectively with both business stakeholders and technical teams
Strong analytical, problem-solving, and stakeholder-management skills
Salesforce Certified Administrator – Highly Preferred
Salesforce Sales Cloud Consultant – Preferred
Salesforce Service Cloud Consultant – Preferred
Experience working in a Salesforce consulting or professional services environment
Experience supporting Salesforce implementation and transformation projects
Strong knowledge of Experience Cloud, Marketing Cloud, Data Cloud, or MuleSoft
Knowledge of Salesforce integrations and APIs
Experience with Jira, Confluence, Azure DevOps, or similar project/documentation tools
Experience creating client-facing presentations and solution demonstrations
Knowledge of public-sector or regulated-industry Salesforce projects is an advantage
Skills
Salesforce
Sales Cloud
Service Cloud
Experience Cloud
Marketing Cloud
Data Cloud
MuleSoft
Jira
Confluence
Azure DevOps
Microsoft Word
PowerPoint
Excel
Position Overview
We are looking for a Salesforce Business Analyst with 2–3 years of relevant Salesforce experience who has strong knowledge of the Salesforce platform and hands-on experience supporting Salesforce projects from requirements gathering through delivery.
The ideal candidate will have experience working closely with clients, stakeholders, Salesforce Consultants, Developers, and Delivery teams to understand business requirements, translate them into Salesforce solutions, and support successful project delivery.
The candidate should also have a strong interest in technical writing and documentation, including preparing technical response documents, business requirements, process documentation, user stories, functional specifications, and other project-related technical materials.
Key Responsibilities
Salesforce Business Analysis & Requirements
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Work with clients, internal Solution Architects, Product owners and stakeholders to understand business requirements, processes, challenges, and objectives.
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Analyze and document business and functional requirements for Salesforce solutions.
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Create user stories, acceptance criteria, process flows, functional specifications, and other BA deliverables.
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Perform fit-gap analysis and identify opportunities to improve business processes using Salesforce.
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Translate business requirements into clear and actionable requirements for Salesforce Consultants and Developers.
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Collaborate with technical teams to clarify requirements and ensure solutions meet business expectations.
Technical Documentation & Writing
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Prepare and maintain high-quality technical and functional documentation for Salesforce projects.
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Document Salesforce configurations, business processes, workflows, integrations, and solution approaches.
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Translate complex Salesforce concepts into clear and easy-to-understand business and technical documentation.
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Prepare project documentation, meeting notes, requirement summaries, solution overviews, and user guides.
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Review and maintain documentation for accuracy, consistency, clarity, and completeness.
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Develop reusable documentation templates and project knowledge assets.
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Support preparation of technical content for proposals, presentations, RFP/RFI responses, and client-facing materials when required.
Salesforce Skills
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Strong understanding of the Salesforce platform and CRM processes.
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Good understanding of Sales Cloud and Service Cloud.
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Ability to understand Salesforce solution designs and translate business requirements into Salesforce functionality.
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Understanding of Salesforce implementation and delivery methodologies.
Required Qualifications
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2–3 years of professional experience as a Salesforce Business Analyst or in a similar Salesforce-focused BA role.
•
Strong hands-on understanding of the Salesforce ecosystem.
•
Strong knowledge of Sales Cloud and Service Cloud.
•
Salesforce certification(s), preferably:
•
•
Salesforce Certified Administrator – Highly Preferred
•
Salesforce Sales Cloud Consultant – Preferred
•
Salesforce Service Cloud Consultant – Preferred
•
Experience gathering, analyzing, and documenting business requirements.
•
Experience creating user stories, acceptance criteria, process flows, and functional documentation.
•
Experience working with Salesforce Delivery/Implementation teams.
•
Understanding of Salesforce configuration and standard platform capabilities.
•
Experience working in Agile/Scrum environments.
•
Strong written and verbal communication skills.
•
Strong documentation and technical writing skills, or a strong interest in developing technical writing skills.
•
Ability to communicate effectively with both business stakeholders and technical teams.
•
Strong analytical, problem-solving, and stakeholder-management skills.
Preferred Qualifications
•
Experience working in a Salesforce consulting or professional services environment.
•
Experience supporting Salesforce implementation and transformation projects.
•
Strong knowledge of Experience Cloud, Marketing Cloud, Data Cloud, or MuleSoft.
•
Knowledge of Salesforce integrations and APIs.
•
Experience with Jira, Confluence, Azure DevOps, or similar project/documentation tools.
•
Experience creating client-facing presentations and solution demonstrations.
•
Knowledge of public-sector or regulated-industry Salesforce projects is an advantage.
Key Skills
Salesforce: Salesforce Administration, Sales Cloud, Service Cloud, Salesforce Configuration, CRM, Reports & Dashboards, Data Management, Security, Salesforce Automation
Business Analysis: Requirements Gathering, Requirement Analysis, User Stories, Acceptance Criteria, Fit-Gap Analysis, Process Mapping, Functional Specifications, UAT, Stakeholder Management
Delivery: Agile/Scrum, Sprint Planning, Backlog Management and Solution Demonstrations.
Technical Documentation: BRD, FRD, Functional Specifications, Process Documentation, Solution Documentation, User Guides, Technical Writing, Requirement Documentation, Knowledge Base Documentation
Tools: Jira, Confluence, Azure DevOps, Microsoft Word, PowerPoint, Excel
What We Are Looking For
We are looking for someone who can bridge the gap between business requirements, Salesforce technology, and project delivery and technical teams while also having an interest in creating clear, structured, and professional technical documentation.
The ideal candidate is someone who wants to grow across Salesforce Consultant (Presales) and Technical Documentation/Presales.
Location: Indore / Pune
Work Model: Hybrid
About the company
Cloud SynApps is a fast-growing consulting and systems integration firm that focuses on cloud applications, primarily on Salesforce-based platforms. Cloud SynApps has its major operations in Canada, the USA, and India. We’ve actively built our Salesforce practice and have quickly grown into one of the strongest Systems Integrators within the Salesforce Public Sector space. While Public Sector is our passion, we are also growing into other areas like health, AWS & higher education.
We have implemented Salesforce solutions for several municipal, provincial/state, federal, and public sector clients. Our consultants and associates have deep industry expertise and live by our core values. We also invest heavily in developing unique Salesforce-based solutions and accelerators, which, in our experience, are required by our clients.
We believe in full transparency in whatever we do for our clients and internally, working with our associates. We are quickly growing, and that brings additional responsibility to treat everyone with respect and dignity. Integrity is one of our most important and foundational values. We follow ethical principles and always acknowledge the value each associate, partner, and client brings to the table.