Business Analyst (Salesforce) X2
K2 University
Job Description
(2) Business Analyst with Salesforce experience positions within our Deal Manager and Customer IQ (LINK IQ) pods Job description: General BA Expectations Ensure requirements are clearly documented and kept current in Confluence and/or user stories, so the team has a shared, reliable reference throughout discovery and delivery. When decisions or clarifications occur verbally or through chat, summarize the outcome in the appropriate requirement or user story to maintain visibility and alignment. Be curious and ask questions that demonstrate clear thought process Understand and own the end-to-end business process and workflows for all personas Understand the Salesforce user experience and connect it back to business outcomes Leverage SQL-based languages (JQL, SOQL) to support data analysis, preparation, and testing – Optional Stakeholder Partnership and Communication Ownership The BA owns the day-to-day relationship with business stakeholders for the teams they support. This includes actively managing communication through established Teams channels and other agreed communication paths. When stakeholders log bugs, surface new requests, or ask questions about processes, the BA is accountable for managing the conversation and ensuring timely, thoughtful responses. Responsibilities include: Monitoring and actively participating in Teams channels used by supported business groups Acknowledging bugs, enhancement requests, and questions in a timely manner Clarifying context, impact, and urgency with stakeholders Guiding stakeholders through the appropriate intake, prioritization, and delivery process Coordinating with the delivery team to drive responses and resolution Providing regular status updates, even when immediate resolution is not available Keeping direct manager/team up to date when conversations are being held in private Teams chats/channels o 1:1 Teams chats happen often, provide updates somewhere (i.e., related Jira ticket) The BA acts as a trusted partner and advocate for the business and is responsible for ensuring stakeholders feel supported, informed, and confident that their needs are actively managed throughout discovery, delivery, and post-implementation. Discovery and Requirement Ownership Initial Discovery and Requirement Gathering Collaborate with business stakeholders and internal technology partners to understand business context, goals, and pain points Conduct interviews and workshops and review existing documentation and process maps to identify gaps and opportunities Define scope and document requirements in the Business Requirement Document (BRD) in Confluence Business Requirements Document (Brd) Ownership and Signoff Document functional and non-functional requirements clearly and completely Prioritize requirements with the business based on value, feasibility, and urgency using the MOSCOW method Review the finalized BRD with stakeholders and internal technology partners Own and obtain formal signoff from business stakeholders Post signoff, translate approved requirements and solution context into detailed user stories for the development team Delivery Support and Ongoing Alignment Serve as the primary point of contact for requirement-related questions during delivery Clarify intent and context for the development team as needed Ensure business decisions, scope changes, and tradeoffs are clearly communicated and documented Maintain alignment between business expectations and delivered functionality Delivery Ceremonies and BA Responsibilities The BA is expected to actively participate in and support all relevant delivery ceremonies to ensure alignment between business needs, delivery execution, and stakeholder expectations. Intake and Request Triage Serve as the first point of engagement for new bugs, enhancement requests, and process questions raised through Teams channels or agreed intake paths Clarify problem statements, business impact, urgency, and success criteria with stakeholders Determine appropriate next steps, including backlog entry, discovery, or follow-up discussion Set clear expectations with stakeholders on process, prioritization, and timing Backlog Refinement and Grooming Ensure user stories are clearly written, well-scoped, and aligned to approved requirements Provide business context and clarify intent for the delivery team Confirm acceptance criteria are complete and testable Identify dependencies, risks, and open questions requiring business input Ensure stories are ready for prioritization and planning Sprint Planning Support prioritization discussions by reinforcing business value, urgency, and tradeoffs Clarify scope and intent of stories being pulled into the sprint Confirm stakeholder alignment on sprint goals when applicable Sprint Execution and Ongoing Delivery Act as the primary point of contact for requirement-related questions during the sprint Clarify intent, edge cases, and business rules as questions arise Communicate scope changes, decisions, and impacts to stakeholders in a timely manner Ensure business stakeholders are aware of progress and any emerging risks Demos and Reviews Ensure delivered functionality is clearly mapped back to business requirements and expectations Support walkthroughs by providing business context and intended outcomes Capture stakeholder feedback, questions, and follow-up items Drive clarity on acceptance, refinements, or next steps Retrospectives and Continuous Improvement Participate in retrospectives with a focus on improving discovery, communication, and delivery effectiveness Surface recurring stakeholder pain points or process gaps Contribute actionable improvement ideas related to BA practices and stakeholder engagement QA/Testing Develop and execute functional test plans with business subject matter experts Collaborate with Quality Assurance team to transfer knowledge and support development quality testing. Develop user acceptance test (UAT) plans and tools, and manage the UAT process Develop business facing UAT scripts based on Jira tickets, Confluence Ensure test results are identified, documented, tracked, reported, and resolved in a timely manner Communicate technical and process changes to development team Meetings, Notes, and Communication Hygiene Call and Meeting Preparation Prepare and maintain meeting pages, cloning from prior sessions when applicable to retain action items Update agendas and clearly identify discussion topics and decisions needed During Meetings Take accurate notes during meetings to capture context, decisions, and open questions Do not rely solely on AI-generated summaries without reconciliation Post-Meeting and Async Updates Clean up AI summaries and reconcile them with personal notes Clearly document decisions, action items, owners, and follow-ups Share timely updates back to stakeholders through Teams or agreed channels Ensure open questions and action items are tracked through to resolution Education / Experience, Preferred Certifications, Core Skills and Attribute Requirements Education / Experience Bachelor’s degree or equivalent practical experience 4+ years of experience as a Business Analyst or Agile delivery professional in enterprise environments Proven experience supporting enterprise or portfoliolevel Agile programs, not just single teams Experience working alongside Developers.
Business Stakeholders, Program Managers and PMOs in a structured delivery model Familiarity with Salesforce delivery, systems integration, or largescale business transformation initiatives Strong facilitation, communication, and conflictresolution skills Ability to influence without authority / operate effectively in a highly matrixed organization Experience working in scaled Agile environments Preferred Certifications Agile or Lean certifications supporting enterprise delivery models Core Skills & Attributes Servant leadership and Agile coaching mindset Crossteam dependency and risk management Strong stakeholder communication and executive readiness Comfort operating between Agile teams and more traditional PMO structures Continuous improvement and enterprise systems thinking #J-18808-Ljbffr