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. .