Senior Salesforce Business Analyst

Role Overview

We are seeking a Lead / Senior Salesforce Business Analyst with approximately 8 years of professional experience, specializing in enterprise access management, security rationalization, and Salesforce platform architecture.

The role involves leading end-to-end business analysis for a large-scale access and security transformation initiative.

The candidate will bridge the gap between business stakeholders and technical architects by conducting current-state security audits, facilitating cross-functional persona workshops, mitigating access risks, and designing streamlined and scalable Role-Based Access Control (RBAC) models.

A strong understanding of modern Salesforce security constructs, Agentic AI/Agentforce, Flow orchestration, and enterprise governance standards is required to support sustainable and future-ready implementations.

Key Responsibilities

1. Persona Workshops & Requirements Elicitation

• Facilitate discovery workshops across global business units.
• Define user personas.
• Map core business processes.
• Establish least-privilege access models.

1. Current-State Audit & Inventory Assessment

• Oversee the extraction, mapping, and audit of legacy Salesforce security assets, including:
• Profiles
• Permission Sets
• Permission Set Groups
• Roles
• Queues
• Licenses
• Integration/System Users

1. Access Risk, SoD & Compliance Analysis

• Identify operational risks associated with:
• Over-privileged access
• Orphaned accounts
• Segregation of Duties (SoD) violations
• License bloat
• Produce actionable risk remediation matrices and impact analyses.

1. Permission Model Rationalization

• Design target-state RBAC and ABAC architectures using:
• Permission Set Groups
• Muting Permission Sets
• Restriction Rules
• Public Groups
• Reduce technical debt and enforce modern governance practices.

1. AI & Automation Governance

• Evaluate and define access boundaries for advanced platform capabilities, including:
• Agentforce / Agentic AI
• Einstein features
• Automated Flows
• Ensure AI agents and automation operate within strictly defined security guardrails.

1. Stakeholder Management & Documentation

• Translate complex security concepts into executive-ready reports.
• Create and maintain:
• User Stories
• Traceability Matrices
• Change Management Documentation
• Secure stakeholder alignment and buy-in from business and IT leadership.

Required Skills & Qualifications

Professional Experience

• 8–10 years of total experience as a Business Analyst.
• 5+ years dedicated to Salesforce enterprise implementations and security/data governance projects.

Salesforce Security

Deep functional understanding of Salesforce sharing architecture, including:

• Organization-Wide Defaults (OWD)
• Role Hierarchy
• Sharing Rules
• Permission Sets
• Field-Level Security
• Restriction / Scoping Rules

Identity & Access Management (IAM)

Knowledge of:

• SSO
• MFA
• OAuth Flows
• Connected Apps
• Integration User Patterns
• Segregation of Duties (SoD) frameworks

Methodologies & Deliverables

Demonstrated ability to create:

• Business Requirements Documents (BRDs)
• Functional Specifications
• Current-to-Future State Mapping Matrices
• Process Flowcharts using Lucidchart / Visio
• Jira / ADO User Stories

Communication & Leadership

• Exceptional facilitation skills.
• Ability to lead workshops with:
• Business Leaders
• Compliance Officers
• Technical Architects

Preferred Certifications

• Salesforce Certified Business Analyst
• Salesforce Certified Administrator / Advanced Administrator
• Salesforce Certified Identity and Access Management Architect
• PMI-PBA or CBAP – Bonus