Senior Salesforce Functional Analyst

Key Accountabilities:

• Business Analysis – Work with stakeholders to understand the business requirement and document them (user stories) by collaborating with business analyst. Create Visio flows to document new/existing business processes/functionality.

• Quality Assurance - Design, develop, and execute comprehensive system test cases for enhancements on Salesforce platform, including managed packages and connected solutions.  Perform regression testing to ensure new changes don't adversely affect existing functionality. Work closely with cross functional teams in testing the integrations between salesforce and other enterprise systems.  Maintain testing artifacts. Conduct smoke (end to end) testing of changes during the sprint release deployment on weekend once every 3 weeks. Identify, reproduce, report and verify bugs. Adhere to and help refine standard bug tracking and verification processes.

• Customer Support – Provide demos to business stakeholders on new enhancements. Provide required support (test date creation, training) to business stakeholder in completing User Acceptance testing.

• Salesforce Configuration - Administer a range of declarative solutions in support of sprint work and resolving production if needed.

• Collaboration and Issue Resolution - Work closely with business analysts to understand requirements and translate them into effective test scenarios.  Identify, document, and track defects throughout the testing lifecycle.  Collaborate with the development & administration team to ensure timely resolution of identified issues.  Participate in Agile ceremonies and contribute to sprint planning and retrospectives.

• Continuous Improvement: Analyze bugs, perform root cause analysis, and document results to ensure continuous improvement. Stay updated on the latest Salesforce releases and features, assessing their impact on existing systems and tests.

• Proactively suggest improvements to testing processes and tools.  Mentor junior team members in Salesforce testing practices and methodologies.
  

Skills:

Quality Assurance:

• Experience in working with different business stakeholders to understand business requirements or issues and document them (user stories/bugs).

• Experience in end-to-end testing of Salesforce Solutions, including configuration, customization, and integrations with other systems.

• Ability to plan, design, develop, and execute comprehensive system test cases for enhancements on Salesforce platform.

• Experience in Salesforce automation (Ex: Selenium) testing.

• Ability to conduct root-cause analyses on issues and effectively document and communicate feedback on improvements to core development team.
  

Customer Service:

• Proven track record of providing exceptional customer service to stakeholders at all levels (including C-suite) and managing production issues in a tracking system with meticulous attention to detail.

• Skilled at demonstrating new and existing features to facilitate issue resolution and support training efforts (e.g., user acceptance testing or a launch of new features).
  

Salesforce:

• Ability to administer all aspects of the Sales Cloud, including the following features:

• Security and access – org-wide defaults, account teams, sharing rules, public groups, queues, roles, the role hierarchy, profiles, permission sets, and permission set groups.

• Configuration - Flow (including working knowledge of migration from workflow rules to process builders and Flow), approvals processes, lead and case assignment rules, validation rules (with hands on knowledge of complex formulas and logic), fields, page layouts, Lightning record pages, dynamic forms, Reports and dashboards.

• Data management in Salesforce – ability to upload and update data utilizing Data Loader, Workbench and other common tools.

• Good understanding of Salesforce CRM Application Modules & Processes and Salesforce Security.
  

Other:

• Microsoft Excel skills to clean and manipulate data – experience with Excel formulas to compare datasets.

• Practical experience with Agile methodologies and related tools (e.g., Jira).

• Excellent interpersonal, verbal and written communication skills.

• Maintains a flexible attitude with respect to work assignments and new learning.

• Works independently in a fast-paced environment, prioritizes effectively and adapts readily to changing priorities, manages multiple and varied tasks    with enthusiasm.

• Proactive mindset - demonstrates a bias for action and continuous improvement.

• Should be able to work in shifts 12 to 9 PM IST and provide support on weekend releases.
  

Knowledge and Experience:

• 5+ years of hands-on Salesforce with strong focus on business analysis, system & integration testing.

• Strong understanding of Salesforce architecture, data model, and business processes.

• Knowledge of the full sales cycle from lead generation and request for proposal to the contract lifecycle (work orders to changes in scope).

• Proficiency in creating and executing test plans, test cases, and test scripts.

• Knowledge of automated testing tools for Salesforce (e.g., Provar, Selenium, Copado Robotic Testing).

• Familiarity with API testing tools and techniques.

• Understanding of Agile methodologies and experience working in Agile environments.

• Excellent analytical and problem-solving skills.

• Strong communication skills and ability to work effectively in a team environment.

• Experience in healthcare, clinical development, or related field preferred.

• Business analyst experience preferred.
  

Education:

• Salesforce Administrator Certification (required).

• Bachelor’s degree (required).