Salesforce Business Analyst
at Agilysys, Inc.

Position Overview

We are seeking a Salesforce Business Analyst with strong functional knowledge and hands-on Salesforce Admin skills to support our growing business. This hybrid role will be responsible for driving business process improvements, user adoption, and executive reporting while ensuring the Salesforce platform is configured to meet evolving needs.

The ideal candidate will act as a bridge between business stakeholders and technical teams, partnering closely with sales leaders, executives, and end users to define requirements, translate them into solutions, and ensure Salesforce is effectively leveraged across the organization.

Key Responsibilities

Business Analysis & Process Improvement

• Engage with sales leaders, executives, and end users to gather, document, and prioritize business requirements.

• Translate business needs into user stories, process flows, and solution designs.

• Identify opportunities to optimize business processes within Salesforce and connected applications.

• Drive user adoption initiatives through training, communications, and change management.

• Host regular cadence meetings with Sales teams to review system change requests, improvements and feedback.

• Facilitate CRM Steering Committee meetings, ensuring alignment between business strategy and Salesforce roadmap.

Salesforce Administration

• Support data quality efforts (deduplication, imports, validation).

• Assist in release testing and facilitate UAT, and User training.

Stakeholder & Technical Collaboration

• Partner with Sales & Executive leadership to deliver accurate reporting and actionable insights.

• Provide end-user support, resolving issues and escalating where needed.

• Work closely with Salesforce developers in our India office to design, test, and deploy enhancements.

• Collaborate with IT, Vendors and integration partners to ensure smooth end-to-end solutions.

Qualifications

• Around 5+ years of Salesforce experience as a Business Analyst, Admin, or hybrid role.

• Proven track record of working with Sales leaders and executives in a tech or SaaS environment.

• Strong knowledge of Sales Cloud (Service Cloud or other Salesforce products a plus).

• Hands-on experience with Salesforce reports, dashboards and Analytics.

• Excellent business process mapping, documentation, and requirements gathering skills.

• Strong communication skills, with ability to influence adoption and train non-technical users.

• Experience facilitating cadence meetings and steering committees preferred.

• Familiarity with offshore collaboration and Agile/Scrum methodology.

• Salesforce Administrator certification required, Business Analyst certification a plus