Job Profile: Business Analyst

A Business Analyst thrives by diving into data to understand how an organisation and team operate and to help evaluate and improve their management processes and KPI’s. Sound like you? Take a look at a career as a Business Analyst.

They facilitate conversations to elicit what the goals are, what the pain points are, and help the team to define their future vision for management processes and performance monitoring. Typically business analysts will have Salesforce product knowledge as well as sound business management experience.

It suits someone with a passion for management consultancy who likes to improve business processes and enable the client to realise the key performance indicators that are outlined in their business plan and CRM strategy.

We would recommend training in Business Analysis, Requirements Engineering and Process Modelling.

What’s Salesforce? Salesforce is a customer relationship management solution that gives every business team⁠—from sales and marketing to commerce, service, and beyond—a single, shared view of every customer.

Typical Responsibilities of a Salesforce Business Analyst:

  • Collaborate with business stakeholders to understand business processes, identify gaps within current processes, define solutions to address gaps, document user stories and business requirements and associated business value
  • Support the prioritisation of user stories across multiple business processes and stakeholders to drive the most business value.
  • Prepare technical reports by collecting and analysing information and trends
  • Conduct meetings and presentations to key stakeholders
  • Write specifications, procedures, workflow charts and diagrams

These are the most common general skills listed in job postings for Salesforce Business Analyst roles. Chances are you already have some of these transferable skills:

  • Strong communication skills
  • Proven stakeholder management skills
  • Analytical problem-solving skills
  • Effectively communicate at multiple levels in the organisation
  • Excellent presentation and facilitation skills
  • Confident, self-assured, team-player, ambitious and driven


  • UK – £46,500 – £72,000
  • USA- $101,000 – $121,000
  • AUS – $110,000 – $140,000


  • Bachelor’s degree in business, IT or a related field
  • Salesforce Administration Certification desirable