Business Analyst II - Salesforce Job at Robert Half, San Ramon, CA

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  • Robert Half
  • San Ramon, CA

Job Description

Description Our client in the staffing industry is seeking a Business Analyst II to join their Salesforce Competency Center. This role is pivotal in driving business process transformation as the organization modernizes its Salesforce environment from Classic to Lightning over the next 2-3 years. The Business Analyst will serve as a strategic liaison between business stakeholders and technical teams, documenting current processes, defining future-state solutions, and enabling system enhancements aligned with business goals. Key Responsibilities Analyze and refine business requests and ad hoc requirements to design solutions that support business strategies. Independently gather, analyze, and document business requirements for new initiatives and ongoing projects. Collaborate with subject matter experts across departments to understand business needs and translate them into formal documentation. Partner with managers and senior team members to ensure high-quality requirements delivery. Evaluate platform features and gather stakeholder feedback to ensure alignment with business needs. Document business processes using standardized tools and frameworks, such as usability journeys and process maps. Maintain an advanced understanding of Salesforce platform capabilities and their application to business functions. Support automation and process improvement initiatives by identifying opportunities and facilitating implementations. Build and maintain strong relationships with stakeholders; lead requirement discussions and foster collaboration. Utilize data visualization tools (e.g., Power BI, Tableau) and SQL to derive insights and support business cases. Communicate changes and project status updates to various corporate services teams. Encourage collaboration across teams and solicit feedback on tools, processes, and proposed solutions. Ensure exceptional internal customer service throughout all interactions. Requirements Associate degree, certification, or equivalent experience in a relevant field. Minimum 2+ years of experience in a business functional role and 3+ years supporting business applications. Proficient in Microsoft Office Suite and experienced in the full Software Development Lifecycle (SDLC). Familiarity with enterprise-level systems and their business implications. Working knowledge of Salesforce with the ability to map platform features to business use cases. Strong communication skills with the ability to translate complex business information to both technical and non-technical audiences. Skilled in developing process flows, usability documentation, and functional specifications. Capable of conducting fit/gap analyses, documenting requirements, and validating findings with stakeholders. Experience developing detailed test plans for mid-sized projects or initiatives. Demonstrated ability to manage multiple priorities and adapt in a dynamic work environment. Proficient in SQL and capable of writing complex queries and reports. Experience managing project timelines and deliverables effectively. Able to mentor entry level analysts, conduct training sessions, and contribute to knowledge sharing. Strong problem-solving, documentation, and meeting facilitation skills. Preferred Certifications (Nice to Have) Salesforce Certified Business Analyst Salesforce Certified Administrator Salesforce Platform App Builder This is an exciting opportunity for someone passionate about driving digital transformation and optimizing business operations through the power of Salesforce. Technology Doesn't Change the World, People Do.® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work,

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