Salesforce Marketing BSA / Functional Owner (SFDC Marketing

Job Summary – Salesforce BSA (Marketing)

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We are looking for a high-performing Salesforce Business Analyst to bridge the gap between Marketing/Sales stakeholders and our technical delivery teams. You will lead the discovery and documentation of complex Salesforce enhancements, with a heavy focus on optimizing the Lead-to-Opportunity (L2O) funnel.

The ideal candidate produces documentation—User Stories, Process Maps, and UAT plans—that drive consistent execution across internal teams and global consultant partners.

Core Responsibilities

1. Marketing-to-Sales Process Design (L2O)
   • Lead Flow Optimization:

     Define requirements for lead intake, scoring, and automated routing to ensure a seamless transition from Marketing to Sales.

   • Conversion Mapping:

     Document the functional logic for converting Leads to Accounts, Contacts, and Opportunities, including custom field mapping and validation rules.

   • Campaign Attribution:

     Partner with Marketing to ensure Salesforce architecture supports accurate ROI tracking and campaign influence reporting.

2. Requirements Leadership & Documentation
   • Discovery:

     Lead workshops to capture business pain points and translate them into Epics and User Stories with rigorous Acceptance Criteria.

   • Process Mapping:

     Use Lucidchart to build As-Is and To-Be flows to identify bottlenecks in the sales motion.

   • Delivery Artifacts:

     Own the Business Design Documents (BDDs) and ensure a clear "Definition of Ready" before developers begin a sprint.

3. Functional Support & Collaboration
   • Technical Liaison:

     Partner with Salesforce Architects to validate that technical designs (Flows, Apex, Integrations) meet the original business intent.

   • Agile Execution:

     Active participation in Sprint Planning, Backlog Refinement, and Retrospectives.

4. Testing & Adoption
   • UAT Leadership:

     Create end-to-end test scenarios, coordinate business sign-off, and manage defect triage.

Required Qualifications

• Experience:

  7+ years as a Business Analyst, with 3+ years dedicated to the Salesforce ecosystem.

• Domain Expertise:

  Proven experience in Marketing Operations or Sales Ops, specifically managing lead-to-appointment or lead-to-opportunity workflows.

• Tools:

  Expert level in Jira, Confluence, and Lucidchart.

• Certifications:

  Salesforce Certified Business Analyst or Administrator is required. Sales Cloud Consultant is a plus.

• Communication:

  Exceptional English verbal and written skills; ability to influence stakeholders in the US (PST) and India (IST).

• Agile Fluency:

  Deep understanding of Scrum methodologies and the ability to manage a groomed backlog.