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Salesforce Business Analyst – CRM & Marketing Content
Position Overview
We are seeking an experienced Salesforce Business Analyst (Functional) to support CRM initiatives within a leading organization in the pharmaceutical and life sciences industry.
This role will work closely with the Marketing Content Product Owner, business stakeholders, and technical delivery teams to translate business needs into actionable requirements, prioritize work, and ensure deliverables are appropriately scoped and sized for Agile sprint cycles.
The ideal candidate brings strong functional Salesforce knowledge, hands-on business analysis experience, and an understanding of marketing processes and content workflows. This individual must be comfortable partnering directly with business stakeholders, managing competing priorities, and bridging the gap between business objectives and technical execution.
Key Responsibilities
Business Analysis & Requirements Gathering
Partner with the Marketing Content Product Owner and business stakeholders to understand business objectives, challenges, and priorities.
Gather, analyze, and document functional business requirements for Salesforce CRM enhancements and marketing-related initiatives.
Translate business needs into clear user stories, acceptance criteria, and actionable development requirements.
Facilitate stakeholder discussions to clarify requirements, identify dependencies, and align expectations.
Evaluate existing business processes and recommend improvements that leverage Salesforce capabilities.
Agile Backlog Management & Sprint Planning
Collaborate with the Product Owner to maintain, refine, and prioritize the product backlog based on business value and delivery capacity.
Break down complex requirements into appropriately sized user stories that can be delivered within Agile sprint cycles.
Participate in backlog grooming, sprint planning, daily standups, sprint reviews, and retrospectives.
Work closely with development teams to support story estimation, identify dependencies, and clarify functional requirements.
Balance competing business priorities while ensuring realistic sprint commitments and delivery expectations.
Support testing, user acceptance testing (UAT), and validation of completed functionality.
Salesforce CRM Functional Expertise Apply a strong functional understanding of Salesforce to assess business requirements and recommend practical, scalable solutions.
Understand Salesforce platform capabilities, standard functionality, configurations, workflows, and system limitations.
Partner with Salesforce administrators, developers, and solution architects to ensure requirements are technically feasible and aligned with platform best practices.
Identify opportunities to improve CRM processes, automation, data quality, and user experience.
Support Salesforce enhancements and integrations across the broader CRM ecosystem.
Marketing Content & Stakeholder Collaboration
Support the Marketing Content Product Owner in delivering capabilities that improve marketing operations, content workflows, and customer engagement.
Collaborate with marketing and cross-functional teams to understand content management processes, campaign needs, and related CRM requirements.
Translate marketing business needs into Salesforce functional requirements and prioritized deliverables.
Ensure solutions align with business goals, organizational standards, and applicable pharmaceutical industry compliance requirements.
Communicate project progress, risks, dependencies, and decisions to business and technical stakeholders.
Required Qualifications
5+ years of experience in a functional Business Analyst, Salesforce Business Analyst, or similar CRM-focused role.
Strong hands-on functional knowledge of Salesforce CRM, including its core capabilities, workflows, configurations, and business applications.
Demonstrated experience gathering business requirements, writing user stories, and defining acceptance criteria.
Proven ability to collaborate with business stakeholders and Product Owners to prioritize and manage Agile backlogs.
Experience breaking down and sizing business requirements into manageable work items suitable for sprint delivery.
Strong understanding of Agile/Scrum methodologies, sprint planning, backlog refinement, and iterative software delivery.
Experience supporting marketing-related business processes, content workflows, or CRM-driven marketing initiatives.
Ability to communicate effectively with both technical and nontechnical stakeholders.
Strong analytical, problem-solving, organizational, and documentation skills.
Experience supporting UAT, functional testing, and release readiness activities.
This position is a Remote/Telecommute position.
Preferred Qualifications
Experience working within the pharmaceutical, life sciences, or healthcare industry.
Familiarity with Salesforce Marketing Cloud, Salesforce Data Cloud/Data 360, or other Salesforce marketing-related capabilities.
Experience with Veeva or other CRM platforms used within regulated industries.
Knowledge of marketing content management, campaign workflows, customer engagement, and commercial operations.
Experience using Jira, Azure DevOps, or similar Agile project management tools.
Salesforce certifications, such as Salesforce Certified Business Analyst or Salesforce Administrator.
Familiarity with data governance, privacy, and regulatory compliance requirements within pharmaceutical environments.
What Success Looks Like
A well-maintained, prioritized product backlog with clearly defined and actionable user stories.
Business requirements accurately translated into appropriately sized Agile sprint deliverables.
Strong alignment between the Marketing Content Product Owner, business stakeholders, and Salesforce technical teams.
Consistent delivery of Salesforce enhancements that support marketing objectives and improve operational efficiency.
Proactive identification of dependencies, risks, and opportunities for process improvement.
Clear communication, effective stakeholder management, and high-quality functional documentation.
TruSummit Solutions is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. All applicants must be authorized to work in the United States.
