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Business Analyst III - Salesforce

Robert HalfSan Ramon, CA🇺🇸United States

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationSan Ramon, CA, United States
SalesforceAgile

Job description

Description
Robert Half, one of FORTUNE's World's Most Admired Companies and a Fortune 100 Best Companies to Work For, is seeking a Business Analyst III to join the ATI Salesforce Competency Center. This role serves as the bridge between business stakeholders and technical teams, translating business needs into scalable Salesforce solutions while driving process improvements across the organization.
What You'll Do
  • Lead business analysis efforts, requirements gathering, and feature definition to improve efficiency, quality, compliance, and user experience.
  • Facilitate discovery sessions, stakeholder interviews, workshops, and requirements documentation.
  • Partner with business leaders, IT teams, and vendors to evaluate solutions, perform fit-gap analyses, and recommend improvements.
  • Document business processes, workflows, user journeys, and system requirements.
  • Assess impacts to current and future business processes, including upstream and downstream dependencies.
  • Serve as a liaison between business stakeholders, technical teams, and field locations.
  • Develop reports, dashboards, and insights that support data-driven decision-making.
  • Facilitate stakeholder meetings, training sessions, and change management activities.
  • Support process optimization initiatives and identify opportunities to leverage Salesforce capabilities.
  • Perform basic configuration in non-production environments to demonstrate potential solutions.
  • Mentor team members and act as a trusted advisor, aligning business objectives with technical solutions.

Requirements
  • Associate degree, certification, or equivalent professional experience.
  • 5+ years of business analysis experience supporting enterprise applications.
  • Strong understanding of Software Development Lifecycle (SDLC) methodologies and Agile delivery.
  • Experience gathering, documenting, and validating business requirements.
  • Ability to create process flows, workflow diagrams, and functional documentation.
  • Knowledge of Salesforce and the ability to align platform capabilities with business needs.
  • Experience conducting fit-gap analysis and supporting medium to large-scale initiatives.
  • Strong reporting, query, and analytical skills.
  • Excellent verbal and written communication skills with both technical and non-technical audiences.
  • Ability to influence stakeholders, facilitate discussions, and drive work to completion.
  • Experience managing multiple priorities and project deliverables in a fast-paced environment.

Preferred Qualifications
  • Salesforce Administrator Certification and/or Salesforce Business Analyst Certification.
  • Experience with Sales Cloud and/or Service Cloud.
  • Experience facilitating discovery workshops and requirements sessions.
  • Exposure to Salesforce Lightning migrations.
  • SQL and/or SOQL experience.
  • Familiarity with AI, Agentforce, and emerging Salesforce capabilities.

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 and Privacy Notice.

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