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salesforce Business Analyst - CA Locals
Everest Global SolutionsPalo Alto, CA🇺🇸United StatesPosted 10 Aug 2026
Quick Overview
Work Type
Hybrid
Level
Mid Senior
Job Description
Position : SFDC BA
Location: CA
Salesforce certifications
(Administrator, Platform App Builder, or Project
Manager/Consultant credentials preferred).
Key Responsibilities:
Lead end-to-end Salesforce project lifecycle, including planning, execution,
monitoring, and closure.
Collaborate with business stakeholders to define project scope, requirements,
timelines, and deliverables
Coordinate with Salesforce admins, developers, architects, and third-party vendors to
ensure seamless execution.
Develop and maintain detailed project plans, including resource allocation, budgets,risks, and issue tracking.
Facilitate Agile ceremonies (daily stand-ups, sprint planning, retrospectives) and ensure adherence to project methodology.
Manage change requests, ensuring impact analysis and approvals are properly handled.
Ensure compliance with Salesforce best practices, governance, and security
standards.
Provide regular status updates and executive-level reporting on project progress, risks, and dependencies.
Drive user adoption by supporting training, change management, and stakeholder communications.
Act as the escalation point for project-related issues and work to resolve them quickly.
Support post-go-live hypercare, triage production defects, and manage
enhancement requests within a structured release
management cycle."
Deep functional understanding of mid-term contract amendments, including add-ons, upsells, downgrades, early renewals,
cancellations, and co-terming logic
Partner with Sales Ops, Customer Success, and Finance to define key
SaaS/recurring revenue metrics (e.g., ARR/MRR,
Churn, Net Revenue Retention (NRR), and Renewal Rates) and reflect them in system reporting.
Required Qualifications:
Bachelor’s degree in Computer Science, Business, Information Systems, or related field (MBA preferred).
10+ years of project management experience, with at least 5 years managing Salesforce projects.
Strong understanding of Salesforce ecosystem (Sales Cloud, Service Cloud,
Marketing Cloud, CPQ, etc.).
Experience with Agile and Waterfall methodologies; Scrum Master or PMP
certification is a plus.
Excellent stakeholder management, communication, and presentation skills.
Strong problem-solving skills with the ability to manage competing priorities in a fast-paced environment.
Preferred Skills:
Experience with tools such as JIRA, Asana, or MS Project for project tracking.
Familiarity with Salesforce integration tools ( Netsuite).
Exposure to release management and DevOps tools (Copado).
Ability to manage vendor relationships and contracts.
Location: CA
Salesforce certifications
(Administrator, Platform App Builder, or Project
Manager/Consultant credentials preferred).
Key Responsibilities:
Lead end-to-end Salesforce project lifecycle, including planning, execution,
monitoring, and closure.
Collaborate with business stakeholders to define project scope, requirements,
timelines, and deliverables
Coordinate with Salesforce admins, developers, architects, and third-party vendors to
ensure seamless execution.
Develop and maintain detailed project plans, including resource allocation, budgets,risks, and issue tracking.
Facilitate Agile ceremonies (daily stand-ups, sprint planning, retrospectives) and ensure adherence to project methodology.
Manage change requests, ensuring impact analysis and approvals are properly handled.
Ensure compliance with Salesforce best practices, governance, and security
standards.
Provide regular status updates and executive-level reporting on project progress, risks, and dependencies.
Drive user adoption by supporting training, change management, and stakeholder communications.
Act as the escalation point for project-related issues and work to resolve them quickly.
Support post-go-live hypercare, triage production defects, and manage
enhancement requests within a structured release
management cycle."
Deep functional understanding of mid-term contract amendments, including add-ons, upsells, downgrades, early renewals,
cancellations, and co-terming logic
Partner with Sales Ops, Customer Success, and Finance to define key
SaaS/recurring revenue metrics (e.g., ARR/MRR,
Churn, Net Revenue Retention (NRR), and Renewal Rates) and reflect them in system reporting.
Required Qualifications:
Bachelor’s degree in Computer Science, Business, Information Systems, or related field (MBA preferred).
10+ years of project management experience, with at least 5 years managing Salesforce projects.
Strong understanding of Salesforce ecosystem (Sales Cloud, Service Cloud,
Marketing Cloud, CPQ, etc.).
Experience with Agile and Waterfall methodologies; Scrum Master or PMP
certification is a plus.
Excellent stakeholder management, communication, and presentation skills.
Strong problem-solving skills with the ability to manage competing priorities in a fast-paced environment.
Preferred Skills:
Experience with tools such as JIRA, Asana, or MS Project for project tracking.
Familiarity with Salesforce integration tools ( Netsuite).
Exposure to release management and DevOps tools (Copado).
Ability to manage vendor relationships and contracts.
Skills
Salesforce
Scrum
Agile
Jira
Stakeholder Management
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