Quick overview
Job description
CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.
By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
We are seeking a Salesforce Business Analyst with 3–5 years of experience in a Salesforce consulting or professional services environment. This role is designed for a collaborative, client-facing professional who brings strong business analysis skills and a solid understanding of the Salesforce platform. The ideal candidate does not need to perform hands-on configuration but should have direct experience supporting Salesforce implementations in a BA capacity.
What You'll Do:
- Partner with clients to understand business goals, document requirements, and translate them into clear user stories and functional specifications.
- Facilitate and support discovery sessions, workshops, and stakeholder interviews to gather and validate business requirements.
- Collaborate closely with Salesforce configurators, developers, and project managers to ensure requirements are accurately understood and delivered.
- Analyze complex business processes and break them down into smaller, manageable, and actionable requirements across the full project lifecycle — from discovery through deployment.
- Maintain and prioritize the product backlog, working with technical teams to refine user stories and define acceptance criteria.
- Support system integrations by identifying business needs and facilitating collaboration between client stakeholders and technical teams.
- Contribute to the development and delivery of client-facing deliverables, including process documentation, training materials, and status reports.
- Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions to ensure smooth project execution.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
What You'll Bring:
- 3–5 years of experience in a Salesforce consulting firm or professional services environment, supporting Salesforce implementation projects in a Business Analyst role.
- Solid understanding of the Salesforce platform, including core objects, the data model, and key product areas such as Sales Cloud, Service Cloud, and/or Experience Cloud — without the need for hands-on configuration expertise.
- Experience facilitating requirements-gathering sessions and translating business needs into user stories, process flows, and functional documentation.
- Familiarity with Agile/Scrum methodologies and project management practices.
- The ability to work within a team environment, supported by strong communication and interpersonal skills.
- Well-organized, results-driven, and the ability to work comfortably in a fast-paced consulting environment with multiple client engagements.
- Excellent organizational, verbal, presentation/facilitation, and written communication skills.
- Willingness to travel for client and team engagements as needed.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.
Qualifications:
- Bachelor's degree or equivalent work experience
- Salesforce certifications (e.g., Salesforce Administrator, Business Analyst) are a plus but not required.
- Experience in a consulting or professional services environment is required.
Haystack's AI agent can fill in and submit this application for you. How AI auto apply works
Similar jobs
- TW
Business Planning Manager, Target & DrugRecently posted Auto Apply
The Wonderful Company · Minneapolis, MN · Hybrid · Posted 14 Nov 2026 🇺🇸
Microsoft ExcelMicrosoft PowerPointSales Analytics+2SalesSalary not listed - PC
Operations Research Analyst Auto Apply
ProSidian Consulting, LLC · Charlotte, NC · On-site 🇺🇸
Microsoft ExcelMicrosoft OfficeMicrosoft Word+6Salary not listed - PC
Monitoring, Evaluation and Learning (MEL) Specialist [PR0004A] Auto Apply
ProSidian Consulting, LLC · Washington, DC · On-site 🇺🇸
Microsoft ExcelMicrosoft OfficeMicrosoft Word+3Operations & Project ManagementSalary not listed - PC
Program Analyst (PA) [PR0002A] Auto Apply
ProSidian Consulting, LLC · Washington, DC · On-site 🇺🇸
Microsoft ExcelMicrosoft OfficeMicrosoft Word+1Operations & Project ManagementSalary not listed - PC
Personnel Recovery Program Analyst (PR0001B) Auto Apply
ProSidian Consulting, LLC · Springfield, VA · On-site 🇺🇸
Microsoft ExcelMicrosoft OfficeMicrosoft Word+3Operations & Project ManagementSalary not listed - FL

Sales Operations AnalystRecently posted Auto Apply
Figure Lending · Remote; San Francisco · Remote · Posted 14 Nov 2026 🇺🇸
OnboardingBlockchainCompliance+4Sales$76.6k - $100k/yr - AU

Founders AssociateRecently posted Auto Apply
Aureliussystems · San Francisco · On-site · Posted 14 Nov 2026 🇺🇸
FiberSQLScheduling+1Salary not listed - QU

Product AnalystRecently posted Auto Apply
Quantifind · New York City · Hybrid · Posted 13 Nov 2026 🇺🇸
SQLMicrosoft ExcelGit+9$95k - $125k/yr - CA
Senior Sales Operations AnalystRecently posted Auto Apply
Canonical_managed_posts · Charlotte Amalie · Hybrid · Posted 10 Nov 2026 🇺🇸
CRMCustomer RetentionCustomer Success+5SalesSalary not listed - CA
Senior Sales Operations AnalystRecently posted Auto Apply
Canonical_managed_posts · New York · Hybrid · Posted 10 Nov 2026 🇺🇸
CRMCustomer RetentionCustomer Success+5SalesSalary not listed - BR

Sales Strategy and Operations, Senior Analyst Auto Apply
Browserbase · San Francisco · Hybrid · Posted 19 Oct 2026 🇺🇸
SQLLookerSnowflake+12Sales$120k - $160k/yr - AD
Client Specialist – Retail Data & Project ManagementRecently posted Auto Apply
Avery Dennison · Cincinnati, OH · Hybrid · Posted 13 Nov 2026 🇺🇸
Microsoft ExcelMicrosoft PowerPointProject ManagementOperations & Project Management$80k - $100k/yr
