Salesforce Technical Business Analyst

Idealforce has contract position available immediately for a Salesforce Technical Business Analyst to join our customer in Phoenix,AZ. This a Hybrid Position Please find below additional details about this job. Only Local Candidates are considered for this role. LOCAL TO PHOENIX ONLY

Position Overview

We are seeking a Senior Salesforce Agile Business Analyst with proven experience in large-scale Case Management Systems to serve as the functional anchor for modernizing our mission-critical legacy mainframe application into Salesforce.

The primary focus of this role is eliciting complex business requirements from operational stakeholders, translating them into crisp, actionable user stories, and running day-to-day Scrum ceremonies. You will act as the vital bridge between non-technical business units (caseworkers, supervisors, leadership) and the technical engineering teams (Salesforce developers, Mainframe SMEs, Informatica conversion engineers, and MuleSoft integrators). A solid conceptual understanding of the end-to-end data flow—from legacy Mainframe extraction through SQL staging layers and into Salesforce—is essential to ensure that business logic and data integrity remain aligned throughout the modernization lifecycle.

Key Roles & Responsibilities

1. Requirements Elicitation & User Story Translation

Lead requirement discovery workshops, interviews, and process observation sessions with caseworkers, and operations managers to unpack legacy processes.

Deconstruct legacy "green-screen" workflows into modern, intuitive Salesforce Case Management experiences (case intake, automated routing, milestone tracking, docket history, approvals, and closure).

Translate high-level business needs into epics, detailed user stories, and clear acceptance criteria using the INVEST framework and Given-When-Then (Gherkin) format.

Build current-state vs. future-state process flowcharts, workflow diagrams, wireframes, and functional design documents.

2. Scrum Facilitation & Agile Delivery

Facilitate core Scrum ceremonies: Sprint Planning, Backlog Refinement/Grooming, Daily Standups, Sprint Demos/Reviews, and Retrospectives.

Partner with the Product Owner to maintain, prioritize, and groom the product backlog, ensuring stories meet the Definition of Ready (DoR) before sprint commitment.

Core Experience

Salesforce Platform & Case Management (5+ years):

Direct experience as a Business Analyst delivering large-scale Salesforce Service Cloud or custom Case Management implementations.

In-depth understanding of standard case objects, queues, Omni-Channel routing, assignment rules, case history, record types, and role-based sharing models.

Agile / Scrum Leadership (3+ years):

Proven experience acting as a Scrum Master or Agile BA, driving sprint cadence, backlog management, and sprint ceremonies in Jira or Azure DevOps.

Data Flow & Systems Literacy:

Solid conceptual understanding of multi-tier data pipelines (Source Staging Target ETL Application layer).

Ability to write fundamental SQL queries (SELECT, JOIN, WHERE, GROUP BY) to validate data in staging tables.

Conceptual familiarity with how Informatica (batch data loads), MuleSoft (system integrations/APIs), and Automic (batch scheduling) interact with Salesforce.

Legacy Modernization Background:

Prior experience working on legacy migration projects (unpacking mainframe/terminal-based applications into modern web applications) is strongly preferred.

Professional Competencies

Exceptional active listening, verbal communication, and written documentation skills.

Proven ability to gain alignment between operational business users and technical engineering teams.

Strong critical-thinking ability to spot gaps between documented business rules and actual daily user workarounds.

Required Skills

• 5+ years of Salesforce experience

• Case Management Systems experience

• Legacy Modernization Background

Preferred Skills

• Any Salesforce certification

THIRD PARTY CANDIDATES: Email your candidate/s resume to jb dot resumes at idealforce.com along with the following details: Rate, Current location and Availability.

Disclaimer :The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.