Business Analyst

Role : Salesforce Business Analyst

Location: Hyderabad

Employment Type: Full-time

We are seeking an experienced and highly skilled Salesforce Business Analyst with 5+

years of hands-on experience in Salesforce implementations, insurance domain

expertise, and strong integration knowledge. This role requires translating complex

business requirements into Salesforce solutions, supporting integration projects across

multiple insurance platforms, and ensuring compliance with regulatory standards. The

ideal candidate will act as a bridge between business stakeholders and technical

teams to optimize processes, improve efficiency, and drive measurable business value.

Key Responsibilities

Business Analysis & Requirement Gathering- Engage with business stakeholders

across Sales, Service, Underwriting, Claims, Policy Administration, and Actuarial

teams to gather detailed requirements.

Conduct workshops, interviews, and process mapping sessions to document

current-state and future-state workflows.

Analyze gaps between business processes and system capabilities, and

recommend process improvements leveraging Salesforce functionality.

Translate complex business requirements into functional specifications, user

stories, and acceptance criteria, ensuring alignment with business goals.

Ensure documentation adheres to internal standards, including traceability from

requirements to delivery.

Salesforce Expertise

Create and maintain detailed reports, dashboards, and analytics to support

Sales, Service, Underwriting, and Claims operations.

Collaborate with Salesforce Admins and Developers to design scalable and

maintainable Salesforce solutions.

Configure and optimize Salesforce components such as Objects, Fields, Record

Types, Page Layouts, Lightning App Builder, Validation Rules, and Flows where

necessary.

Partner with QA and UAT teams to validate solutions meet requirements,

including functional testing of Salesforce enhancements.

Integration & Data Management

Document integration requirements, data mappings, and transformation rules

to support middleware tools such as Mulesoft, Dell Boomi, or Informatica.

Act as a liaison for integration initiatives between Salesforce and core insurance

systems such as Policy Administration Systems (PAS), Claims Management

Systems (CMS), Underwriting Tools, Billing Systems, and external data

providers.

Validate data flows, reconcile discrepancies, and ensure accuracy and

consistency across integrated systems.

Support large-scale data migration, cleansing, and enrichment initiatives while

maintaining compliance with insurance data regulations.

Process Improvement & Optimization.

Ensure process optimization aligns with insurance regulations, compliance

policies, and organizational governance.

Identify opportunities to automate manual business processes using Salesforce

declarative tools and integrations

Recommend best practices for workflow optimization, data governance, and

system usage.

Assist in the evaluation of new Salesforce products or modules (CPQ, Field

Service Lightning, Marketing Cloud) to enhance business operations.

Stakeholder Communication & Training

Develop training materials, conduct workshops, and facilitate knowledge

transfer to business users.

Serve as a primary point of contact for business stakeholders regarding

Salesforce solutions, process improvements, and integration updates

Maintain detailed documentation of processes, requirements, functional

specifications, test cases, and post-implementation guides.

Required Qualifications

5+ years of Salesforce Business Analyst experience with exposure to complex

Salesforce environments.

Strong insurance domain knowledge, including Policy Administration, Claims

Management, Underwriting, and Regulatory Compliance.

Hands-on experience in Salesforce Sales Cloud, Service Cloud, and custom

object development.

Deep understanding of Salesforce integration strategies, APIs, middleware, and

data exchange with external systems.

Expertise in creating detailed functional specifications, business process

documentation, and user stories.

Experience in UAT management, testing coordination, and post-deployment

support.

Familiarity with declarative automation tools such as Salesforce Flow,

Validation Rules, and Process Builder.

Knowledge of data governance, quality management, and compliance

requirements specific to the insurance industry.

Soft Skills

Exceptional analytical, problem-solving, and critical thinking skills.

Excellent verbal and written communication skills; able to convey technical

concepts to non-technical stakeholders.

Strong project management capabilities with the ability to handle multiple

initiatives simultaneously.

Collaborative mindset with a proactive approach to identifying and resolving

business and technical challenges.

Attention to detail, precision in documentation, and high standards for quality

delivery.

Preferred Certifications

Salesforce Certified Administrator (ADM 201)

Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant or Service Cloud Consultant

Business Analysis certifications such as CBAP or PMI-PBA

Salesforce Integration Architecture or MuleSoft certifications are a plus

Additional Desirable Skills

Familiarity with Agile/Scrum methodology and experience working in Agile

delivery teams.

Understanding of insurance regulatory standards (Solvency II, IFRS17, local

insurance regulations).

Experience with CPQ, Marketing Cloud, or Field Service Lightning in insurance

implementations.

Experience with data visualization tools like Tableau or Power BI for business

analytics.