Conexess Group · 5 days ago
Salesforce BA/PM
Franklin, TN
Full-time
Onsite
Mid, Senior Level
3+ years expConexess Group is seeking an experienced Business Analyst/Project Manager with deep Salesforce expertise to lead requirements development and manage external development teams for their legal staffing platform. This role focuses on Salesforce implementation and optimization, bridging business operations and technical implementation.
ConsultingInformation ServicesInformation TechnologyStaffing Agency
Responsibilities
Conduct stakeholder interviews with recruiters, account managers, and operations staff to identify Salesforce-related business needs and pain points
Document current-state Salesforce configurations and design future-state workflows
Write detailed user stories and technical requirements for Salesforce developers, including acceptance criteria, edge cases, and technical constraints
Create process flow diagrams, Salesforce data models, and custom object architecture documentation
Maintain requirements traceability matrix linking business needs to Salesforce solutions
Define and document Salesforce data migration requirements, including mapping and transformation rules
Document Salesforce automation requirements (Flows, Process Builder, Apex triggers, validation rules)
Develop wireframes and UI/UX specifications for Lightning components and custom page layouts
Create detailed specifications for Salesforce reports, dashboards, and analytics requirements
Document integration requirements between Salesforce and external systems (.NET APIs, React portals, WordPress sites)
Define API contracts and data schemas for Salesforce ↔ external system integrations
Map data flows and transformations across platforms to ensure consistency
Specify webhook configurations, event-driven workflows, and real-time sync requirements
Coordinate requirements for .NET APIs that consume or provide data to Salesforce
Define specifications for React portal features that integrate with Salesforce data
Document authentication and authorization patterns for cross-system access
Manage external Salesforce development contractors, including work assignment, quality review, and deliverable acceptance
Coordinate contractors working on integration projects (.NET, React) to ensure alignment with Salesforce architecture
Develop and maintain project plans with clear milestones, dependencies, and resource allocation
Facilitate sprint planning, backlog grooming, and retrospectives focused on Salesforce deliverables
Track project progress, identify risks and blockers, and escalate issues appropriately
Coordinate UAT (User Acceptance Testing) with business stakeholders and document results
Manage change requests and scope adjustments through formal approval processes
Coordinate Salesforce deployments and release management activities
Partner with IT leadership on Salesforce solution architecture decisions and technical approach
Review Salesforce configurations, customizations, and integrations for alignment with requirements and best practices
Validate that delivered Salesforce solutions meet business requirements, performance standards, and quality criteria
Coordinate integration points between Salesforce and external systems, ensuring data consistency
Work with developers to define API contracts for Salesforce integrations
Understand and document technical dependencies between Salesforce and other applications
Qualification
Required
3+ years writing technical requirements for Salesforce implementations in a BA or similar role
Deep understanding of Salesforce architecture including standard and custom objects, fields, relationships, record types, page layouts
Strong knowledge of Salesforce automation: Flows, Process Builder, Workflow Rules, validation rules, formula fields
Experience with Salesforce data model design and understanding of when to use standard vs. custom objects
Familiarity with Salesforce Lightning Experience, Lightning Web Components, and Visualforce
Understanding of Salesforce security model (profiles, permission sets, sharing rules, field-level security)
Ability to read and understand Salesforce configuration and basic Apex code
Experience with Salesforce reports, dashboards, and analytics
Knowledge of Salesforce best practices and governor limits
Preferred
Salesforce Admin certification (ADM-201) strongly preferred
Salesforce Advanced Administrator, Platform App Builder, or Business Analyst certification
Experience with Salesforce CPQ, Service Cloud, or Communities/Experience Cloud
Understanding of Salesforce DevOps and deployment tools (Change Sets, Salesforce DX, Copado, Gearset)
Familiarity with .NET framework and REST API patterns
Understanding of React, modern JavaScript frameworks, and front-end development
Experience with integration middleware platforms (MuleSoft, Zapier, Workato, Azure Logic Apps)
Background in data analysis and Salesforce reporting
Understanding of HIPAA, SOC 2, or other compliance frameworks
Experience with Salesforce data loader tools and data migration projects
Company
Conexess Group
Conexess Group is an information technology company providing IT staffing and project management services.
201-500 employees
H1B Sponsorship
Conexess Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (2)
2021 (2)
2020 (5)
Funding
Current Stage
Growth StageLeadership Team
Austin Meibers
Partner / Owner
Company data provided by crunchbase