Salesforce Analyst Remote Jobs in New York (US)
This page tracks remote salesforce analyst openings that are location-eligible for New York.
This page tracks remote salesforce analyst openings that are location-eligible for New York.
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58 Jobs
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BABEL es una consultora tecnológica multinacional especializada en aplicar sus servicios y conocimiento tecnológico en los procesos de aceleración digital de sus clientes, grandes empresas y organismos públicos. Nuestro plan estratégico Hiperespacio 2029 promete ser un viaje emocionante, lleno de oportunidades para crecer y desarrollarse profesionalmente.
Role Description Buscamos un/a QA Analyst Salesforce con experiencia en aseguramiento de la calidad funcional y pruebas end-to-end sobre soluciones implementadas en Salesforce Service Cloud y Salesforce Sales Cloud. La posición será responsable de garantizar que los desarrollos, configuraciones, automatizaciones e integraciones cumplan con los criterios de aceptación, reglas de negocio y estándares de calidad definidos para el proyecto, acompañando todo el ciclo de pruebas, desde el refinamiento de historias de usuario hasta el soporte de pruebas UAT. - Perfil ideal: persona analítica, orientada al detalle y con excelente capacidad para identificar riesgos funcionales. - Documentar hallazgos de manera clara y colaborar con equipos multidisciplinarios en entornos ágiles para asegurar entregas de alta calidad. Qualifications - Título de Bachillerato universitario o Licenciatura en Informática, Computación, Sistemas o carrera afín. - Mínimo 3 años de experiencia como QA Funcional. - Al menos 3 años de experiencia participando en proyectos con Salesforce Service Cloud y/o Salesforce Sales Cloud. - Experiencia en proyectos de transformación digital, CRM o implementación de Salesforce. - Experiencia trabajando bajo metodologías ágiles como Scrum. - Experiencia en el refinamiento de historias de usuario y validación de criterios de aceptación. - Experiencia en diseño y ejecución de pruebas funcionales, pruebas de regresión, pruebas de integración y pruebas end-to-end. - Experiencia diseñando test cases, test sets y test executions. - Capacidad para documentar evidencias de prueba de forma clara, trazable y reutilizable. - Experiencia gestionando defectos, reportando severidad, prioridad, pasos de reproducción y evidencias. - Nivel de inglés B2+. - Alta capacidad de análisis, atención al detalle y pensamiento crítico. - Excelentes habilidades de comunicación y trabajo colaborativo con equipos técnicos y usuarios de negocio. - Deseable experiencia en sectores de retail, servicios financieros, telecomunicaciones o atención al cliente. Requirements - Experiencia utilizando Jira, Confluence y Xray para Jira para la gestión, planificación y ejecución de pruebas. - Experiencia utilizando Salesforce Sandbox y Salesforce Lightning Experience. - Experiencia trabajando con Salesforce Service Cloud y Salesforce Sales Cloud. - Conocimiento en validación de configuraciones funcionales de Salesforce, incluyendo tipos de registros, diseños de página, campos obligatorios, reglas de visibilidad y dependencias entre campos. - Experiencia validando procesos relacionados con Casos, Oportunidades, Cuentas, Contactos y su relación con el modelo de datos de Salesforce. - Experiencia validando automatizaciones declarativas como Flujos, Reglas de Validación, Reglas de Asignación, Alertas de Correo Electrónico y actualizaciones automáticas de campos. - Experiencia validando perfiles, conjuntos de permisos, roles, colas y accesos conforme a la matriz de seguridad. - Experiencia ejecutando pruebas de integración con APIs, middleware, DocuSign, ServiceNow u otros sistemas relacionados. - Experiencia utilizando herramientas para pruebas de API, como API LifeCycle o herramientas equivalentes. - Experiencia validando informes y paneles de Salesforce. - Dominio de Excel o Google Sheets para la elaboración de matrices de prueba, gestión de evidencias y seguimiento de resultados. - Conocimiento en Data Loader para carga y validación de datos. - Conocimiento en Postman para pruebas básicas de API. - Conocimiento de Git o GitHub para consulta de documentación técnica y artefactos del proyecto. Responsibilities - Participar en el refinamiento de las historias de usuario asociadas a Salesforce Service Cloud y Sales Cloud. - Revisar y validar la definición de criterios de aceptación de las historias de usuario. - Diseñar test cases, test sets y test executions de acuerdo con las historias de usuario a trabajar. - Ejecutar ciclos de prueba funcional, regresión, integración y pruebas end-to-end sobre Salesforce. - Validar que los desarrollos/configuraciones cumplan con el diseño funcional, modelo de datos, reglas de negocio y flujos definidos para el proyecto. - Dar visibilidad de los bugs encontrados, indicando severidad, prioridad, pasos de reproducción y evidencia correspondiente. - Apoyar las pruebas UAT con usuarios de negocio. - Generar escenarios de prueba de acuerdo con los criterios de aceptación establecidos en las historias de usuario. - Obtener, preparar o solicitar datos de prueba para validar los diferentes escenarios funcionales. - Contribuir a la definición de la estrategia de pruebas del proyecto. - Validar la correcta creación, actualización, asignación y cierre de Cases en Service Cloud. - Validar la correcta gestión de Opportunities en Sales Cloud cuando el proceso lo requiera. - Validar la relación entre Account, Contact, Case, Opportunity y Proveedor según el modelo de datos definido. - Validar Record Types, Page Layouts, campos obligatorios, reglas de visibilidad y dependencias entre campos. - Validar estados, subestados, transiciones permitidas, bloqueos y reglas de negocio configuradas en Salesforce. - Validar automatizaciones declarativas como Flows, Validation Rules, Assignment Rules, Email Alerts, notificaciones y actualizaciones automáticas de campos. - Validar perfiles, permission sets, colas, roles y accesos según la matriz de seguridad definida. - Ejecutar pruebas de integración cuando Salesforce interactúe con formularios, APIs, middleware, DocuSign, ServiceNow u otros sistemas relacionados. - Documentar evidencias de prueba de forma clara, trazable y reutilizable. - Ejecutar pruebas de regresión para asegurar que nuevos cambios no afecten funcionalidades existentes. - Validar reportes y dashboards relacionados con seguimiento operativo, avance de casos, oportunidades, SLA y trazabilidad del proceso. - Confirmar que cada historia de usuario cumpla con su Definition of Done antes de pasar a UAT o cierre. Benefits - Foco en trabajar con últimas tecnologías y proyectos innovadores. - Comunicación y transparencia: Siempre estarás informado de las últimas noticias de la compañía. - Contribuimos a la formación constante de nuestros Babelievers. - Programa de promociones profesionales y desarrollo de talento. - Trabajo con proyectos de diversos países lo que nos permite aprender de diferentes culturas. - Contribuimos en tu salud física y emocional (Charlas, competencias deportivas). - Participamos del crecimiento de la compañía, reconocemos la participación de cada persona con nuestro bono solidario. - Apostamos por la flexibilidad laboral – personal. - Bono por referidos. - Convenios comerciales según sede.
Recruitment and Staffing Soultion
• At least 3 years’ experience in the Medical Device industry or medical field, with specific experience in establishing and driving continuous improvement of CRM, ecommerce, and portal systems in a regulated environment.
Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US.
Role Description We are actively seeking a Salesforce Business System Analyst for one of our direct clients in Santa Clara, CA. Location: Remote or Santa Clara, CA. Contract: Long Term. - Create and maintain fields, views, reports, dashboards, rules, workflows and other Salesforce.com objects and functions. - Monitor and manage logs/errors for back end system integrations with SFDC. - Translate business requirements into system solutions. - Analyse and determine application and interface solutions. - Design and develop complex reports as needed. - Drive and execute functional design, testing, change management and end user acceptance for projects and enhancements as needed. - Interface with relevant teams to support day-to-day systems and interfaces issues related to existing application solutions. - Responsible for creating, managing, and communicating comprehensive Business Requirements Documents (BRDs) for all Sales driven Salesforce.com and third-party integration enhancements and projects. - Collaborate with business stakeholders to ensure enhancements and projects are prioritized, feasible, developed, tested, deployed, and communicated as scheduled. - May perform other duties as assigned. Qualifications - Experience with ancillary Marketing applications that may interface with Salesforce.com. - Design and implementation experience with Salesforce.com, Partner Communities, Marketing Cloud or Marketo. - Experience with Service Cloud, Sales Cloud, and Salesforce Lightning. - Proven ability to manage multiple projects concurrently and drive delivery and execution. - Ability to drive business consensus and simplify processes and designs. - Ability to document interfaces and data flows. Company Description Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US.
The University of Rhode Island Foundation is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, veteran status, disability, sexual orientation, gender identity or expression, genetic information, or any other protected status under applicable law.
Role Description The Salesforce Report Writer/Analyst partners with University of Rhode Island Foundation (URIF) staff to understand reporting and business intelligence needs and develop solutions that transform data into actionable insights. Reporting to the Gift Management & Reporting Director, this position is responsible for designing, developing, and maintaining reports, dashboards, and data visualizations that support fundraising success, operational effectiveness, and strategic decision-making across the Foundation. The Report Writer leverages Salesforce, Apsona, Power BI, and other reporting tools to deliver accurate, timely, and meaningful information that advances the Foundation's mission. Key Responsibilities - Collaborate with Foundation stakeholders to gather, document, and analyze reporting and dashboard requirements. - Design, develop, and maintain reports, dashboards, and data visualizations using Salesforce (Kindsight/Affinaquest), Apsona, Power BI, and related tools. - Translate complex business requirements and data into clear, actionable reporting solutions. - Ensure the accuracy, consistency, and integrity of data presented in reports and dashboards. - Develop reporting solutions that effectively address Foundation management questions and business needs. - Provide user support, training, and guidance related to report access, interpretation, and self-service reporting capabilities. - Identify opportunities to improve reporting processes, automate data delivery, and enhance business intelligence capabilities. - Assist in establishing reporting standards, documentation, and best practices. - Partner with Advancement Operations staff to support ongoing data governance and reporting initiatives. Qualifications - Bachelor's degree or equivalent combination of education and relevant professional experience required. - Minimum of three years of experience in reporting, analytics, business intelligence, or related fields. - Experience developing reports and dashboards within Salesforce. - Experience with business intelligence and data visualization platforms such as Power BI, Tableau, or Salesforce Analytics. - Proficiency with Apsona for Salesforce preferred. - Experience with DAX, SOQL, JavaScript, SQL, or similar reporting and data analysis tools preferred. - Salesforce Trailhead learning and/or Salesforce certifications preferred. Requirements - Strong analytical, problem-solving, and critical-thinking skills. - Excellent organizational, interpersonal, and communication skills. - Ability to manage multiple priorities and projects in a collaborative, fast-paced environment. - Demonstrated attention to detail and commitment to data quality. - Ability to translate technical concepts and data into business-friendly insights. - Experience in higher education, advancement, nonprofit, or fundraising environments preferred. Benefits - Competitive benefits, including medical, dental, and vision coverage. - Generous paid time off. - Exceptional retirement savings programs. Salary Range $75,000–$85,000 annually, commensurate with experience. Company Description The University of Rhode Island Foundation is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, veteran status, disability, sexual orientation, gender identity or expression, genetic information, or any other protected status under applicable law.
Crane Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, sexual orientation, general identity, national origin, disability or veteran status.
Role Description The Salesforce Data Analyst plays a key role in supporting the integrity, accuracy, and usability of business data across Salesforce and the internal systems that feed into it. The role partners with business users, IT, and cross-functional stakeholders to ensure data flowing through Salesforce is reliable, well-structured, and ready to support reporting and decision-making. While Salesforce serves as a central reference platform, a significant portion of the work involves backend internal systems that interface with Salesforce. The analyst is expected to support both recurring operational cycles and ad hoc requests, with a strong focus on data quality, normalization, and trend analysis. - Analyze data across Salesforce and connected internal systems to support business reporting, trend identification, and operational decisions. - Maintain data integrity by reviewing, reconciling, and standardizing records across multiple sources, ensuring consistency between Salesforce and upstream systems. - Support recurring operational cycles — daily, weekly, monthly, and quarterly — including data validation, reporting refreshes, and reconciliation activities. - Execute system updates and corrections through backend utilities and supporting tools, addressing both scheduled and request-based work. - Investigate data discrepancies across ERP, internal systems, and Salesforce; coordinate with relevant stakeholders to drive resolution. - Develop and maintain reports and dashboards in Salesforce and Excel to support business visibility, including pivots, trend views, and validation checks. - Conduct data quality reviews and contribute to enhancements that improve reporting accuracy and usability. - Support testing activities for system changes, including validation of configuration updates, issue tracking, and deployment readiness checks. - Manage account- and hierarchy-related updates, including customer, end-user, and organizational mapping, to ensure alignment across systems. - Set up and maintain sales code lookups and produce clean, validated output files for downstream use. - Develop and maintain process documentation, reference guides, and user materials to support consistent execution and onboarding. - Provide first-level support to business users for data-related questions and escalate complex system issues as appropriate. Qualifications - 0–2 years of experience in data analysis, CRM operations, or a similar function. - Working knowledge of Salesforce, including reports, dashboards, and tools such as Data Loader. - Strong Excel skills, including pivot tables, lookups, and data validation techniques. - Familiarity with working across integrated systems (e.g., ERP, CRM, internal platforms). - Solid analytical, problem-solving, and organizational skills with strong attention to detail. - Effective written and verbal communication; ability to translate data findings into clear business context. Company Description
Baldwin Group is an insurance distribution and advisory firm that is working to give its customers “peace of mind to pursue their dreams, purpose, and passion
• Reporting directly to our Salesforce Product Manager, this individual will be responsible for day-to-day configuration, support, maintenance, and enhancements to our Salesforce environment. • This individual will be responsible for effectively communicating with clients, developers, and internal stakeholders to fulfill the company's Salesforce-focused needs. • Support senior leadership on strategic initiatives and operational improvements. • Collaborate with business stakeholders to identify requirements and develop scalable Salesforce solutions. • Manage Salesforce projects from inception to completion, including information gathering, planning, and execution. • Create and maintain Salesforce documentation, such as process flows, data models, user training materials, and technical specifications. • Assist with administrative functions, including user management tasks such as new user setup/deactivation, profile management, permissions, public groups, and password resets. • Perform Salesforce configuration changes, such as validation rules, fields, page layouts, record types, custom settings, dashboards, and reports. • Evaluate new software solutions to enhance our technical stack. • Serve as an internal resource for Salesforce user support and provide training as needed. • Support the product owner in defining value, priority, and scope for upcoming sprints.
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers, and application services. Our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.
Role Description The Salesforce Agentforce Specialist supports a government‑contracted contact center by configuring, maintaining, and optimizing Salesforce Agentforce tools used by customer service staff. This role ensures accurate case handling, efficient workflows, and reliable AI‑driven support features. The Specialist works closely with operations, IT, and program leadership to improve automation, reporting, and overall service quality. Job Duties: - Configure and maintain Agentforce features including case management, workflows, routing, and automations. - Support AI‑enabled tools such as knowledge recommendations, automated responses, and predictive insights. - Build and refine flows, macros, and process automations to improve efficiency and reduce manual work. - Collaborate with customer service teams to translate operational needs into scalable Salesforce solutions. - Maintain and update knowledge‑base content to ensure accuracy and alignment with AI models. - Create dashboards and reports to track KPIs such as case volume, resolution time, and agent productivity. - Monitor system performance, troubleshoot issues, and support upgrades and new feature rollouts. - Serve as the internal subject‑matter expert for Agentforce and support cross‑functional coordination. Qualifications - Bachelor's degree - Minimum 5 years of experience supporting Salesforce roles/responsibilities - Minimum 1 year of experience supporting Salesforce Service Cloud or Agentforce administration. - Ability to obtain/maintain a Public Trust clearance Requirements - Active Salesforce Agentforce certification. - Additional Salesforce certifications (Administrator, Service Cloud Consultant, AI Associate, etc.). - Experience with omnichannel routing or digital engagement tools. - Familiarity with API integrations or third‑party service platforms. - Background in customer support, operations, or process improvement. - Strong understanding of case management, customer service workflows, and contact center operations. - Experience with Salesforce Flow, automation tools, and AI‑driven service features. - Strong communication and documentation skills. Benefits - Medical, dental, and vision insurance with an employer contribution - Flexible spending or health savings account - Life and AD&D insurance - Short and long term disability coverage - Paid time off - Employee assistance program - Participation in a 401k program with company match - Additional voluntary or legally-required benefits
Role Description We are seeking an experienced Salesforce Senior Business Analyst with strong expertise across the Salesforce ecosystem and a comprehensive understanding of end-to-end business processes. The ideal candidate will serve as a liaison between business stakeholders and technical teams, driving requirements gathering, solution design, process optimization, and successful delivery of Salesforce-based initiatives. The candidate should possess a 360-degree understanding of Salesforce capabilities, CRM processes, integrations, and digital transformation initiatives. - Collaborate with business stakeholders to gather, analyze, and document business requirements. - Conduct workshops, interviews, and discovery sessions to understand business needs and objectives. - Translate business requirements into functional specifications, user stories, process flows, and acceptance criteria. - Work closely with Salesforce Architects, Developers, QA teams, and Project Managers to deliver business solutions. - Analyze and optimize existing business processes using Salesforce best practices. - Support solution design across Salesforce Sales Cloud, Service Cloud, Experience Cloud, and related Salesforce products. - Facilitate sprint planning, backlog grooming, UAT coordination, and release activities. - Create business process maps, gap analyses, and solution recommendations. - Manage stakeholder expectations and ensure alignment between business objectives and technology solutions. - Support data migration, integration, reporting, and dashboard requirements. - Participate in change management, training, and user adoption initiatives. - Ensure project documentation is maintained throughout the project lifecycle. Qualifications - 7+ years of Business Analysis experience with at least 4+ years working on Salesforce projects. - Strong understanding of Salesforce CRM platform capabilities and best practices. - Hands-on experience with Salesforce Sales Cloud and Service Cloud. - Expertise in requirements gathering, business process analysis, and solution documentation. - Experience creating: - Business Requirement Documents (BRD) - Functional Requirement Documents (FRD) - User Stories - Process Flow Diagrams - Use Cases - Acceptance Criteria - Strong knowledge of Agile/Scrum methodologies. - Experience working with cross-functional business and technical teams. - Knowledge of Salesforce data models, security concepts, reporting, and dashboards. - Experience supporting UAT planning, execution, and defect management. - Strong communication, presentation, and stakeholder management skills. - Ability to manage multiple projects and priorities simultaneously. Requirements - Experience with Salesforce Experience Cloud (Community Cloud). - Knowledge of Salesforce Marketing Cloud and Account Engagement (Pardot). - Exposure to Salesforce CPQ and Revenue Cloud. - Experience with Salesforce Data Cloud and Customer 360 initiatives. - Understanding of Salesforce integrations using REST APIs, middleware platforms, and third-party applications. - Experience with Data Migration tools such as Data Loader, Informatica, or MuleSoft. - Knowledge of AI capabilities within Salesforce, including Einstein AI. - Experience working in Insurance, Financial Services, Healthcare, or Retail domains. - Familiarity with Jira, Confluence, Azure DevOps, or similar project management tools. - Salesforce Administrator Certification or Business Analyst Certification. - Experience supporting large-scale Salesforce transformation programs. Education - Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related field. - Salesforce certifications are highly preferred. Preferred Certifications - Salesforce Certified Administrator - Salesforce Business Analyst Certification - Salesforce Advanced Administrator - Salesforce Sales Cloud Consultant - Salesforce Service Cloud Consultant
Role Description The Senior Salesforce Business Analyst will play a critical role in leading the analysis, definition and documentation of customer requirements to translate them into detailed, tangible and measurable user stories and acceptance criteria. We are looking for a Salesforce enthusiast who is enthusiastic about driving change and advocating for their clients to drive value leveraging the Salesforce platform. This role will partner with the Solutions team to translate business requirements into architectural specs that map to our Product roadmap focused on delivering value to our clients against their Strategic priorities. We are looking for a trusted advisor for all things Salesforce. They are a vital bridge between business and technology. - The ideal candidate is a change agent with consulting experience who will collaborate with key stakeholders at our university clients and our Platform teams to understand business processes and help document requirements, enhancements, capabilities, process automation and customer's insights that are aligned with the strategic priorities. - Leads discovery workshops with key stakeholders to understand business objectives, problem statement and targeted goals and outcomes, current use of the platform, and any other customer centric data and processes. - Design business processes by analyzing stakeholder requirements; constructing business process models, workflow charts and diagrams; evaluating system capabilities; writing specifications/user stories. - Demonstrates Salesforce and extended AppExchange apps that can fit our needs. - Drives communications with all key stakeholders for operational enhancements, defects and project deliverables, including facilitating business review demos and capturing feedback for the product backlog. - Stay current on Salesforce releases, new features, product roadmaps and applications available from 3rd parties on the Salesforce AppExchange. - Map Salesforce capabilities, features and best practices against business and technical requirements. - Provide business and engineering expertise throughout each phase of the project, from planning to closeout identifying project milestones, phases, and elements, leading project teams. - Will be responsible for assessing overall business needs and providing solutions as well as documenting and defining business requirements. Qualifications - 7+ years of experience of leading discovery workshops, soliciting and documenting business requirements. - 5+ years of experience as a Salesforce Business Analyst or System Administrator. - Salesforce Admin (ADM-201) certified required. - USM and/or UMGC prior experience preferred. - Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant or Salesforce Education Cloud Consultant desired. - Areas of focus; Service Cloud, Omni-Channel, Communities, Case Management, Knowledge, CTI, SMS, Chat integration. Added plus: Education Cloud, Marketing Cloud, Einstein Analytics. - Candidate must demonstrate in depth technical knowledge of Salesforce and its capabilities, track record of major solution design architecture contributions in a large enterprise, analytical and problem-solving way of thought, project management skills and enthusiastic personality. - Strong understanding of key SFDC architectural concepts and how they influence business process designs. - Experience with eliciting, refining, and decomposition of requirements to provide a comprehensive set of requirements that meet the business customer needs. - Experience working in an Agile environment and with Agile tooling like Jira / Azure DevOps. - Experience in creating documentation such as business process maps, user stories, wireframes, mockups, and functional specifications. - Experience maintaining system protocols, architecture, requirements, and associated design documents through traceability, updating procedures, analyzing system and program changes. - Experience establishing and maintaining effective working relationships in team environments and with other business organizations. Requirements - Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, translate high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. - Deep understanding of general CRM architecture as well as Salesforce process defaults and data structures. - Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards. - Excellent analytical, technology, communication, decision making and problem-solving skills. - Excellent written and verbal communication skills. - Excellent project management skills and a positive attitude. - Strong understanding of Salesforce best practices and functionality. - Self-motivated and able to work both with the team and independently while remote. - Strong data management abilities. - Strong relationship management skills. - Strong understanding of and detailed experience with the Salesforce architecture. - Knowledge of Software Development Life Cycle (SDLC) methodologies. - Knowledge of JIRA, Azure DevOps or similar project management tool. - Knowledge of Agile methodology, working in 3-week sprints, daily scrums, etc.
Guidehouse, a "next-generation consultancy" and a portfolio company of Veritas Capital, provides management, risk consulting, and technology services to help cl
• Engage customer stakeholders to understand data-related business outcomes, reporting needs, and define measurable success criteria for data quality, completeness, and accessibility • Articulate the value of data-driven Salesforce solutions, including data governance, migration strategies, and analytics capabilities • Lead discovery and data assessment sessions to inventory legacy systems, data sources, data quality issues, and transformation requirements • Analyze, profile, and map source data to Salesforce data models, identifying relationships, dependencies, and data integrity constraints • Perform detailed data mapping, transformation logic definition, and reconciliation planning between source and target systems • Conduct fit-gap analysis between existing data structures and Salesforce standard/custom objects and recommend optimal data model design • Define and document data migration strategies, including data cleansing, deduplication, enrichment, and validation processes • Develop and maintain data migration artifacts such as data dictionaries, mapping documents, conversion plans, and reconciliation reports • Collaborate with technical teams to execute data migrations using tools such as Data Loader, Data Import Wizard, ETL platforms, and integration frameworks • Design and validate test scenarios for data migration, including unit, system integration, and user acceptance testing (UAT) • Monitor and resolve data migration issues, ensuring accuracy, completeness, and compliance with business rules • Support the development of reporting, dashboards, and analytics solutions to enable business insights and performance tracking • Collaborate with Product Owners and stakeholders in an Agile or Hybrid-Agile environment to iteratively refine data requirements and deliverables • Develop data governance frameworks, including data stewardship roles, data quality standards, and ongoing data maintenance processes • Deliver training and documentation to enable end users to effectively manage and utilize migrated data within Salesforce • Work with the Guidehouse Project Manager to manage data migration activities within scope, budget, and timeline expectations
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