Business Analyst - Salesforce

Atlanta, GA
Full-Time

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

We are seeking a Salesforce & ETL Business/Data Analyst to join our Salesforce Integration (ETL & API) Development team. This role is ideal for someone who thrives at the intersection of business processes, technology, and user experience. The BSA will work closely with cross-functional business stakeholders, product managers, delivery teams and engineering teams to translate business needs into well-defined requirements and deliver scalable Salesforce and ETL integration solutions that drive efficiency and growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.

2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

QUALIFICATIONS
Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s Degree and four to seven years of experience or equivalent education and software engineering training or experience
2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Preferred Qualifications:

Job Responsibilities:

  • Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.
  • Ability to work independently and analyze distributed and cloud systems like SQL, ETL, Salesforce, execute SQL queries in different database systems, SOQL queries in Salesforce and perform gap analysis.
  • Deliver mapping documents and other technical requirement documents.
  • Analyze business requirements and compare them against Salesforce/ source data structures to confirm alignment and identify any gaps or inconsistencies.
  • Validate developer- loaded data in Salesforce by detailed checks to ensure accuracy, completeness and compliance with defined requirements.
  • Collaborate with cross-work-stream teams to review, refine, and finalize business and technical requirements.
  • Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.
  • Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.
  • Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.
  • Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.
  • Maintain accurate and updated documentation using Confluence and track development progress using Jira.
  • Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.
  • Support change management, end-user training, and documentation as part of new feature rollouts and enhancements

Qualification:

  • 6-8 years of professional experience as an IT Business Analyst or Business System Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
  • Strong proficiency in Jira and Confluence for requirements tracking and documentation.
  • Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
  • Demonstrated ability to build user journeys, workflows, and diagrams using tools such as System Architect, Visio.
  • Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.
  • Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
  • Working knowledge of Salesforce platform capabilities, data model, and integration patterns.

Top Requirements

The must-have requirements for this BSA role are:

  • Experience with ETL technologies like Informatica or Talend
  • Experience with Salesforce Platform, SOQL queries.
  • Understanding of Salesforce REST APIs
  • Experience with Microsoft SQL, DB2, data querying, and reporting tools.
  • Understanding of digital banking operations, API, XML, JSON, CSV and system integrations.
  • Experience working with projects following Agile framework.
  • Experience with Agile tooling like Gitlab, Rally/JIRA/Confluence

Business & Communication Skills

  • Strong communication and relationship-building skills
  • Ability to bridge business and technical teams

Hands-On Expectations

  • Can translate and validate requirements in Salesforce
  • Salesforce SOQL querying and Salesforce data model and data analysis
  • SQL querying and Database data and data model analysis
  • Job development using Informatica or Talend
  • Ideally has hands-on Salesforce or prior system integration experience
  • Can perform business-level QA and test their documented stories

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting
Constantly (More than 50% of the time)
Standing
Frequently (25% - 50% of the time)
Walking
Frequently (25% - 50% of the time)
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a08256d5-d56b-401b-adf1-9864403eeb7a

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

We are seeking a Salesforce & ETL Business/Data Analyst to join our Salesforce Integration (ETL & API) Development team. This role is ideal for someone who thrives at the intersection of business processes, technology, and user experience. The BSA will work closely with cross-functional business stakeholders, product managers, delivery teams and engineering teams to translate business needs into well-defined requirements and deliver scalable Salesforce and ETL integration solutions that drive efficiency and growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.

2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

QUALIFICATIONS
Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s Degree and four to seven years of experience or equivalent education and software engineering training or experience
2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Preferred Qualifications:

Job Responsibilities:

  • Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.
  • Ability to work independently and analyze distributed and cloud systems like SQL, ETL, Salesforce, execute SQL queries in different database systems, SOQL queries in Salesforce and perform gap analysis.
  • Deliver mapping documents and other technical requirement documents.
  • Analyze business requirements and compare them against Salesforce/ source data structures to confirm alignment and identify any gaps or inconsistencies.
  • Validate developer- loaded data in Salesforce by detailed checks to ensure accuracy, completeness and compliance with defined requirements.
  • Collaborate with cross-work-stream teams to review, refine, and finalize business and technical requirements.
  • Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.
  • Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.
  • Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.
  • Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.
  • Maintain accurate and updated documentation using Confluence and track development progress using Jira.
  • Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.
  • Support change management, end-user training, and documentation as part of new feature rollouts and enhancements

Qualification:

  • 6-8 years of professional experience as an IT Business Analyst or Business System Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
  • Strong proficiency in Jira and Confluence for requirements tracking and documentation.
  • Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
  • Demonstrated ability to build user journeys, workflows, and diagrams using tools such as System Architect, Visio.
  • Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.
  • Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
  • Working knowledge of Salesforce platform capabilities, data model, and integration patterns.

Top Requirements

The must-have requirements for this BSA role are:

  • Experience with ETL technologies like Informatica or Talend
  • Experience with Salesforce Platform, SOQL queries.
  • Understanding of Salesforce REST APIs
  • Experience with Microsoft SQL, DB2, data querying, and reporting tools.
  • Understanding of digital banking operations, API, XML, JSON, CSV and system integrations.
  • Experience working with projects following Agile framework.
  • Experience with Agile tooling like Gitlab, Rally/JIRA/Confluence

Business & Communication Skills

  • Strong communication and relationship-building skills
  • Ability to bridge business and technical teams

Hands-On Expectations

  • Can translate and validate requirements in Salesforce
  • Salesforce SOQL querying and Salesforce data model and data analysis
  • SQL querying and Database data and data model analysis
  • Job development using Informatica or Talend
  • Ideally has hands-on Salesforce or prior system integration experience
  • Can perform business-level QA and test their documented stories

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting
Constantly (More than 50% of the time)
Standing
Frequently (25% - 50% of the time)
Walking
Frequently (25% - 50% of the time)
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Travel
Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

PDN-a08256d5-d56b-401b-adf1-9864403eeb7a

About Truist

Care starts on the inside.


At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.


Why work at Truist?

· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.

· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.

· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.


We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.

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Apply For This Job
Business Analyst - Salesforce
Truist
Atlanta, GA
Dec 4, 2025
Full-time
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