Salesforce Business Analyst

Role: Salesforce Business Analyst

Location: Cirencester, England, UK

Job Type: Full-Time (Onsite)

Main Purpose of Job:

The Salesforce Governance Business Analysts are responsible for supporting the effective and compliant operation of the Salesforce platform by defining and documenting business processes, maintaining standards and policies, and ensuring appropriate controls are in place. The role focuses on gathering and managing controls evidence, producing management information (MI) and reporting, and providing administrative and operational support to Salesforce governance and delivery activities. Through consistent documentation, assurance, and reporting, the role enables transparency, audit readiness, and continuous improvement across Salesforce-enabled business processes.

The role involves close collaboration with Information Security teams, the Platform Owner, the Platform Product Owner, delivery functions, Architects, QA/Test Leads, and stakeholders to ensure that risks are clearly understood and that governance is practical, embedded, and effective.

Key Responsibilities of the Job

The Salesforce Platform Governance Business Analyst is responsible and/or

accountable for the following:

Standards, Policies & Governance

• Develop, maintain, and support Salesforce standards, policies, and guidelines.
• Ensure governance controls are practical, embedded, and consistently applied across delivery and operational activities.
• Support the adoption of standards by delivery teams and stakeholders.

Process & Documentation

• Document and maintain end to end Salesforce business processes, workflows, and operating procedures.
• Ensure process documentation is clear, accurate, and aligned to agreed policies, standards and governance requirements.
• Maintain process artefacts in line with change and delivery activities.

Controls Assurance and Monitoring

• Complete periodic assurance checks (e.g., sandbox reviews, access reviews, platform usage assessments).
• Gather, maintain, and evidence control activities to support audit, risk, and compliance requirements.

Salesforce Platform Governance Manager

• Coordinate with Information Security and risk stakeholders to ensure controls are understood and evidenced appropriately.
• Monitor control effectiveness and support remediation actions where gaps are identified.

MI & Reporting

• Produce regular and adhoc management information (MI) and reporting related to Salesforce governance, controls, and operational activity.
• Ensure reporting is accurate, timely, and relevant for key stakeholders and leadership.
• Support continuous improvement by identifying trends, risks, and improvement opportunities through MI.

Stakeholder Collaboration

• Work closely with Information Security, the Platform Owner, the Platform Product Owner, delivery functions, Architects, QA/Test Leads, and other stakeholders.
• Act as a point of coordination between delivery, platform, and governance functions.
• Support clear communication of risks, decisions, and governance requirements.

Administrative & Operational Support

• Provide administrative support for Salesforce governance forums, reviews, and assurance activities.
• Maintain documentation repositories, logs, registers, and trackers.
• Support planning, coordination, and follow up of governance and assurance actions.

Risk and Compliance Oversight

• Maintain a register of Salesforce platform risks, known issues, and audit actions for visibility and coordination.
• Collaborate with Internal Audit, Risk, and Information Security teams to provide evidence and status updates.
• Recommend prioritised actions for risk mitigation, while deferring decisions and direction-setting to the Platform Owner or Risk function as required.

Continuous Improvement

• Identify opportunities to improve processes, documentation, governance artefacts, and reporting.

Salesforce Platform Governance Manager

• Contribute to the evolution of Salesforce ways of working and governance maturity.

Problem Solving:

• Communicate with stakeholders, escalate impediments, help manage risk and drive relentless improvement
• Escalate and track impediments
• Help manage risks and dependencies

Required Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, or a related field (or equivalent experience).
• 8-10+ years of experience as a Business Analyst, Functional Analyst, or similar role, preferably within a Salesforce environment.
• Hands-on experience with declarative configuration (fields, objects, page layouts, flows, workflows, validation rules).
• Strong experience gathering, documenting, and translating business requirements into functional solutions.
• Familiarity with Agile/Scrum methodologies and user story development.
• Excellent communication, facilitation, and stakeholder management skills.
• Strong analytical and problem-solving abilities with attention to detail.

Interpersonal Skills:

• Strong verbal and written communication skills
• Strong administration skills
• Effective facilitation and presentation skills
• Effective time management and ability to prioritise to keep on track
• Creative thinking to put forward new ideas and approaches
• Transparency and ability to establish trust and supportive relationships
• Ability to thrive in an environment with a high degree of change
• Work with external third-party suppliers, both onsite and remotely based around the world, wherever practical and possible
• Have a customer centric mindset