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CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Salesforce Business Analyst

Technology & Systems ConsultingConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Three to five years of experience in a Salesforce consulting firm or professional services environment, supporting Salesforce implementation projects in a Business Analyst role.
  • A solid understanding of the Salesforce platform, including core objects, the data model, and key product areas such as Sales Cloud, Service Cloud, and/or Experience Cloud; hands-on configuration expertise is not required.
  • Experience facilitating requirements-gathering sessions and translating business needs into user stories, process flows, and functional documentation.
  • Familiarity with Agile/Scrum methodologies and project management practices.
  • Ability to work effectively within a team environment.
  • Ability to work comfortably in a fast-paced consulting environment with multiple client engagements.
  • Excellent organizational, verbal, presentation/facilitation, and written communication skills.
  • Willingness to travel for client and team engagements as needed.
  • Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
  • Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.
  • A bachelor's degree or equivalent work experience.
  • Experience in a consulting or professional services environment is required.

Responsibilities

  • Partner with clients to understand business goals, document requirements, and translate them into clear user stories and functional specifications.
  • Facilitate and support discovery sessions, workshops, and stakeholder interviews to gather and validate business requirements.
  • Collaborate closely with Salesforce configurators, developers, and project managers to ensure requirements are accurately understood and delivered.
  • Analyze complex business processes and break them down into smaller, manageable, and actionable requirements across the full project lifecycle, from discovery through deployment.
  • Maintain and prioritize the product backlog, working with technical teams to refine user stories and define acceptance criteria.
  • Support system integrations by identifying business needs and facilitating collaboration between client stakeholders and technical teams.
  • Contribute to the development and delivery of client-facing deliverables, including process documentation, training materials, and status reports.
  • Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions to ensure smooth project execution.
  • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards.
  • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Desired Qualifications

  • Salesforce certifications, such as Salesforce Administrator or Salesforce Business Analyst, are a plus but not required.

About the Company

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

CrossCountry Consulting provides tailored advisory services for finance leaders, primarily the office of the CFO, private equity sponsors, and other corporate executives. Its offerings cover digital transformation, transaction management, and ESG standards, delivered through bespoke consulting engagements that align with each client's long-term objectives. The firm works by partnering closely with client teams to diagnose issues, design strategies, and implement solutions, using a hands-on, collaborative approach. Compared with other financial consultancies, CrossCountry stands out through highly customized engagements, a people-first culture, and a clear focus on aligning work with the client's strategic goals. The goal is to help mid-sized and large enterprises navigate financial change, improve performance, and achieve their strategic targets.

Company size
1,001-5,000
Company stage
Early VC
Total funding
$1.5M
Headquarters
Tysons, VA
Founded
2011

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