Business Analyst II - Salesforce Job at Robert Half, San Ramon, CA

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  • Robert Half
  • San Ramon, CA

Job Description

Description Our client, named to FORTUNE's World's Most Admired Companies and a Fortune 100 Best Companies to Work For, is hiring a Business Analyst II to join their ATI Salesforce Competency Center. In this role, you'll act as a business consultant, a liaison between stakeholders and technology teams, and a strategic problem-solver helping shape high-level solutions across the organization. You will capture the current state of the business, document as-is processes, design solutions, and support the evolution to future state operations - all aligned to enterprise goals. What You'll Do + Serve as a key translator between business needs and technical teams, shaping scalable Salesforce solutions. + Gather, document, and refine business requirements for complex, multi-functional initiatives. + Work with stakeholders to understand current challenges, define business processes, and identify improvement opportunities. + Document current state (as-is), partner in building solution designs, and define the future state journey. + Support Robert Half's multi-year transition from Salesforce Classic to Lightning, including front office modernization and preparation for agent force/digital labor initiatives. + Use usability frameworks and tools to present user journeys and process maps. + Maintain functional knowledge of Salesforce platform capabilities and assist with solution alignment. + Collaborate on process automation and business transformation projects. + Use data visualization tools (Power BI, Tableau) and SQL for analysis and insights. + Build strong cross-functional relationships, facilitating alignment and maintaining high service levels. Requirements + AA degree, certification, or equivalent business experience. + 2+ years' experience in a business functional area and 3+ years working with business applications. + Complete understanding of the software development lifecycle (SDLC). + Strong ability to document business requirements, fit/gap analyses, and future-state workflows. + Proven communication skills with both technical and non-technical stakeholders. + Demonstrated ability to prioritize, solve problems, and execute project tasks with minimal oversight. + Experience with enterprise systems and a working knowledge of Salesforce. + Experience creating test plans, process flow diagrams, and training documentation. + Functional understanding of Salesforce capabilities, including mapping features to business needs. + SQL and reporting/query skills preferred. Nice to Have + Salesforce Certifications (Platform App Builder, Admin, or Business Analyst). + Experience supporting large-scale platform transitions, especially Salesforce Classic to Lightning. + Exposure to digital transformation projects including front-office and AI-driven automation initiatives. Technology Doesn't Change the World, People Do.® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office,

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