About Sertus

We are a small, woman-owned, minority-owned Salesforce, Tableau and data consulting practice. Our mission is to support non-profits and small businesses in building fast, reliable, technology-driven solutions to get the information they want, when and how they want it. We figure out the metrics that matter to increase and demonstrate an organization’s outcomes and impact. We believe that technology can and should be used as a tool for good, which motivates our way of working and the clients we work with.

Freelance Senior Salesforce Business Analyst

Position Overview

We are seeking a part-time Salesforce Business Analyst to join our team in a remote capacity. This role involves leading project teams in designing and implementing Salesforce solutions for our clients. The position requires 15-20 hours per week and offers an hourly rate of $80. While initially a long-term contract, there’s potential for transition to a full-time role in 2025.

As our Salesforce Business Analyst, you will be responsible for gathering and analyzing client requirements, creating functional specifications, and collaborating with project teams to deliver high-quality Salesforce solutions. Your duties will include system analysis, solution design, documentation, and stakeholder communication. You’ll act as a bridge between technical teams and business stakeholders, translating complex concepts into understandable terms. The ideal candidate should have a strong background in business analysis, excellent communication skills, and deep knowledge of Salesforce. This role offers an opportunity to grow with our company and contribute to refining our technical delivery processes as we expand.

Position Responsibilities

The Salesforce Business Analyst will: 

• Lead requirement gathering sessions with clients to understand their business processes, pain points, and objectives, documenting findings in Clickup.
• Analyze and document business requirements, create detailed user stories including acceptance criteria and business rules.
• Collaborate with clients to refine and approve requirements, ensuring they align with project goals and objectives.
• Work closely with the Solution Architect to provide input on business processes, user experience, and reporting requirements during the solution design phase of projects.
• Support the project team during the build phase by responding to questions, clarifying requirements, and facilitating communication between the development team and client stakeholders.
• Develop and execute test scenarios and test cases for User Acceptance Testing (UAT) for implementations, documenting results and coordinating with the client to gather feedback.
• Create and maintain project documentation, including requirement specifications, process flows, and user manuals, ensuring they are accurate, up-to-date, and accessible to the project team.
• Assist with data mapping and validation during the data migration process, collaborating with the Solution Architect and Developer to ensure data accuracy and integrity, particularly for Salesforce projects.
• Participate in project meetings, providing updates on requirements, UAT progress, and any issues or risks identified.
• Continuously improve the business analysis process by staying up-to-date with industry best practices, Salesforce and Tableau platform updates, and sharing knowledge with the team.

Requirements

You will be successful in this role if you are highly motivated, organized, driven and detail-oriented and have: 

• Minimum of 5 years of experience as a Business Analyst, with at least 3 years in a senior role.
• Strong understanding of the Salesforce platform, with hands-on experience in Salesforce implementation projects. Familiarity with Tableau is a plus.
• Exceptional analytical and problem-solving skills, with the ability to break down complex business problems into manageable components.
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients, stakeholders, and cross-functional teams.
• Proficient in creating detailed requirement documentation, including user stories, process flows, and acceptance criteria.
• Experience with agile project management methodologies.
• Familiarity with project management and collaboration tools, such as Clickup..
• Strong organizational and time management skills, with the ability to manage multiple projects and priorities simultaneously.
• Salesforce Business Analyst certification is highly desirable. 
• Experience in the nonprofit sector or with nonprofit clients is a plus.

The Senior Business Analyst will be a key member of our Salesforce implementation team, working closely with the Solution Architect, Project Manager, and Developer to deliver high-quality solutions that meet our clients’ needs. The ideal candidate will have the opportunity to work on challenging projects, contribute to the growth and success of our company, and advance their career in the Salesforce ecosystems.

This Position Is For You If:

This position is right for you if:

• You do not have a full-time position elsewhere.
• You have 15-20 hours/week of availability.
• You are looking to work as a part of a growing team,  learn about our clients and their missions, and want the flexibility to work remotely and independently with a high level of trust.
• You are happy working as a 1099 independent contractor for Sertus while also contributing to the growth of the team and the organization as a whole.  
• Are based in the U.S.
• Align with our values and commitment to diversity, equity and inclusion as outlined below.

If you are interested in applying, please submit your resume to hello@sertuspartners.com.

Our Commitment to Diversity, Equity, and Inclusion

As a women and BIPOC-owned company in the tech space, we know first-hand the importance of including a diversity of voices and experiences in building and advising on the strategic use of technology, even more so when that technology is meant to help amplify those working toward social justice and impact. In that, we strive to not only hire according to these values, but to uphold values, practices and ways of working that make technology itself more accessible to all, and that disrupt traditional consulting models that are deficiency-based rather than strengths-based and co-creative. We strive to work in a way that allows us to iterate and continually evaluate whether we are meeting clients where they are and evaluate the impacts of our work.

The Sertus “WAY” is:

• Honest
• We prioritize upfront, consistent, and honest communication with both clients and team members.
• We openly discuss costs, challenges, strengths, and deliverables to foster transparency and trust.
• We cultivate an environment where our team of independent experts openly communicate and share best practices.
• Outcomes-Driven
• We are laser-focused on the outcomes our clients will experience and the emotions they will feel as we build their solutions.
• We proactively provide recommendations to clients, constantly seeking ways to improve their systems and their experience with us.
• We are committed to understanding the big picture and the nuances of each client team and their processes; delivering the value that they care about most, paying attention to how our work affects their mission and has a meaningful impact.
• Purposefully Efficient
• We focus our time on creating transformation, not on reporting updates on hours/work done.
• We are prepared for and follow through on every interaction to make the most use of everyone’s time.
• We prioritize efficiency, scale, and continuously question any task that may seem like unnecessary “busy work.”
• Accessible
• We use plain talk,  no jargon/consultant speak.
• We don’t ask clients to sign up for our tools and platforms to work with us, we use theirs because we are here to make things easier for them.
• We consider the diverse learning needs of our clients and team members, fostering an inclusive environment.
• We believe in the importance of ongoing training and evaluation, recognizing that they are critical for our continued success as well as that of our clients.
• We have a multi-lingual team to better serve clients from different backgrounds and language preferences.