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Salesforce Business Analyst (Functional) / CRM Business Analyst 2026P-0294

Full-Time
Hybrid, Washington, DC
Posted 4 weeks ago

Ascension LLC is seeking a Salesforce Business Analyst (Functional) who thrives at the intersection of mission delivery, customer experience, and enterprise CRM transformation. This role is critical to supporting a DHS customer implementing and optimizing a Customer Relationship Management Platform (ECCRMP).

The ideal candidate is a strategic thinker and hands-on analyst who can translate mission needs into Salesforce-driven solutions. This individual will work across governance, platform, and stakeholder teams to ensure CRM capabilities align with operational goals, enhance customer engagement, and drive measurable outcomes.

This role is essential to ensuring the success of enterprise CRM modernization efforts that support mission-critical operations, stakeholder engagement, and data-driven decision-making.


Position Summary

The Salesforce Business Analyst (Functional) will serve as a key liaison between business stakeholders and technical delivery teams, supporting the design, implementation, and continuous improvement of Salesforce-based CRM solutions.

The ideal candidate is:

  • Highly analytical and detail-oriented
  • Comfortable working in ambiguous, evolving environments
  • Skilled at eliciting requirements, facilitating workshops, and translating business needs into system functionality
  • Capable of supporting parallel workstreams across governance and platform teams

This role will support:

  • Business process analysis and reengineering
  • CRM configuration and optimization
  • Data-driven decision support
  • Stakeholder engagement and communication

The candidate will leverage tools such as:

  • Salesforce (Sales Cloud, Service Cloud, or similar)
  • Microsoft 365 ecosystem (Teams, SharePoint, Power Platform)
  • Data visualization and reporting tools

Ascension’s experience in data analytics, workflow automation, and program management directly supports this role’s success in delivering scalable CRM solutions .


Day-to-Day Responsibilities

  • Analyze business processes and translate requirements into Salesforce functional specifications
  • Facilitate stakeholder interviews, workshops, and requirements sessions
  • Develop user stories, process flows, and business requirements documentation
  • Collaborate with developers and architects to ensure accurate solution design and implementation
  • Support CRM configuration, testing, and validation activities
  • Monitor system performance and recommend process improvements and enhancements
  • Develop dashboards, reports, and data-driven insights to support decision-making
  • Coordinate with governance teams to ensure alignment with enterprise standards
  • Support UAT (User Acceptance Testing) and deployment activities
  • Maintain documentation including SOPs, workflows, and knowledge artifacts
  • Provide change management and end-user support during system adoption
  • Track risks, issues, and dependencies across multiple workstreams

Job Features

Job CategoryData Analysis and Analytics
Minimum RequirementsBachelor’s Degree in Business, Information Systems, or related field | Minimum 5–7 years of experience in business analysis or CRM-related roles | Minimum 3+ years of Salesforce functional experience
Required SkillsStrong understanding of: Agile methodologies (Scrum, Kanban) | Data analysis and reporting concepts | Proficiency with: Salesforce (Sales Cloud, Service Cloud) | Microsoft Office Suite (Excel, PowerPoint, Word)
Technical SkillsDemonstrated experience in: Requirements elicitation and documentation | Business process modeling (BPMN or similar) | CRM implementation or enhancement projects | Experience supporting federal government clients (preferred DHS)|Excellent written and verbal communication skills
Desired SkillsSalesforce certifications (e.g., Salesforce Certified Business Analyst, Admin) | Experience with: Power BI or Tableau | SharePoint and Microsoft Power Platform | ServiceNow or other enterprise platforms| PMP, PMI-ACP, or CBAP certification | Experience supporting enterprise-level CRM transformation initiatives | Familiarity with DHS mission environments and customer engagement platforms | Experience supporting data governance and reporting frameworks
Sustainability RequirementsAbility to obtain and maintain DHS Public Trust (Medium Risk) | U.S. Citizenship required

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