Familiarity with Agentforce or Salesforce AI tools (Einstein AI, generative AI)
Strong understanding of marketing automation and customer lifecycle management
Requirements:
Partner with marketing, sales, and product stakeholders to gather and document business requirements and translate them into functional specifications for Salesforce Marketing Cloud solutions
Design, implement, and validate campaigns using Journey Builder, Email Studio, and Automation Studio; define segmentation and personalization strategies; support testing and UAT
Identify opportunities to leverage Agentforce AI for marketing use cases; define AI-driven workflows, assist in training and evaluating AI outputs, and monitor performance
Analyze campaign performance and customer data to generate actionable insights; define KPIs and dashboards; ensure data quality and governance; support A/B testing and communicate progress and risks to stakeholders
Job description
Position: Business Analyst – Salesforce Marketing Cloud & Agentforce for Marketing
Location: Remote
11 Months Contract
Job Summary
We are seeking a detail-oriented Business Analyst with expertise in Salesforce Marketing Cloud and Agentforce for Marketing to bridge business needs with technical marketing solutions. This role will focus on gathering requirements, optimizing customer journeys, and enabling AI-driven marketing capabilities to deliver personalized and data-driven customer experiences.
Key Responsibilities Business Analysis & Requirements Gathering
Partner with marketing, sales, and product stakeholders to gather and document business requirements
Translate business needs into functional specifications for Salesforce Marketing Cloud solutions
Create user stories, process flows, and acceptance criteria
Facilitate workshops, stakeholder interviews, and requirement validation sessions
Salesforce Marketing Cloud (SFMC)
Collaborate with technical teams to design and implement campaigns using Journey Builder, Email Studio, and Automation Studio
Define segmentation, targeting strategies, and campaign logic
Ensure proper use of data extensions, contact models, and personalization strategies
Support testing, UAT, and campaign validation
Agentforce for Marketing (AI Integration)
Identify opportunities to leverage Agentforce AI agents for marketing use cases (personalization, lead nurturing, content generation)
Define business requirements for AI-driven workflows and automation
Assist in training, testing, and evaluating AI agent outputs
Monitor and refine AI-driven processes based on performance insights
Data Analysis & Insights
Analyze campaign performance and customer data to generate actionable insights
Define KPIs, dashboards, and reporting requirements
Work with data teams to ensure data quality, governance, and compliance
Support A/B testing and optimization strategies
Stakeholder Communication
Act as a liaison between business stakeholders and technical teams
Communicate complex technical concepts in a clear, business-friendly manner
Provide regular updates on project progress, risks, and dependencies
Required Skills & Qualifications
3–6+ years of experience as a Business Analyst in digital marketing or CRM environments