---
title: 'Salesforce Business Analyst at FormativGroup'
canonical: 'https://feeny.ai/job/salesforce-business-analyst-formativgroup-united-states-6a130yh0re4q'
type: 'job'
last_seen: '2026-11-09'
---

# Salesforce Business Analyst at FormativGroup

- **Company:** FormativGroup
- **Location:** United States
- **Compensation:** $100k–$120k
- **Work type:** remote
- **Posted:** 2026-11-03
- **Last confirmed live:** 2026-11-09
- **Apply:** https://job-boards.greenhouse.io/formativgroup/jobs/4371786009

## Job description

Salesforce Bsuiness Analyst

Are you energized by turning business needs into clear requirements, smart Salesforce solutions, and better user experiences? This role is a great fit for someone who enjoys connecting the dots between clients, technical teams, and business processes while helping bring enterprise cloud solutions to life.

## About the Role

As a Salesforce Business Analyst, you will be part of a team responsible for delivering enterprise cloud technology solutions. Our Salesforce Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, Salesforce configuration, testing, training, and post-deployment support. As a Salesforce Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skillset.

We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.

## Who we are

FormativGroup is a PE-backed Salesforce consulting and implementation partner helping organizations transform how they work through strategy, solution design, implementation, and ongoing platform support.

We partner with clients to deliver scalable cloud technology solutions that align business needs, technical architecture, and long-term growth. Our teams bring together Salesforce expertise, delivery discipline, and a collaborative approach to help clients move from vision to execution.

## What you do

- Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements
- Synthesize requirements to create clear and comprehensive user stories and solution design documentation
- Perform fit-gap analysis between Salesforce functionality and client requirements
- Design elegant, innovative Salesforce solutions involving the configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
- Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
- Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
- Develop training curriculum and deliver training sessions to the solution’s end users
- Work with Delivery Director to manage a project to scope, budget, and timeline expectations

## What you bring

- 5+ years of Salesforce administration or consulting experience, with background in project coordination, business analysis, or project management
- Salesforce Administrator certification required (Business Analyst certification preferred).
- Experience defining business processes, writing user stories, and gathering Salesforce requirements across multiple stakeholders and workstreams.
- Proven ability to support Salesforce deployments including data migrations, third-party integrations, and configuration across B2B, B2C, and hybrid models.
- Strong analytical skills with experience in data analysis, reporting, and presenting insights clearly and accurately.
- Skilled in Google Workspace, Salesforce products, and identifying/automating manual processes to improve efficiency.
- Strong communication and teamwork skills, with the ability to collaborate, influence, and mentor junior team members.
- Demonstrated ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail.
- Adaptable, continuous learner with experience contributing to successful projects involving multiple stakeholders, dependencies, and evolving needs.

Location and Work Authorization

- This is a remote role with potential periodic client travel. Applicants must be authorized to work for any employer in the United States.
- FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.
- Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.

We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.

In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.

Estimated Compensation Range: $100,000—$120,000 USD

FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.

FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

#formativgroupcareers #WorkWithUs

Click here to view our [Privacy Policy](https://formativgroup.io/2025/11/19/privacy-policy/)

## About FormativGroup

## Company Overview
- **One-liner**: FormativGroup is a technology consultancy that helps mid-market organizations unlock the full value of their technology investments by integrating data, applications, and workflows.
- **Entity Type**: Private (backed by Rockbridge Growth Equity, LLC)
- **Headquarters**: White Plains, New York, United States
- **Founded**: 2025 (launched March 2025)
- **Founders**: Gene Chao (Chief Executive Officer)

## Core Business
- **Primary industry**: IT Services and IT Consulting
- **Target customers**: B2B, mid-market and emerging enterprises
- **Mission**: “Every company deserves to reap the full benefits of their technology. … We are the only consultancy purposely designed to help mid-market organizations unlock the full power of their data across their technology and business ecosystem(s).”

## Products & Services
- **Data Architecture & Consulting**: Services including data migration, modernization, governance, lineage, and analytics – leveraging platforms like Snowflake, Databricks, Tableau, Power BI, and Informatica.
- **Application Solutions**: Design, build, and manage applications across Salesforce, Microsoft Dynamics, MuleSoft, and other PaaS/SaaS ecosystems.
- **Workflow & Process Designs**: Process mining, workflow mapping, automation, and continuous improvement (CI/CD, DevOps).
- **Technology Consulting**: AI roadmapping, reference architecture design, interoperability solutions, product and tools selection.
- **Platform Support**: Deep expertise in Salesforce (Sales, Service, Experience Cloud), Microsoft (Azure, Power Platform, Business Central, Fabric), and AWS.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Annual Revenue of ~$34M (LinkedIn estimate)
- **Notable Investors/Partners**: Parent company Rockbridge Growth Equity; platform partners include Salesforce, Microsoft, Snowflake, Databricks, Informatica, Qlik, Splunk, and AWS.
- **Growth Signals**: Acquired two firms in 2025–2026 – **Flok** (Salesforce consulting) and **Eon Collective** (data lineage, governance); website traffic growing 113.4% month-over-month; LinkedIn follower growth of 43.9% monthly.

## Competitive Advantages
- **Mid-market focus**: Dedicated to right-sized solutions for emerging and middle-market companies, an underserved segment often left behind by large system integrators.
- **Full-stack integration**: Unique combination of data architecture, application solutions, and workflow design under one roof – bridging silos across the entire technology ecosystem.
- **Industry-centric approach**: Consultants with deep domain expertise who design and execute, not just advise.
- **Partnership model**: Long-term, collaborative client relationships rather than transactional project delivery.

## Strategic Focus
- Continue building a connected data foundation for clients to enable meaningful AI and automation.
- Expand through targeted acquisitions that complement data and platform capabilities.
- Strengthen Salesforce and Microsoft ecosystem services while scaling offerings in Snowflake, Databricks, and AI roadmapping.

## Why Work Here
- **Culture**: Collaborative, transparent, and committed to continuous learning. Leaders act as coaches, unblockers, and advocates. Principles include “escale early; solve together” and “do the right thing, especially when it’s hard.”
- **Flexibility**: Hybrid work with accountability – no “always-on” culture. Offices in White Plains, NY and Southlake, TX.
- **Growth**: Mentorship and sponsorship programs, stretch opportunities, clear progression paths, and broad exposure across platforms, industries, and disciplines.
- **Benefits**: Competitive benefits package supporting health, financial security, and work-life balance.
- **Hiring**: Actively recruiting for consulting and technical roles (see open roles at [formativgroup.io/open-roles](https://formativgroup.io/open-roles/)).

## Sources
1. [formativgroup.io](https://formativgroup.io/) – Homepage and service descriptions
2. [formativgroup.io/about-us/](https://formativgroup.io/about-us/) – Executive team, mission, and background
3. [formativgroup.io/careers/](https://formativgroup.io/careers/) – Culture, benefits, and principles
4. [linkedin.com/company/formativgroup](https://www.linkedin.com/company/formativgroup) – Company details, revenue, acquisitions, tech stack
5. [formativgroup.io/open-roles/](https://formativgroup.io/open-roles/) – Current open positions

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