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About the Role

The Senior Business Analyst will collaborate with business units and technology teams to identify, scope, and deliver AI innovation opportunities within our Salesforce platform landscape. This role focuses on discovering value for sales teams, understanding data and process requirements for AI agents, and defining specifications that align business needs with AI capabilities.

Responsibilities

Partner with business and product teams to identify opportunities where AI agents, automation, and data unification can remove friction, reduce cost, or improve customer/employee experience
Document current-state business processes and design future-state processes that incorporate Salesforce Agentforce agents, Data Cloud (Data 360), and MCP-based integrations
Gather business requirements, high-level user stories, and acceptance criteria for AI agent workflows — including agent actions, guardrails, escalation paths, and human-in-the-loop checkpoints
Assess data readiness for AI use cases (data quality, identity resolution, harmonisation) in partnership with data engineering teams supporting Data 360
Plan and facilitate workshops to scope AI/agentic use cases, evaluate feasibility, and align stakeholders on priority and sequencing
Work with technology teams (Salesforce, data engineering, AI/ML engineers) to produce detailed user stories and acceptance criteria that support development and QA, including for Agentforce agent builds and MCP server/tool integrations
Maintain stakeholder expectations, communicate trade-offs of AI-driven solutions (accuracy, latency, cost, risk), and raise issues to project/product managers as needed
Develop "trusted advisor" relationships with senior stakeholders through effective communication about AI capabilities, limitations, and responsible use
Perform analysis on existing systems and processes to identify where AI/agentic solutions are technically and commercially viable versus where traditional automation is a better fit
Track the evolving Agentforce, Data Cloud, and MCP/agentic-AI landscape, and translate relevant developments into concrete opportunities for the business
Support change management and user adoption for AI-driven process changes, including documentation and enablement materials

Requirements

Proven experience in process modelling (BPMN standard), eliciting business requirements, and translating them into clear user stories and acceptance criteria
Hands-on experience with the Salesforce platform (Sales Cloud / Service Cloud); working knowledge of, or strong interest in, Salesforce Agentforce and Data Cloud (Data 360)
Working familiarity with core AI/agentic concepts — prompt engineering, retrieval-augmented generation (RAG), tool/function calling, and Model Context Protocol (MCP) — sufficient to translate business needs into technical requirements
Understanding of data architecture fundamentals (data unification, identity resolution, data quality) as they relate to grounding AI agents on trustworthy data
Solid understanding of software development methodologies, platforms, and tools, including how AI/agentic components fit into standard SDLC
Demonstrated ability to plan and facilitate small to medium-sized workshops, including cross-functional AI use-case discovery sessions
Strong verbal and written communication skills, with the ability to translate complex AI/technical concepts for non-technical stakeholders and vice versa
Hands-on experience working in agile environments using recognised delivery frameworks such as Agile, Scrum, and Kanban
Experience performing the Business Analyst role across the full software development lifecycle
Experience with Lead-to-Cash processes and Salesforce
Exposure to data analytics and data-driven decision-making, and familiarity with tools such as Jira, Confluence, Slack, Microsoft Office, and Microsoft Teams
A genuine curiosity about AI and a habit of continuous learning — this space moves fast, and the role requires staying current

Skills

Process modelling (BPMN)
Business requirements elicitation
User story creation
Acceptance criteria definition
Salesforce platform (Sales Cloud / Service Cloud)
Salesforce Agentforce
Salesforce Data Cloud (Data 360)
Prompt engineering
Retrieval-augmented generation (RAG)
Tool/function calling
Model Context Protocol (MCP)
Data architecture fundamentals
Data unification
Identity resolution
Data quality
Software development methodologies
Agile environments
Agile
Scrum
Kanban
Full software development lifecycle
Lead-to-Cash processes
Data analytics
Jira
Confluence
Slack
Microsoft Office
Microsoft Teams
AI capabilities
AI limitations
Responsible AI use
AI/agentic solutions
Traditional automation
Agentforce
Data Cloud
MCP/agentic-AI landscape
Change management
User adoption
Salesforce Einstein
Copilot Studio
Generative AI platform features
SQL
Python
Responsible AI principles (bias, privacy, explainability, human oversight)
Salesforce certifications (AI Associate, Agentforce Specialist)

Location

Work Type

Flexible hours

Experience Level

Senior

Education Level

Salesforce certifications (AI Associate, Agentforce Specialist) or equivalent demonstrated learning

Benefits

Appealing working prospect
Numerous wellbeing initiatives
Shared parental leave
Study assistance
Sabbaticals
Country specific benefits

About the Company

A global leader in information and analytics, we help researchers and healthcare professionals advance science and improve health outcomes for the benefit of society.
Building on our publishing heritage, we combine quality information and vast data sets with analytics to support visionary science and research, health education and interactive learning, as well as exceptional healthcare and clinical practice.
At Elsevier, your work contributes to the world's grand challenges and a more sustainable future.
We harness innovative technologies to support science and healthcare to partner for a better world.

Equal Opportunity

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We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers: EEO Know Your Rights.