Salesforce Business Analyst - Finance Operations

At Ellis Porter, our goal is to improve the immigration experience for employers and individuals so they can thrive in a smaller world. To do this, we've built a team of dedicated immigration professionals (we call ourselves Porters) who believe passionately in the economic and cultural benefits that immigration provides to America, and who excel at providing our clients with refreshingly clear guidance, uniquely creative strategies, and remarkably responsive service, all with genuine empathy and a personal touch.

Immigration law is very complex and full of constant challenges, but the Ellis Porter team loves what we do, and who we do it with, and we find great satisfaction in knowing that our work positively, and intimately, impacts our clients’ lives and companies.

Our Culture

We're also immensely proud (and protective) of our culture at Ellis Porter. It's not what you would expect from a typical law firm, because we're not a typical law firm. We take our work seriously, but not ourselves. We don't tolerate drama, and jerks are not allowed. Over time, we’ve built a wonderfully diverse team of Porters who reflect the backgrounds and perspectives of the clients we serve.

As our team continues to grow, we’ve remained committed to cultivating an inspiring, authentic, comfortable, and flexible work environment where you are respected, encouraged to bring your whole self to work, and challenged to continue your growth as a professional in the legal immigration field.

The Unique Opportunity

Ellis Porter is in an exciting phase of growth as we scale our Agile product operations and continue improving our Salesforce-based technologies, including Litify, Accounting Seed, and supporting applications. We are expanding the Product Operations team to include a skilled, functional-minded Business Analyst who can bridge the needs of our business teams and the Salesforce platform that powers their work. This is a unique opportunity to help shape how our attorneys, case managers, and operational teams work every day. As a Business Analyst, you’ll work at the intersection of technology, process improvement, and user experience, ensuring our platform evolves in ways that make the immigration process clearer, faster, and easier for both our clients and our internal teams.

Position Summary

The Salesforce Business Analyst – Finance Operations will serve as a critical functional partner to our Salesforce Administrators, Product Operations leadership, and legal/operational teams. This role focuses on deeply understanding business processes, translating requirements into well-defined user stories, supporting quality assurance testing, and ensuring product enhancements achieve measurable business value. The ideal candidate is curious, collaborative, analytical, and passionate about improving user experiences. They understand how to uncover business needs, document requirements with clarity, and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform.

This role can be fully remote from any U.S. location, or based in either our Troy, MI or Ann Arbor, MI office as an in-person or hybrid role. Please note - although this role can be remote, all work must be performed within the United States.

What You'll Do

  Business Process Discovery & Requirements Gathering 

Partner with the finance team, attorneys, case managers, and operational teams to understand existing workflows, pain points, and opportunities for improvement

Conduct interviews, workflow analyses, and user observations to map current-state and future-state processes

Translate business needs into clear, detailed user stories, acceptance criteria, and supporting documentation

Collaborate with Salesforce Admins to ensure requirements are feasible and aligned with platform best practices

Support change management efforts by documenting and communicating process changes

  Product & Feature Development Support 

Act as the functional lead on assigned work items within Azure DevOps, ensuring user stories are complete and ready for development

Ensure Salesforce configuration, automation, and UX decisions align with defined processes, terminology, and governance frameworks

Assist with backlog grooming by validating priority, business impact, and alignment with product strategy

Collaborate closely with the Agile Project Manager to support sprint planning, refinement, and sprint reviews

Help evaluate new features, platform capabilities, and enhancement requests, making recommendations based on user needs and system best practices

Develop user enablement materials, ensuring consistency between documented workflows and system behavior, aligning materials and training to org-wide frameworks and tools

  Quality Assurance & Testing 

Develop test plans, test cases, and test scripts for new features or enhancements

Execute functional, regression, and user acceptance testing (UAT)

Validate that delivered features meet requirements and deliver the intended business value

Validate features against defined workflows and SOPs to ensure system updates reflect the intended business process

Clearly document and communicate defects or improvement opportunities to technical team members

Support UAT with end users, helping ensure adoption readiness

  User Support & Stakeholder Enablement 

Assist with new feature rollouts, including training materials, release notes, and communications 

Provide guidance and support to users during onboarding or changes to case management processes

Identify recurring support themes and recommend system or process improvements

Partner with Senior and Junior Salesforce Admins on root-cause analysis for user pain points and data quality issues

  Data & Insight Support 

Use reporting and dashboards to analyze user trends, operational bottlenecks, or system issues

Support data validation efforts for new features or major releases

Help define KPIs and success metrics for features or process changes 

  Continuous Improvement 

Stay current on Salesforce platform capabilities, especially declarative tools such as Flow, Lightning App Builder, and reporting enhancements

Stay current on AI technologies and make recommendations for incorporating AI into workflows in ways that align with overall EP AI strategy and policies 

Participate in Agile ceremonies, contributing insights that help improve delivery velocity, team alignment, and platform quality

Recommend enhancements or optimizations based on user feedback and operational data

What Skills You’ll Bring

Bachelor’s Degree in Business Administration, Information Systems, Accounting/Finance, or a related discipline

4+ years of experience as a Business Analyst, Product Analyst, or similar role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions

Strong understanding of business process analysis, workflow mapping, and functional requirements documentation

Familiarity with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise

Experience writing user stories and acceptance criteria in Agile environments (Jira, Azure DevOps, etc.)

Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language 

Strong analytical and problem-solving abilities, with attention to detail

Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment

Passion for delivering user-centric solutions and improving operational efficiency

Other preferred skills include: 

Experience supporting accounting and finance operations in a technologically advanced environment

Familiarity with Accounting Seed or other cloud-based general ledger/accounting platforms

Experience with user acceptance testing, QA processes, or structured testing methodologies

Experience with Salesforce as an end user or “super” user

Understanding of relational data concepts and reporting best practices

Salesforce Business Analyst Certification or other relevant certification

Experience collaborating with Knowledge Management, Operations, or Process Excellence team

What We'll Provide

Opportunity to do challenging and highly rewarding work at a fast-growing firm with an inspiring mission

Opportunity to join intelligent, creative, and dedicated immigration professionals who value respectful, collaborative working relationships

Inclusive firm culture celebrating diverse perspectives, backgrounds, identities, and experiences

People-centered workplace policies and flexible work schedules, including remote work opportunities

Competitive compensation, health/dental/vision/life insurance benefits, a 401(k)-retirement savings plan with employer-matching, and a generous paid-time-off policy

Casual attire and lots of free food when working from the office

Does this position, and our culture, seem like a good fit for you? If so, we would love to speak with you about joining the Ellis Porter team! 

Ellis Porter provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

NON-SOLICITATION STATEMENT: No agencies please. Ellis Porter (EP) recruits candidates exclusively utilizing our internal Talent Acquisition team. EP does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between EP and Agency describing the services and specific job openings (“Agreement”). EP may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contacts with any person within EP is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any employees of EP with recruiting inquiries or resumes.