Senior Salesforce Business Analyst
Margo Group
Posted: January 28, 2026
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Quick Summary
As a Senior Salesforce Business Analyst, you will manage a dedicated Salesforce instance focused on Energy Management and Trading, ensuring complex business requirements are executed with high-value risk, compliance, and governance.
Required Skills
Job Description
Role Overview
Forget the traditional "Sales CRM" mindset. In this role, you will join a specialized team managing a dedicated Salesforce instance focused on Energy Management and Trading. Unlike standard sales-driven environments, this platform is a mission-critical tool for high-stakes business workflows, where the focus shifts from high-volume lead management to high-value risk, compliance, and governance.
As a member of a 5-person expert team, you will act as a Functional Super-Administrator. You will be the bridge between complex business requirements and technical execution, ensuring that Salesforce effectively supports the strategic operations of our Energy Trading unit.
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Key Responsibilities
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Business Process Translation: Translate non-standard business processes—such as counterparty onboarding, KYC (Know Your Customer), and rating assessments—into robust Salesforce solutions.
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Functional Configuration: Hands-on configuration of business rules, advanced automations (Flows), and custom screens to guide users through complex workflows.
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Risk & Compliance Logic: Implement and manage conditional workflows triggered by specific risk or compliance levels, ensuring the system acts as a safeguard for the business.
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Requirements Challenging: Act as a consultant to the business; analyze and challenge requirements to ensure they are consistent, secure, and aligned with regulatory constraints.
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Strategic Support: Provide expert-level functional support and act as the go-to Salesforce authority for the Energy Management business units.
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The Challenges We Solve
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Niche Environment: Managing interactions with major market players where the volume is low, but the complexity and financial risks are significant.
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Repurposed Platform: Using Salesforce not for sales, but as a specialized engine for regulatory governance and operational workflows.
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High Impact: Working at the intersection of Risk, Information Systems, and Energy Trading, where system integrity is paramount.
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Candidate Profile
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Salesforce Expertise: Proven experience as a Salesforce Business Analyst or Senior Administrator. Experience with complex, non-standard implementations is highly valued.
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Analytical Rigor: Ability to understand and document intricate business rules and translate them into technical logic.
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Risk-Oriented Mindset: Familiarity with KYC, compliance, or financial risk processes is a significant advantage.
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Communication & Influence: Excellent stakeholders management skills; ability to navigate a structured, demanding environment and influence business decisions.
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Technical Curiosity: A BA who enjoys "getting under the hood"—comfortable with functional configuration and occasionally building specific UI components.
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Why Join This Team?
This is a unique opportunity to move beyond "classic" use cases. You will work on high-value-added topics in a complex and demanding environment. You will have a cross-functional perspective, close ties with strategic business units, and a direct impact on the critical processes of a global group.