Salesforce Workflow Analyst

Overview

Role Overview:
We are seeking a Salesforce Workflow Analyst to support the New York State Department of Labor (NYSDOL). The Analyst will analyze, design, and document Salesforce-based case management workflows for Unemployment Insurance (UI) investigations. This role involves creating technical design documentation for a Case Management Solution (CMS) based on requirements from the Office of Special Investigations (OSI). The Analyst will collaborate with program staff, investigators, IT teams, and stakeholders to translate investigative, regulatory, and operational requirements into compliant, efficient, and scalable system solutions.

• Business & Technical Analysis
  • Gather and document business and technical requirements
  • Develop functional and technical specifications
  • Translate statutory and regulatory requirements into system workflows
• Salesforce Workflow Design
  • Design and support Salesforce case management workflows
  • Document case lifecycle, routing, automation, and status tracking
  • Ensure workflows are configurable and aligned with program needs
• Investigative Workflow Support
  • Develop workflows for civil law enforcement investigations, audits, and misconduct cases
  • Support evidence tracking, task sequencing, escalation, and auditability
  • Support criminal investigative workflows (as applicable)
• Regulatory & Confidentiality Compliance
  • Ensure compliance with federal and state UI regulations
  • Design workflows that enforce confidentiality and data protection requirements
• Data & Analytics Integration
  • Support integration of data analytic systems (e.g., Splunk)
  • Incorporate analytics outputs into investigative workflows
• Stakeholder Collaboration
  • Collaborate with NYSDOL program, investigative, and IT staff
  • Provide timely and responsive communication and support

• Minimum 5 years experience gathering requirements and drafting technical specifications
• Minimum 5 years experience developing workflows in Salesforce
• Completion of at least 3 projects involving:
  • Investigative workflows
  • Statutory and regulatory compliance, including confidentiality requirements
  • Integration with data analytic systems

• Knowledge of USDOL and UI confidentiality regulations
• Experience supporting public-sector investigative systems

• Ability to work in highly regulated environments
• Strong written and verbal communication skills