Salesforce Business Analyst

LTM; Canada; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading financial services firm in Mississauga seeks an experienced Salesforce Business Analyst to drive Salesforce implementations. The candidate should have at least 8 years of experience and strong expertise in Financial Services Cloud (FSC). This role involves requirement gathering, user story writing, and collaboration with stakeholders to ensure successful project outcomes. Candidates with domain knowledge in Insurance or Wealth Management will have an advantage.

Qualifications

• 8 years of experience as a Salesforce Business Analyst.
• Experience with Salesforce Financial Services Cloud (FSC).
• Strong understanding of requirement gathering techniques.

Responsibilities

• Gather, analyze and document business and functional requirements.
• Translate business needs into user stories and functional specifications.
• Act as a liaison between business users and Salesforce architects.

Skills

Salesforce Financial Services Cloud (FSC)

Stakeholder management

Requirement gathering techniques

User story writing

Agile/Scrum experience

Tools

Salesforce

Job description

Role description

Salesforce Business Analyst

Job Location

Mississauga, Ontario, Canada

Job Description

We are looking for an experienced Salesforce Business Analyst with strong expertise in Financial Services Cloud (FSC) to join our growing team. The ideal candidate will work closely with business stakeholders, product owners, architects, and development teams to gather requirements, design solutions and support end‑to‑end Salesforce implementations.

Experience in Insurance and/or Wealth Management domain will be a strong advantage.

Key Responsibilities

• Work with business stakeholders to gather, analyze and document business and functional requirements.
• Translate business needs into clear user stories, process flows and functional specifications.
• Act as a liaison between business users, technical teams and Salesforce architects.
• Drive requirement workshops, discovery sessions and stakeholder interviews.
• Support FSC implementations including configuration, support data mapping and solution validation.
• Create and maintain documentation such as BRDs, FRDs, process diagrams and UAT plans.
• Coordinate and support UAT cycles, defect tracking and release readiness.
• Identify process improvement opportunities and recommend Salesforce‑based solutions.

Agile Delivery Responsibilities

• Write detailed user stories with clear acceptance criteria aligned to business outcomes.
• Participate in backlog grooming/story refinement sessions with product owners and technical teams.
• Actively contribute to sprint planning by clarifying scope, priorities and dependencies.
• Support daily stand‑ups by addressing requirement‑related clarifications.
• Present sprint demos/reviews to business stakeholders and gather feedback.
• Work closely with QA teams to ensure stories are testable and meet business expectations.
• Help prioritize backlog items based on business value and urgency.
• Track story progress and ensure requirements are delivered as per sprint commitments.

Required Skills & Qualifications

• 8 years of experience as a Salesforce Business Analyst.
• Experience with Salesforce Financial Services Cloud (FSC).
• Strong understanding of requirement gathering techniques and documentation practices.
• Experience writing user stories, acceptance criteria and functional flows.
• Experience with Person Accounts, Household model and FSC standard objects.
• Experience working in Agile/Scrum environments.
• Strong stakeholder management and communication skills.
• Salesforce certifications (Admin, Business Analyst, Sales Cloud, Service Cloud, FSC) preferred.

Good to Have

• Domain knowledge in Insurance—policy lifecycle, claims, agent‑broker model, customer onboarding.
• Domain knowledge in Wealth Management—client onboarding, financial accounts, advisor workflows.

Roles Expectations

• Work closely with solution architects to ensure FSC capabilities align with business needs.
• Support digital transformation initiatives for financial services customers.
• Act as a trusted advisor to business stakeholders.
• Help define current vs. future state process models.