Salesforce Business Analyst (Financial Services Cloud)

Maarut; Montreal; Sur place; CAD 90 000 - 130 000; Temps partiel

Résumé du poste

Maarut is seeking a Salesforce Business Analyst (Financial Services Cloud) in Montreal to lead the functional side of FSC implementations. You will run workshops with business units, translate needs into user stories, and drive process modelling, data integration considerations and deployment support.

Ideal candidates have experience with FSC lead conversion, opportunities, activities, and data models, and can engage executives and governance committees to remove blockers.

Qualifications

• Gathering, documenting and validating requirements (user stories, epics), backlog prioritization with the PO.
• Organizing and facilitating business workshops (scoping, design).
• Salesforce automation (Flow, workflows) and configuration activities.
• Deployment and adoption support, KPI definition, cost/benefit analysis.
• Functional CRM Salesforce advisor role with FSC exposure.

Responsabilités

• Act as the functional Salesforce reference within a squad for wealth management advisors’ CRM.
• Lead scoping/design workshops, write user stories, model processes and journeys in Salesforce.
• Support acceptance criteria, UAT, deployment, and governance interactions.
• Translate business needs to FSC data model (Account, Household, Financial Account) and integrations.

Connaissances

CRM analysis

Workshop facilitation

Requirements gathering

Backlog prioritization

Business process modelling

Stakeholder management

Outils

Salesforce FSC

Sales Cloud

Service Cloud

Description du poste

Salesforce Business Analyst (Financial Services Cloud)

Posted On 28/10/2026

Job Information

Term November 23, 2026 to December 31, 2026

Assigned Recruiter(s) Margret Tinitha,Richa Singh

Technology

Number of Positions 1

Work Experience 7-10 Years

City Montreal

State/Province Quebec

H1B

Job Description

The client is looking for a business analyst who acts as the functional Salesforce reference within a squad responsible for the wealth management advisors’ CRM. The role covers the full cycle: scoping and design workshops, user story writing, process and journey modelling in Salesforce, acceptance criteria and UAT support, then deployment support. The mandate is specific about the FSC landscape: lead conversion, opportunity, activity and appointment processes, and the Account, Household and Financial Account data model. The profile must also hold their own with executives and governance committees, and help remove blockers in complex CRM integration contexts. The T-Shape mention opens the door to configuration tasks without making them the core of the role. The mandate contains no qualifications section (years, degree, language, certification).

Target candidate: a Salesforce business analyst who has led the functional side of at least one Financial Services Cloud implementation or evolution, able to run workshops with business units and translate needs into user stories traceable through deployment. Exposure to the FSC data model and integration issues is what sets them apart from a generalist CRM BA.

Key Requirements

• Functional CRM Salesforce advisor role (business analysis)
• Financial Services Cloud processes (lead conversion, opportunities, activities, appointments)
• Impact analysis: processes, data model (Account, Household, Financial Account), integrations (APIs, satellite systems)
• Gathering, documenting and validating requirements (user stories, epics), backlog prioritization with the PO
• Organizing and facilitating business workshops (scoping, design)
• Sales Cloud or Service Cloud capabilities
• Salesforce automation (Flow, workflows) and configuration activities
• Deployment and adoption support, KPI definition, cost/benefit analysis

Requirements

ASSET

Profiles to Exclude

• Profile showing Salesforce only in Sales Cloud or Service Cloud, with no demonstrated Financial Services Cloud exposure.
• Salesforce administrator or developer profile whose engagements are limited to configuration, with no demonstrated requirements gathering or workshop facilitation.
• CRM business analyst profile on another platform (e.g. Dynamics 365), with no Salesforce engagement on the resume.
• Product Owner profile whose resume shows backlog ownership and final prioritization, without writing user stories or modelling processes.
• Salesforce architect profile with no functional analysis conducted directly with business units.
• Candidate not available to start on November 23, 2026.