Salesforce Business Analyst (Financial Services Cloud)

Maarut Inc; Montreal; On-site; CAD 70,000 - 110,000; Full time

Job summary

Maarut Inc. is seeking a Salesforce advisor (business analysis) to optimize Financial Services Cloud processes, including lead conversion, opportunities, activities, and appointments.

You will analyze impact on processes and data models (Account, Household, Financial Account) and manage integrations via APIs and satellite systems. You will also gather and validate requirements, prioritize the backlog with the Product Owner, and lead workshops for scoping and design.

Qualifications

• Experience documenting and validating requirements, including user stories and epics.
• Strong backlog prioritization and collaboration with Product Owner.
• Familiarity with Salesforce CRM capabilities, especially Sales Cloud or Service Cloud.
• Ability to define KPIs and perform cost/benefit analyses.

Responsibilities

• 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.

Skills

Sales Cloud

Service Cloud

Business Analysis

Backlog Prioritization

Workshops

Requirements Gathering

User Stories/Epics

KPI Definition

Cost/Benefit Analysis

Tools

Sales Cloud (CRM)

Salesforce Flow

APIs

Job description

• 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