Business Analyst - Salesforce

Capital Resourcing Group; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking an experienced Business Analyst to work on high-impact initiatives within Financial Services. The successful candidate will have strong Salesforce experience and a solid understanding of regulated environments. Key responsibilities include documenting requirements, facilitating communication between stakeholders, and enhancing Salesforce solutions. This hybrid role offers a competitive day rate.

Qualifications

• Proven experience as a Business Analyst within Financial Services.
• Hands-on experience with Salesforce in a business or systems analysis capacity.
• Strong understanding of end-to-end business processes and systems integration.
• Experience in regulated environments.
• Excellent stakeholder management and communication skills.

Responsibilities

• Elicit, analyse, and document business and functional requirements.
• Act as a bridge between business and technical teams.
• Lead requirements workshops and stakeholder interviews.
• Support the design and enhancement of Salesforce solutions.

Skills

Salesforce experience

Stakeholder management

Communication skills

Business analysis

Understanding of regulated environments

Job description

Business Analyst

Location: Bucks, Hybrid one day a week in the office

Day rate: £500pd - £550pd, Inside IR35

We are looking for an experienced Business Analyst to join our team, working on high-impact initiatives within Financial Services. The successful candidate will have strong Salesforce experience, a solid understanding of regulated environments, and a proven ability to translate business needs into clear, actionable requirements. You will work closely with stakeholders across the business, technology teams, and third-party vendors to deliver scalable solutions that support business growth, efficiency, and compliance.

Key Responsibilities

• Elicit, analyse, and document business and functional requirements across Financial Services initiatives
• Act as a bridge between business stakeholders and technical teams, ensuring clear communication and alignment
• Lead requirements workshops, stakeholder interviews, and process mapping sessions
• Support the design, configuration, and enhancement of Salesforce solutions (e.g. Sales Cloud, Service Cloud, Financial Services Cloud)

Key Skills & Experience required

• Proven experience as a Business Analyst within Financial Services
• Hands‑on experience working with Salesforce in a business or systems analysis capacity
• Strong understanding of end‑to‑end business processes and systems integration
• Experience working in regulated environments
• Excellent stakeholder management and communication skills