Lead - Business Analyst

Iris Software Inc.; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

World-class benefits

Personalized employee experience

Support for financial and health needs

Job summary

Iris Software Inc. is seeking a highly skilled Business Analyst with 9-10 years of experience to drive client onboarding processes. The ideal candidate will collaborate with stakeholders to gather requirements, work on Salesforce applications, and ensure effective documentation.

The role demands strong analytical, communication, and stakeholder management skills, along with a solid understanding of financial domains. Join us for a chance to excel in a fast-growing IT services company.

Qualifications

• 9-10 years of experience as a Business Analyst in financial services.
• Experience in client onboarding and KYC processes.
• Strong understanding of data flow and system interactions.

Responsibilities

• Gather and document requirements related to client onboarding.
• Work on Salesforce applications supporting client data.
• Facilitate workshops with stakeholders and ensure documentation.

Skills

Business Analyst Experience

Client onboarding

Data management

APIs and integrations

Agile/Scrum experience

Analytical skills

Communication skills

Stakeholder management

Tools

Salesforce

JIRA

Confluence

Job description

Why Join Iris?

Are you ready to do the best work of your career at one of India’s Top 25 Best Workplaces in IT industry? Do you want to grow in an award-winning culture that truly values your talent and ambitions? Join Iris Software — one of the fastest-growing IT services companies — where you own and shape your success story.

About Us

At Iris Software, our vision is to be our client’s most trusted technology partner, and the first choice for the industry’s top professionals to realize their full potential. With over 4,300 associates across India, U.S.A, and Canada, we help our enterprise clients thrive with technology-enabled transformation across financial services, healthcare, transportation & logistics, and professional services. Our work covers complex, mission-critical applications with the latest technologies, such as high-value complex Application & Product Engineering, Data & Analytics, Cloud, DevOps, Data & MLOps, Quality Engineering, and Business Automation.

Working with Us

At Iris, every role is more than a job – it’s a launchpad for growth. Our Employee Value Proposition, “Build Your Future. Own Your Journey.” reflects our belief that people thrive when they have ownership of their career and the right opportunities to shape it. We foster a culture where your potential is valued, your voice matters, and your work creates real impact. With cutting-edge projects, personalized career development, continuous learning and mentorship, we support you to grow and become your best – both personally and professionally.

Curious what it’s like to work at Iris? Watch our video for an inside look at the people, the passion, and the possibilities.

Job Description

Key Responsibilities

• Collaborate with business stakeholders to gather, analyze, and document requirements related to client onboarding, KYC, and client lifecycle management.
• Work on Salesforce-based applications supporting client data, onboarding workflows, and customer intelligence platforms.
• Translate business requirements into functional specifications, user stories, and process flows.
• Understand and document client context data models, including client hierarchies, relationships, and behavioral insights.
• Support the design of solutions for client onboarding journeys & client insights.
• Partner with technology teams to ensure requirements are accurately implemented.
• Perform impact analysis, gap analysis, and data mapping across upstream/downstream systems.
• Participate in UAT (User Acceptance Testing), validate deliveries, and ensure alignment with business expectations.
• Facilitate workshops and discussions with stakeholders across business, compliance, and technology domains.
• Ensure proper documentation including requirement documents, process maps, and data lineage.
• Drive continuous improvement of processes and enhance client experience and operational efficiency.

Required Skills & Experience

• At least 9 to 10 years of experience as a Business Analyst, preferably in financial services or customer data platforms.
• Experience in client onboarding, KYC, Client insights
• Familiarity with client data management, customer 360 view
• Strong understanding of data flow, APIs, integrations, and system interactions.
• Ability to create process flows, user journeys, and requirement documentation.
• Experience working in Agile/Scrum environments.
• Strong analytical, communication, and stakeholder management skills.
• Knowledge of financial domain (capital markets/wealth management)
• Experience in using Gen AI tools like Cursor/CoPilot/Claude

Good to Have

• Experience with data visualization or reporting tools.
• Understanding client segmentation and analytics use cases.
• Familiarity with JIRA, Confluence, or similar tools.
• Salesforce (Sales Cloud, Service Cloud, or related ecosystems).

Key Competencies

• Stakeholder Management
• Analytical Thinking
• Domain Understanding (Client onboarding/KYC/client insights)
• Communication & Documentation
• Problem Solving

Mandatory Competencies

• BA - Business Analyst - Business Process Modelling
• BA - Business Analyst - Requirement Gathering
• BA - Business Analyst - Root Cause Analysis (RCA)
• BA - Domain knowledge

Perks And Benefits For Irisians

Iris provides world-class benefits for a personalized employee experience. These benefits are designed to support financial, health and well-being needs of Irisians for a holistic professional and personal growth. Click here to view the benefits.