Salesforce FSC Business Analyst

Tekskills Inc.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tekskills Inc. seeks a skilled Salesforce FSC Business Analyst to join our team in Mumbai. You will gather requirements, design scalable FSC solutions, and drive adoption across business units.

The ideal candidate has 5+ years as a BA with 2+ years in Salesforce FSC, strong FS process knowledge, and hands-on config experience. You will engage stakeholders, support UAT, and ensure governance and security compliance.

Qualifications

• 5+ years as a Business Analyst with 2+ years in Salesforce FSC.
• Strong understanding of financial services processes and terminology.
• Hands-on Salesforce configuration experience (flows, validation rules, objects).
• Proven skills in requirement analysis, epics, user stories, BRD/FSD, UAT, and Agile.
• Experience with Salesforce integrations (Mulesoft, APIs) and ERP/data tools.
• Familiarity with Jira, Confluence and Tableau for delivery and reporting.
• Knowledge of data migration and ETL processes.
• Excellent communication and stakeholder engagement across levels.

Responsibilities

• Act as liaison between business units and IT to align projects.
• Gather, document and prioritize business and technical requirements.
• Translate needs into functional specs and user stories for FSC.
• Configure Salesforce FSC features including data models and flows.
• Collaborate with developers to design scalable, secure solutions.
• Conduct gap analyses and propose enhancements to FSC implementations.
• Develop and execute test plans including UAT.
• Create training materials and deliver user training sessions.
• Monitor adoption, provide ongoing support and improvements.
• Ensure data governance, security and regulatory compliance.

Skills

Salesforce FSC

Business Analysis

Requirements gathering

Process mapping

Agile/Scrum

Stakeholder management

Communication

UAT/Test planning

Data migration/ETL

SQL

Integrations (APIs, Mulesoft)

Salesforce configuration (flows, rules

Education

Bachelor’s degree in IT/Business

Tools

Jira

Confluence

Tableau

Mulesoft

APIs

Job description

Role Overview

We are seeking a skilled and detail-oriented Salesforce FSC Business Analyst to join our team. The ideal candidate will have a strong background in Salesforce, particularly in Financial Services Cloud, and will be responsible for gathering business requirements, designing scalable solutions, and ensuring successful implementation and adoption of Salesforce FSC across business units.

Desired Skills And Experience

• Minimum 5 years of experience as a Business Analyst, with at least 2 years in Salesforce FSC.
• Strong understanding of financial services processes and terminology.
• Hands-on experience with Salesforce configuration (flows, validation rules, custom objects).
• Strong expertise in Requirement analysis, writing epics, user stories, Use case development, Analytical skills, Business process mapping, Prototype, BRD, FSD, Agile, RTM and UAT
• Experience with Agile/Scrum methodologies.
• Salesforce Administrator and/or FSC Consultant certification preferred.
• Experience with Salesforce integrations (e.g., Mulesoft, APIs).
• Familiarity with tools like Jira, Confluence, and Tableau.
• Knowledge of data migration and ETL processes.
• Exposure to other Salesforce clouds (Sales, Service, Marketing) is a plus.
• Proven ability to manage large-scale projects and work effectively with substantial teams.
• Excellent problem-solving capabilities and the ability to apply analytical thinking for making informed decisions.
• Strong organizational skills, capable of handling multiple projects simultaneously.
• Exceptional communication skills, proficient in engaging with stakeholders at all levels.
• Bachelors degree in information technology, Business Administration, or a related field.
• Extremely strong organizational and analytical skills with strong attention to detail
• Strong track record of excellent results delivered to internal and external clients
• Able to work independently without the needs for close supervision and collaboratively as part of cross-team efforts
• Experience in project management and team management
• Familiarity with SQL and data analysis tools is a plus.
• Relevant certifications such as CBAP, PMI-PBA is preferred
• Proven ability to adapt to changes in requirements and learn new tools and practices where needed
• Proven ability to describe understand how one’s work fits into the bigger picture
• Excellent communication skills, both written and verbal
• Strong track record of excellent results delivered to internal or external clients
• Ability to work with minimal supervision yet integrate appropriately with the Implementation Services team
• Excellent interpersonal skills
• Ability to multitask and work to tight deadlines in a changing environment

Key Responsibilities Responsible for delivery of work including:

• Act as a liaison between the business units and IT, ensuring effective communication and project alignment.
• Collaborate with stakeholders to gather and document business requirements related to financial services workflows (e.g., wealth management, retail banking, insurance).
• Functional and nonfunctional requirement gathering, building user stories
• Gather, document, and prioritize technical and business requirements from stakeholders.
• Translate business needs into functional specifications and user stories.
• Configure and customize Salesforce FSC features including data models, flows, and Lightning components.
• Work closely with Salesforce developers and architects to design scalable and secure solutions.
• Conduct gap analysis and propose enhancements to existing Salesforce implementations.
• Develop and execute test plans, including UAT, to ensure solution quality.
• Create training materials and conduct user training sessions.
• Monitor adoption and usage and provide ongoing support and enhancements.
• Ensure compliance with data governance, security, and regulatory requirements.
• Design and maintain comprehensive project roadmap
• Facilitate meetings to elicit requirements from senior stakeholders and executives.
• Assess and revise existing system logic difficulties as necessary.
• Develop and present clear and detailed project updates to ensure stakeholders are aligned and informed.
• Manage scope and change requests in conjunction with project leadership.
• Monitor project progress and resolve any issues that arise to ensure projects meet deadlines and budgets.
• Lead the analysis of business requirements and translate them into detailed functional specifications using modelling techniques.
• Understand and transform, improve client expectations into business/technical requirements
• Responsible for requirement gathering and converting requirements into business requirements, functional specifications, non-functional specifications and business process mapping
• Responsible for process documentation based on developed process maps and definitions, according to defined standards into documents like BRD, FSD, etc.
• Responsible for requirements elicitation using different techniques
• Supports development of comprehensive documentation and testing like System integration testing, etc.
• Plans and facilitates UAT in collaboration with Business stakeholders