Finance-Focused Salesforce Business Analyst

REALIGN LLC; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

REALIGN LLC is seeking a Salesforce Business Analyst based in Plano, TX. You will own requirements, design CRM solutions with the Salesforce platform, and lead client discovery sessions. The role includes hands-on Salesforce work and coordinating with IT and business stakeholders to deliver measurable outcomes.

You will write user stories, create documentation, and support testing and training efforts. A strong background in data migration, integration, and banking/financial services is a plus.

Qualifications

• Experience in defining system landscape and delivering CRM solutions.
• Hands-on Salesforce implementation experience.

Responsibilities

• Execute quick POC.
• Write user stories aligned to Salesforce capabilities.
• Hands-on work on the existing Salesforce implementation.
• Lead defining and practical business solutions using Salesforce.com.
• Understand requirements (functional and technical) for client needs.
• Perform routine administration for Salesforce.com.
• Create training materials and release notes.
• Coordinate SIT/UAT with stakeholders.
• Report progress on projects.
• Testing and training strategies.

Skills

Salesforce.com

CRM design

Data migration

Client leadership

UAT testing

Executive discovery

Requirements gathering

Documentation

Salesforce platform

Tools

Salesforce Lightning

Job description

REALIGN LLC is seeking a Salesforce Business Analyst based in Plano, TX. You will own requirements, design CRM solutions with the Salesforce platform, and lead client discovery sessions. The role includes hands-on Salesforce work and coordinating with IT and business stakeholders to deliver measurable outcomes.

You will write user stories, create documentation, and support testing and training efforts. A strong background in data migration, integration, and banking/financial services is a plus.