Java Technical Lead

ClifyX; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

ClifyX is seeking a Lead Business Analyst with deep expertise in Salesforce Financial Services Cloud and proven experience in business analysis. The role involves leading the implementation of Salesforce initiatives, collaborating with various teams, and ensuring alignment with business needs. Candidates should possess at least 8 years of experience, including 3-4 in a lead role, and should have solid documentation and stakeholder management skills. A strong understanding of financial services processes is essential.

Qualifications

• 8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role.
• Strong hands-on experience with Salesforce Financial Services Cloud (FSC).
• Deep understanding of financial services / lending / mortgage business processes.
• Proven experience working in Agile / Scrum environments.

Responsibilities

• Lead end-to-end business analysis activities for Salesforce-based initiatives.
• Act as the primary BA lead for Financial Services Cloud (FSC) implementations.
• Collaborate with product owners, architects, and development teams to translate business needs.

Skills

Business Analysis

Salesforce Financial Services Cloud

Agile / Scrum

Stakeholder Management

Documentation Skills

Tools

Salesforce Service Cloud

Job description

Role: Lead Business Analyst _ Salesforce FSC & Agentforce

Hire Type: Full Time

8 - 10 years of experience

Job Description

Must Have Technical/Functional Skills

• 8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role
• Strong hands-on experience with Salesforce Financial Services Cloud (FSC)
• Strong hands-on experience with Salesforce Service Cloud and agent workflows
• Deep understanding of financial services / lending / mortgage business processes
• Proven experience working in Agile / Scrum environments
• Strong documentation skills (BRDs, user stories, process maps, use cases)
• Excellent stakeholder management and communication skills

Nice to Have

• Experience with AI-enabled service models, chatbots, or intelligent case routing
• Exposure to Salesforce Omni-Channel, Chat/Messaging, or Contact Center integrations
• Experience supporting member-facing or customer-facing platforms
• Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred)
• Lead end-to-end business analysis activities for Salesforce-based initiatives, including discovery, requirements elicitation, and solution alignment
• Act as the primary BA lead for Financial Services Cloud (FSC) implementations across Lending / Mortgage / Member Services
• Define and document business requirements, user stories, process flows, and acceptance criteria aligned to Agentforce-enabled service models
• Collaborate with product owners, architects, and development teams to translate business needs into scalable Salesforce solutions
• Drive adoption and optimization of Agentforce capabilities for AI-assisted agent workflows, case handling, member interactions, and productivity improvements
• Work closely with UX, Salesforce developers, and integration teams to ensure seamless end-to-end experiences
• Support release planning, sprint execution, UAT coordination, and stakeholder sign-offs
• Identify gaps, risks, and improvement opportunities and proactively recommend automation and AI-driven enhancements
• Act as a trusted advisor to business stakeholders and provide thought leadership on Salesforce and AI-enabled service transformation