Salesforce Business Analyst

Siri InfoSolutions Inc; Plano (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Siri InfoSolutions Inc. in Plano, TX is seeking a Salesforce Business Analyst with 10+ years of experience to lead CRM initiatives onsite from day one.

The role focuses on delivering finance and banking sector Salesforce solutions, encompassing data migration, integrations, and stakeholder collaboration. Responsibilities include writing user stories, leading discovery sessions, and coordinating SIT/UAT, with hands-on work on existing Salesforce deployment and strong leadership of project work

Qualifications

• Salesforce domain knowledge and relevant certifications are required.
• Experience with data migration and integration in Salesforce projects.
• Banking/financial services experience is preferred.
• Ability to map business requirements to Salesforce solutions.
• Experience leading work streams or functional leads on projects.

Responsibilities

• Execute quick POC to validate concepts.
• Write user stories aligned to Financial Service Cloud and Experience Cloud capabilities.
• Hands-on work on the existing Salesforce implementation.
• Lead defining and implementing Salesforce-based business solutions.
• Understand functional and technical requirements to address client needs.
• Perform Salesforce administration tasks and maintain documentation.
• Coordinate SIT and UAT with stakeholders.
• Coordinate with business and IT teams; onsite-offshore coordination.
• Report progress regularly on projects.
• Plan testing and training strategies.

Skills

Salesforce

Salesforce certifications

Financial services domain

Data migration

Integration

Leadership

Tools

Salesforce.com

Job description

Job Title : Salesforce Business Analyst

Location: Plano - Dallas, TX (Onsite from first Day)

Job Type : Fulltime permanent

Experience required:- 10+ years

Job Summary

Must Have Technical/Functional Skills

Sales, Service certifications required

FSC certification will be preferred

Banking and financial services experience is preferred

Ability to define the system landscape, to identify gaps between current and desired end-states, and deliver a CRM solution

working knowledge in data migration and integration

Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead, work-stream lead, etc)

Roles & Responsibilities

Execute quick POC

Write user stories aligning to product capabilities of Financial Service cloud and experience cloud

Hands on work on the existing salesforce implementation

Lead defining and practical business solutions based on Salesforce.com technology implementing; experience leading executive discovery sessions

Understand requirements (functional and technical) needed to address client needs

Perform routine administration functions for Salesforce.com

Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce projects

Actively co-ordinate and participate in SIT and UAT

Co-ordinate with business and IT stakeholders

Onsite-offshore co-ordination

Report regular progress on projects

Testing and training strategies