Salesforce FSC Business Systems Analyst

Insight Global

Chicago (IL)

On-site

USD 90,000 - 140,000

Full time

12 days ago
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Job summary

Insight Global is seeking a skilled Business Systems Analyst with Salesforce FSC certification to partner with stakeholders and technical teams. You will translate business needs into clear user stories, data mappings, and functional documentation, while supporting sprint planning and backlog refinement.

The role emphasizes data analysis across multiple systems, including Salesforce enhancements and platform optimization, with a focus on wealth management processes and enterprise transformation

Qualifications

  • Must have Salesforce FSC certification or equivalent, with strong business analysis background.
  • Wealth management or banking sector experience is highly preferred.
  • Proven ability to translate business needs into technical requirements and user stories.

Responsibilities

  • Gather, analyze, and document requirements with stakeholders and product owners.
  • Create and manage user stories, process flows, and functional specs.
  • Support Agile ceremonies: sprint planning, backlog grooming, and retrospectives.

Skills

Salesforce experience
Business Systems Analysis
Agile/Scrum
Data analysis
Requirements gathering
Stakeholder communication

Education

Salesforce FSC certification

Tools

Salesforce
Data mapping tools

Job description

Job Description

Gather, analyze, and document business and system requirementsPartner with business stakeholders, product owners, and technical teams to define solutionsCreate and manage user stories, process flows, and functional documentationSupport Agile ceremonies including sprint planning, backlog grooming, and retrospectivesPerform data analysis and data mapping activities across multiple systemsAssist with Salesforce enhancements, configuration discussions, and platform optimizationEnsure solutions meet business objectives and comply with organizational standardsSupport testing efforts, defect resolution, and implementation activitiesMaintain detailed documentation and provide ongoing stakeholder communication throughout the project lifecycle

Skills and Requirements

Strong Salesforce experience with hands-on Business Systems Analysis backgroundSalesforce certifications required; Financial Services Cloud (FSC) certification highly preferredBanking industry experience, ideally within Wealth ManagementSolid Agile/Scrum experience working with cross-functional teamsExperience gathering requirements, creating user stories, and supporting delivery teamsStrong experience working with data sets, data analysis, and data mappingExceptional attention to detail and documentation skillsAbility to translate business requirements into technical solutionsSalesforce Financial Services Cloud (FSC) implementation experienceExperience with wealth management platforms and processesExposure to Salesforce integrations and related ecosystem toolsExperience supporting large enterprise transformation initiativesPrevious experience within major Canadian banking environments

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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