Senior Business Analyst, Salesforce Financial Services Cloud

Cloud Peritus; United States; Hybrid; USD 110,000 - 150,000; Full time

Job summary

Cloud Peritus is seeking a Senior Business Analyst for Salesforce Financial Services Cloud, with client-facing responsibilities in a hybrid US-based role. You will lead discovery workshops, map processes, and articulate requirements for FSC, Sales Cloud, and Service Cloud deliveries.

You will collaborate with Technical Leads to shape solutions, document data models, and define automation using Flow and Business Rules.

Qualifications

• 8+ years of business analysis experience, with Salesforce exposure.
• Hands-on FSC experience and data model knowledge.
• Strong depth in Sales Cloud and Service Cloud across implementations.
• Prior consulting or partner experience is preferred.
• Experience on 2–3 end-to-end Salesforce implementations.

Responsibilities

• Lead discovery workshops and map processes across front, middle, and back office in financial services.
• Document epics, stories, and acceptance criteria aligned to READY for engineers.
• Create as-is and to-be process flows, gap analyses, and capability maps.
• Defend configure-not-customize when FSC/Sales Cloud fits.

Skills

Salesforce FSC

Sales Cloud

Service Cloud

Agile/Scrum

Jira

Confluence

Azure DevOps

Process modeling

Stakeholder facilitation

Consulting experience

Tools

Jira

Confluence

Azure DevOps

Job description

Senior Business Analyst, Salesforce Financial Services Cloud

Location: [REMOTE]

Workplace type: [Hybrid]

Employment type: Full-time

Seniority: Mid-Senior level

Job function: Business Analysis · Consulting · Information Technology

Industries: IT Services and IT Consulting · Financial Services

Travel: [25-30% to client sites]

Openings: Multiple — immediate start

The Role

You are the translation layer between a client's business ambition and what we build. You'll run discovery and elaboration with client stakeholders; you'll pressure-test what they say they want against what the FSC data model and Sales/Service Cloud can elegantly do; and you'll produce the requirements artifacts our architects and developers can build from without guessing.

This is a consulting BA role, not an internal-IT BA role. You will be client-facing, you will facilitate rooms with senior stakeholders, and you will be expected to have a point of view.

What You'll Do

Discovery & requirements

• Lead discovery workshops, stakeholder interviews, and process-mapping sessions across front, middle, and back office financial services functions.
• Elicit, document, and rationalize business requirements into epics, user stories, and acceptance criteria that meet a definition of ready our engineers respect.
• Produce current-state ("as-is") and future-state ("to-be") process flows, capability maps, and gap analyses.
• Run fit-gap analysis against out-of-the-box FSC, Sales Cloud, and Service Cloud capability — and defend "configure, don't customize" when it's the right call.

Solution shaping

• Partner with Technical Leads and Architects to translate business needs into solution options, with trade-offs articulated in business language.
• Contribute to the FSC data model design conversations: Person Accounts vs. the Individual model, Households and Relationship Groups, Financial Accounts and Financial Holdings, Relationship Mapping and the Actionable Relationship Center (ARC).
• Define and document business process automation using Flow, Action Plans, Business Rules Engine, Record Alerts, and Discovery Framework.
• Shape Sales Cloud (lead-to-opportunity, referral management, pipeline, forecasting, territory) and Service Cloud (case management, omni-channel routing, knowledge, CTI, service console, entitlements/SLAs) process design.

Delivery

• Own and groom the product backlog; drive sprint planning, backlog refinement, sprint demos, and UAT alongside the client product owner.
• Write and execute test scenarios and test scripts; coordinate UAT, triage defects, and manage the path to sign-off.
• Produce and maintain functional specs, data dictionaries, business process documentation, and training/enablement material.
• Support data migration workstreams: source-to-target field mapping, data quality rules, reconciliation criteria.
• Define reporting and analytics requirements — dashboards, KPIs, CRM Analytics for financial services.
• Manage stakeholder expectations, surface risks early, and drive decisions to closure rather than waiting for them.
• Facilitate steering committee and program readouts with clarity and confidence.
• Support change management, adoption planning, and end-user enablement.
• Mentor junior BAs and contribute reusable accelerators, templates, and playbooks back to the Cloud Peritus practice.

What You Bring (Required)

• Minimum 8 years of business analysis experience, with a meaningful portion in Salesforce ecosystem delivery.
• Hands-on Financial Services Cloud (FSC) experience — you have delivered on FSC, not just read about it. You can speak to the FSC data model, householding, financial accounts, and relationship management from real projects.
• Strong Sales Cloud and Service Cloud functional depth across full lifecycle implementations.
• Prior consulting experience strongly preferred — you've worked for a partner/SI or advisory firm and understand billable delivery, scope discipline, and client management.
• Demonstrated experience across at least 2–3 end-to-end Salesforce implementations from discovery through hypercare.
• Fluency in Agile/Scrum delivery and tooling — Jira, Confluence, Azure DevOps, or equivalent.
• Strong process modeling skills (BPMN, swimlanes, journey maps) with Lucidchart, Visio, Miro, or similar.
• Exceptional written and verbal communication; you can write a crisp user story and run a room of MDs.
• Domain fluency in one or more of: retail/commercial banking, wealth & asset management, insurance, mortgage & residential lending, private equity/investment banking.

Nice to Have

• Salesforce certifications: Certified Business Analyst, Administrator, Sales Cloud Consultant, Service Cloud Consultant, Financial Services Cloud Accredited Professional.
• Experience with Salesforce Industries / OmniStudio (OmniScripts, FlexCards, Integration Procedures, DataRaptors).
• Exposure to Data Cloud, Agentforce, or Einstein capabilities in a financial services context.
• Familiarity with regulatory context — KYC/AML, FINRA/SEC, GLBA, SOC 2, GDPR/CCPA — and how it constrains design.
• Experience integrating with core banking, custodial, mortgage (e.g., ICE/Encompass)or lending platforms, Insurance (e.g., Guidewire).
• CBAP, PMI-PBA, or CSPO certification.

First 90 Days — What Good Looks Like

• Day 30: Fully onboarded to your client program; you've mapped the stakeholder landscape and can articulate the business objectives behind every active epic.
• Day 60: You own a backlog. Your stories go into sprint without rework, and your process documentation is what the client screenshares in their own internal meetings.
• Day 90: You're the client's trusted advisor on the functional side, you've identified at least one improvement opportunity nobody asked you for, and you've contributed one reusable asset to the CoE.