Senior Business Analyst, Salesforce FSC & Agentforce Lead

ClifyX; New York (NY); 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

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.