Senior Salesforce Business Analyst

Precision Technologies; United States; Remote; USD 130.000 - 170.000; Vollzeit

Zusammenfassung

Precision Technologies is seeking a Senior Salesforce Business Analyst with 11+ years of IT and Business Analysis experience, specializing in Banking & Financial Services. This is a remote role in the United States requiring deep Salesforce CRM expertise.

You will lead requirements gathering, create BRDs and user stories, translate banking requirements into Salesforce solutions, and collaborate with stakeholders, architects, and delivery teams in Agile environments.

Qualifikationen

• 11+ years of IT and business analysis experience.
• Mandatory Banking/Financial Services domain experience.
• Proficiency with Salesforce Sales Cloud and/or Service Cloud.
• Experience with BRDs, functional specs, user stories, and acceptance criteria.
• Knowledge of API integrations and data migration.

Aufgaben

• Lead requirements gathering, stakeholder workshops, business process analysis, and fit-gap assessments.
• Develop BRDs, functional specifications, user stories, acceptance criteria, and process flow diagrams.
• Translate banking and financial services requirements into Salesforce CRM solutions.
• Collaborate with technical teams on Salesforce implementations, enhancements, integrations, and data migration.
• Support UAT, test planning, defect resolution, and business sign-off.
• Participate in Agile/Scrum ceremonies, backlog refinement, sprint planning, and release activities.
• Ensure business requirements align with applicable banking policies, operational controls, and compliance requirements.

Kenntnisse

Salesforce CRM expertise

Requirements gathering

Stakeholder management

Agile/Scrum

Data migration knowledge

Tools

Jira

Confluence

Jobbeschreibung

Job Title: Senior Salesforce Business Analyst – Banking & Financial Services

Experience: 11+ Years

Location: Remote

Job Description

We are seeking a Senior Salesforce Business Analyst with 11+ years of overall IT and Business Analysis experience, strong Salesforce CRM expertise, and mandatory Banking / Financial Services domain experience. The candidate will collaborate with business stakeholders, product owners, Salesforce Architects, and development teams to translate complex financial services requirements into effective Salesforce solutions.

Key Responsibilities

• Lead requirements gathering, stakeholder workshops, business process analysis, and fit-gap assessments.
• Develop BRDs, functional specifications, user stories, acceptance criteria, and process flow diagrams.
• Translate banking and financial services requirements into Salesforce CRM solutions.
• Collaborate with technical teams on Salesforce implementations, enhancements, integrations, and data migration.
• Support UAT, test planning, defect resolution, and business sign-off.
• Participate in Agile/Scrum ceremonies, backlog refinement, sprint planning, and release activities.
• Ensure business requirements align with applicable banking policies, operational controls, and compliance requirements.

Required Skills

• 10+ years of overall IT and Business Analysis experience, with substantial Salesforce project experience.
• Experience in one or more of the following domains: Credit & Risk Management, Fraud Detection & Prevention, Wealth Management, Asset Management, or Payments.
• Strong knowledge of Salesforce CRM, particularly Sales Cloud and/or Service Cloud.
• Expertise in requirements gathering, BRDs, functional specifications, user stories, and acceptance criteria.
• Understanding of Salesforce Lightning, standard/custom objects, data models, reports, dashboards, and Flow automation.
• Experience with business process mapping, fit-gap analysis, UAT, and functional testing.
• Knowledge of Agile/Scrum, SDLC, Jira, and Confluence.
• Understanding of APIs, system integrations, data mapping, and data migration.
• Strong stakeholder management, communication, analytical, and problem-solving skills.

Preferred Qualifications

• Salesforce Business Analyst or Salesforce Administrator certification.
• Experience with financial services CRM transformation or enterprise Salesforce implementations.
• Familiarity with KYC, AML, regulatory compliance, and customer due diligence.