
Salesforce Business Analyst
3 weeks ago
Role : Salesforce Business Analyst
Location : Remote
Exp : 8 to 10 years
Job Description :
- Lead requirements gathering sessions and workshops with business stakeholders from various departments.
- Analyze and document business processes, identifying areas for improvement and defining new system requirements.
- Translate business needs into clear and comprehensive functional requirements, user stories, and process flows.
- Serve as the primary liaison between the business and the development/QA teams, ensuring clear communication and a shared understanding of project goals.
- Support the Agile development process by assisting with backlog grooming, sprint planning, and UAT (User Acceptance Testing) coordination. Validate system functionality against business requirements and create test scenarios for UAT.
- Demonstrate and present solutions to business stakeholders, gathering feedback and ensuring alignment.
- Create and maintain project documentation, including Business Requirements Documents (BRDs) and training materials.
- Utilize Salesforce and financial domain knowledge to recommend optimal solutions, leveraging out-of-the-box features and configurations whenever possible.
Mandatory Skill Set :
- Mandatory experience in the banking, financial services, and/or mortgage domains.
- Proven experience working with Salesforce CRM (Sales Cloud, Service Cloud, and/or Financial Services Cloud).
- Strong understanding of core Salesforce objects, security models, and declarative automation tools (Flows, Process Builder).
Required Experinece :
- 8 to 10 years of overall experience in business analysis, with at least 4 years as a Salesforce Business Analyst.
- Mandatory experience in the banking, financial services, and/or mortgage domains.
- Proven experience working with Salesforce CRM (Sales Cloud, Service Cloud, and/or Financial Services Cloud).
- Strong understanding of core Salesforce objects, security models, and declarative automation tools (Flows, Process Builder).
- Experience in an Agile/Scrum environment. Exceptional analytical, problem-solving, and communication skills. Salesforce Administrator and Business Analyst certification is good to have.
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