Salesforce Banking Specialist

17 hours ago

Jodhpur, Rajasthan, India beBeebusiness Full time ₹ 80,00,000 - ₹ 1,20,00,000

About this Role

We seek an accomplished Business Systems Analyst with expertise in Banking & Financial Services workflows, hands-on knowledge of Loan Origination Systems (LOS), and strong experience with Salesforce platform.

Main Responsibilities:

  • Collaborate with stakeholders to gather, analyze, and document business requirements for Salesforce solutions.
  • Translate business needs into functional and technical specifications for development teams.
  • Drive end-to-end delivery of banking modules including Commercial Lending, Retail Banking, Deposit Account Opening, Treasury, and Workflow Automation.
  • Conduct gap analysis, process mapping, and recommend system enhancements aligned with banking operations.
  • Work with Salesforce Admins, Developers, Architects, and QA teams to ensure proper design and delivery.
  • Configure features including Credit Memo, Collateral, Document Manager, Covenant Tracking, Approval Processes, and Workflow Automation.
  • Support UAT, training, and change management activities.
  • Ensure compliance with industry standards, regulatory requirements, and best practices.
  • Troubleshoot production issues and provide ongoing system enhancements.

Key Skills & Qualifications:

  • 6+ years of experience as a Business Analyst, with at least 3+ years focused on Salesforce implementations in banking/financial institutions.
  • Strong knowledge of Commercial Lending, Loan Origination, Treasury Management, and Banking Operations.
  • Hands-on experience in nCino modules such as: Loan Origination System (LOS), Credit Memo, Collateral, Covenant Tracking, Deposit Account Opening, and Workflow/Approval processes.
  • Expertise in Salesforce CRM (Service Cloud, Sales Cloud, Communities, Lightning).
  • Ability to create user stories, process flows, functional specs, and test cases.
  • Experience with Agile/Scrum methodology.
  • Strong understanding of data migration, integrations (APIs, middleware), and reporting tools.

Preferred/Good-to-Have:

  • Salesforce Certified Administrator or Business Analyst certification.
  • nCino 201 or 301 certifications.
  • Knowledge of Regulatory Compliance, KYC, AML, and Risk Management in banking.
  • Experience in global banking digital transformation projects.

Education:

  • Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field.
  • Master's degree (MBA / MS) preferred but not required.

  • Streamline Salesforce Processes as a DevOps Specialist

    2 days ago

    Jodhpur, Rajasthan, India beBeeDevOps Full time ₹ 9,00,000 - ₹ 18,00,000

    A DevOps engineer is sought to optimize and streamline our Salesforce processes.About the role:We are looking for an experienced DevOps specialist who can help us design, implement and manage efficient Salesforce pipelines, ensuring seamless automation, scalability and customer success across various industries.Key responsibilities:Design and implement...

  • Salesforce Development Specialist

    2 days ago

    Jodhpur, Rajasthan, India beBeeConsultant Full time ₹ 80,00,000 - ₹ 1,50,00,000

    **Job Title:** Salesforce Technical Consultant We are seeking a seasoned professional to join our team as a Salesforce Technical Consultant. The ideal candidate will have extensive experience in Salesforce development and customization, with a strong background in Apex, Lightning Web Components (LWC), and Salesforce configuration.The successful candidate...

  • Senior Salesforce Quality Assurance Specialist

    4 days ago

    Jodhpur, Rajasthan, India beBeeQuality Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Overview:We are seeking a skilled Salesforce Test Engineer to join our team. As a Salesforce Test Engineer, you will be responsible for ensuring the quality and integrity of our Salesforce applications.Key Responsibilities:Develop and execute test plans, test cases, and scripts for Salesforce applications.Perform functional, regression, and integration...

  • Automation Specialist

    21 hours ago

    Jodhpur, Rajasthan, India beBeeQuality Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Senior QA Automation EngineerWe are seeking a highly skilled Senior QA Automation Engineer to join our quality engineering team. The ideal candidate will bring hands-on automation experience, deep knowledge of Salesforce testing frameworks, and familiarity with banking workflows supported by nCino.Key ResponsibilitiesDesign and implement test automation...

  • Transaction Banking Specialist

    7 days ago

    Jodhpur, Rajasthan, India beBeeLiquidity Full time ₹ 15,00,000 - ₹ 25,00,000

    Transaction Banking Tester OpportunityWe have an immediate opening for a highly skilled Transaction Banking tester. The ideal candidate will have extensive experience in the industry, with a strong focus on liquidity management, virtual account management, collections, and payments/clearing H2H/channel.Liquidity ManagementVirtual Account...

  • Investment Banking Process Expert

    2 days ago

    Jodhpur, Rajasthan, India beBeeInvestmentBanking Full time ₹ 30,00,000 - ₹ 40,00,000

    Job Title: Investment Banking SpecialistAbout the PositionWe are seeking an experienced investment banking professional to join our team. This role is ideal for individuals with 1–2 years of experience in BPO/BPM or MBA (Finance) freshers from the previous batch.Key Responsibilities:Execute day-to-day investment banking processes efficiently.Meet Service...

  • Investment Banking Specialist

    21 hours ago

    Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,20,00,000

    Job Role SummaryWe are seeking a professional with expertise in investment banking to support clients across various industries.Key Responsibilities:Support clients by preparing company profiles, pitch books, and industry overviews.Provide high-quality analysis on projects, including critical industry or market analysis and financial analysis.Contribute...

  • Banking Solution Delivery Expert

    4 days ago

    Jodhpur, Rajasthan, India beBeeDelivery Full time ₹ 12,00,000 - ₹ 20,00,000

    Lead Banking Solution DeliveryAbout a cutting-edge fintech companyAudacity drives innovation, empowering banks to modernise at speed and scale.We seek visionary leaders who bring expertise and passion for growth.Key ResponsibilitiesAs a Lead Solution Delivery Specialist, you will own the delivery of Banking-as-a-Service solutions for enterprise...

  • Salesforce Marketing Cloud Platform Enhancement Specialist

    6 days ago

    Jodhpur, Rajasthan, India beBeeAdministrative Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Description:We are seeking a skilled Salesforce Marketing Cloud administrator to manage and optimize our platform.Collaborate with marketing managers on daily basisBuild and configure customer journeysDevelop lead generation forms, surveys, and cloud pages/formsExecute campaigns and provide constant consultations and trainings for campaign managersCreate...

  • Senior Business Development Specialist

    2 days ago

    Jodhpur, Rajasthan, India beBeeCommercial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Expert Commercial Banking Professional SoughtWe are looking for a highly skilled and experienced expert in commercial banking to join our team. This individual will serve as a solutions expert and advisor to internal and external stakeholders, providing strategic insights, process consulting, and domain expertise across commercial banking operations.The...