Salesforce Banking Specialist

4 days ago

Rajahmundry, Andhra Pradesh, India beBeeBusinessAnalyst Full time ₹ 1,68,02,000 - ₹ 2,53,03,000
About the Position

We are seeking a seasoned Business Analyst to spearhead our Salesforce initiatives.

  • Collaborate with stakeholders to gather, analyze, and document business requirements for Salesforce solutions.
  • Translate business needs into functional and technical requirements for development teams.
  • Drive end-to-end delivery of solutions including Commercial Lending, Retail Banking, and Workflow Automation.
  • Conduct gap analysis, process mapping, and recommend system enhancements aligned with banking operations.
  • Partner with Salesforce Admins, Developers, Architects, and QA teams to ensure proper design and delivery.
  • Configure features including 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.

Required 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.
  • 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.
  • Excellent communication, stakeholder management, and problem-solving skills.

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