Job Description :

Job Role: Salesforce Business Analyst

Duration: 12+ Months Contract

Location: New York City, NY

Job description:

  • Salesforce, Business Analyst is responsible for conducting business analysis and documenting business requirements. They will work with internal business users, product owners, UX and other technology partners to develop and enhance to Salesforce Financial Cloud, Marketing Cloud and other non-Salesforce products:
  • Analyze existing processes and produce flow diagrams. Review the process with product owners to improve and streamline the process. Document the new process flow and review with business owners.
  • Define target state business processes and align functional solutions.
  • Work with architects, subject matter experts (SMEs) to assess and evaluate 3rd party products to integrate in Salesforce.
  • Drive Information gathering activities such as surveying, analyzing and evaluating processes, products and services, by using a variety of internal and/or external data
  • Develops and presents documentation supporting project initiatives including business case, project scope, business and functional requirements, user stories and "use cases" in accordance with established service levels and documentation standards.
  • Assist with all phases of development in an agile environment including QA, UAT and Change Management
  • Assist in coordinating business unit subject matter expert meetings in order to solicit and cross-reference business and functional requirements
  • Help ensure project team is adhering to project plans and helping to identify and resolve discrepancies
  • Complete assigned project deliverables according to project plan and expected quality.


  • 7+ years- Last 3 years in a large organization or major consulting organization focused on a Business Analysis within the Banking or Wealth Management businesses
  • 4+ years- Experience in Salesforce (SFDC) CRM with end to end implementation experience
  • integration experience, including between different business systems as well as working with integration tools
  • Strong presentation, communication (written and verbal) skills, and interpersonal skills; must be detail orientated
  • Continuously focused on identifying inefficiencies and improving business processes
  • Hands on experience configuring Salesforce, including workflows, validation rules, and security controls
  • Experience collaborating with business stakeholders, business process owners, technical project managers and technical teams to execute business analysis tasks
  • Proven ability leveraging analytical and problem-solving skills in a fast-paced environment
  • Thorough documentation skills including user stories.
  • Excellent interpersonal skills and ability to thrive in a collaborative environment
  • Salesforce Certifications and SQL Knowledge (Plus but not required)

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