Salesforce Analyst / Toronto, ON / Hybrid - FTE
- Toronto, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Job Title: Salesforce Analyst
Location: Toronto, ON
Work Model: Hybrid
Experience: 8+ Years
Job Summary
We are seeking an experienced Salesforce Analyst with strong expertise in business analysis, systems analysis, data mapping, and technology delivery. The ideal candidate will have hands-on experience with the Salesforce platform and CRM object model, along with strong SQL/PLSQL skills and experience supporting system integrations, data validation, and end-to-end testing.
Experience in financial services, wealth management, or asset management is highly preferred. The successful candidate will collaborate with business stakeholders, architects, developers, and cross-functional teams to translate business requirements into effective technical solutions while ensuring data quality, system reliability, and compliance with applicable standards.
Key Responsibilities
•
Collaborate with business stakeholders and technology teams to understand business objectives and define solutions for operational, analytics, and management reporting needs.
•
Gather, analyze, and document business and system requirements through stakeholder interviews, workshops, process analysis, user stories, and business scenarios.
•
Work with solution architects, developers, and delivery teams to analyze requirements and support solution design aligned with business objectives.
•
Analyze source and target system data requirements and prepare data mappings in accordance with enterprise data standards.
•
Document system integrations, business process flows, database requirements, API endpoints, system interactions, and end-to-end data flows.
•
Analyze Salesforce CRM functionality, platform capabilities, and object models to support business and technical requirements.
•
Develop and execute SQL/PLSQL queries for data validation, troubleshooting, reconciliation, and test data preparation.
•
Provide production support for back-office applications by investigating issues, performing root-cause analysis, and coordinating resolution with technical teams.
•
Identify data quality issues, anomalies, inconsistencies, and data cleansing requirements, and work with relevant teams to resolve them.
•
Prepare test plans, support test case development, validate test results, and perform end-to-end testing to ensure solutions meet business requirements.
•
Maintain clear and comprehensive functional and technical documentation using tools such as Jira and Confluence.
•
Ensure delivered solutions align with business requirements, enterprise standards, and applicable financial services regulations.
Required Qualifications
•
Bachelor's degree or post-secondary diploma in Business Analysis, Management Information Systems, Commerce, Computer Science, or a related discipline.
•
8+ years of experience in business analysis, systems analysis, requirements management, and technology delivery.
•
Hands-on experience with Salesforce CRM, the Salesforce platform, and Salesforce object model.
•
Strong understanding of business process analysis, requirements gathering, functional documentation, and solution design support.
•
Experience with SQL/PLSQL for data analysis, validation, troubleshooting, and test data setup.
•
Proven experience with data mapping, system integrations, API requirements, and source-to-target data analysis.
•
Experience in end-to-end testing, test planning, test result validation, and defect resolution.
•
Familiarity with Agile delivery methodologies and tools such as Jira and Confluence.
•
Strong analytical, problem-solving, and root-cause investigation skills.
•
Excellent communication and stakeholder management skills, with the ability to collaborate effectively across business and technical teams.
•
Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications
•
Experience in financial services, wealth management, or asset management.
•
Experience working with back-office systems and enterprise CRM integrations.
•
Knowledge of regulatory requirements, data governance, and enterprise data standards within financial services.
•
CMA, MBA, or other relevant professional qualifications would be an asset.
Key Skills and Keywords
Salesforce CRM | Salesforce Object Model | Business Analysis | Systems Analysis | Requirements Gathering | SQL | PL/SQL | Data Mapping | Source-to-Target Mapping | API Integration | System Integration | Data Quality | Root-Cause Analysis | Production Support | End-to-End Testing | Jira | Confluence | Financial Services | Wealth Management | Asset Management
More about this job
Responsibilities
Gather and document business and system requirements, analyze Salesforce capabilities and data flows, and support solution design and integrations with business and technology teams. Perform SQL/PLSQL-based data validation, production issue investigation, data quality analysis, and end-to-end testing while maintaining documentation and ensuring compliance with applicable standards.
Requirements
Requires a relevant bachelor's degree or post-secondary diploma and 8+ years of business or systems analysis and technology delivery experience. Candidates should have hands-on Salesforce experience, strong SQL/PLSQL and data mapping skills, integration and testing experience, and familiarity with Agile, Jira, and Confluence; financial services experience is preferred.
Skills
- Salesforce CRM
- Salesforce Object Model
- Business Analysis
- Systems Analysis
- Requirements Gathering
- SQL
- PL/SQL
- Data Mapping
- API Integration
- System Integration
- Data Quality
- Root-Cause Analysis
- Production Support
- End-to-End Testing
- Jira
- Confluence
Visa sponsorship
Not detected in the job text
Categories
- Technology
- Data & Analytics
- Software
- Finance & Accounting
Keywords
- Salesforce CRM
- Salesforce Platform
- Salesforce Object Model
- Business Analysis
- Systems Analysis
- Requirements Management
- SQL
- PL/SQL
- Data Mapping
- Source-to-Target Mapping
- API Requirements
- System Integration
- Data Quality
- Root-Cause Analysis
- Production Support
- End-to-End Testing
- Test Planning
- Agile
- Jira
- Confluence
- Financial Services
- Wealth Management
- Asset Management
- Data Governance
- Enterprise Data Standards
- Back-Office Systems
- CRM Integrations
- Regulatory Compliance