Salesforce Business Analyst (Financial Services Cloud)
- Montreal, QC, Canada
Contract
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Job details
- Job type
- Contract
- Apply by
- Posting language
- English
- Posted
Original job description
- Functional CRM Salesforce advisor role (business analysis)
- Financial Services Cloud processes (lead conversion, opportunities, activities, appointments)
- Impact analysis: processes, data model (Account, Household, Financial Account), integrations (APIs, satellite systems)
- Gathering, documenting and validating requirements (user stories, epics), backlog prioritization with the PO
- Organizing and facilitating business workshops (scoping, design)
- Sales Cloud or Service Cloud capabilities
- Salesforce automation (Flow, workflows) and configuration activities
- Representation before decision-making committees, including Salesforce governance
- Deployment and adoption support, KPI definition, cost/benefit analysis
More about this job
Responsibilities
Advise on Salesforce Financial Services Cloud processes and assess the impact of changes on business processes, data models, and integrations. Gather and validate requirements, prioritize the backlog with the product owner, facilitate business workshops, support governance and deployment, and contribute to adoption, KPI definition, and cost-benefit analysis.
Requirements
The role calls for senior-level business analysis experience with Salesforce, particularly Financial Services Cloud, and familiarity with Sales Cloud or Service Cloud capabilities. It also involves requirements documentation, process and data-model impact analysis, integrations, Salesforce automation and configuration, stakeholder workshops, and governance.
Skills
- Salesforce Financial Services Cloud
- Business Analysis
- CRM
- Requirements Gathering
- User Stories
- Epics
- Backlog Prioritization
- Business Workshops
- Impact Analysis
- Data Modeling
- API Integrations
- Sales Cloud
- Service Cloud
- Salesforce Flow
- Salesforce Configuration
- KPI Definition
Visa sponsorship
Not detected in the job text
Categories
- Technology
- Consulting
- Finance & Accounting
- Data & Analytics
Keywords
- Salesforce
- Financial Services Cloud
- CRM
- Lead Conversion
- Opportunities
- Activities
- Appointments
- Account
- Household
- Financial Account
- APIs
- Satellite Systems
- Requirements Gathering
- User Stories
- Epics
- Backlog Prioritization
- Product Owner
- Business Workshops
- Sales Cloud
- Service Cloud
- Salesforce Flow
- Workflows
- Salesforce Configuration
- Salesforce Governance
- Deployment
- Adoption
- KPI Definition
- Cost-Benefit Analysis
- Impact Analysis