Salesforce Business Analyst (Financial Services Cloud)
- Montreal, QC, Canada
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Job details
- Job type
- Contract
- Apply by
- Posting language
- English
- Posted
Original job description
The client is looking for a business analyst who acts as the functional Salesforce reference within a squad responsible for the wealth management advisors’ CRM. The role covers the full cycle: scoping and design workshops, user story writing, process and journey modelling in Salesforce, acceptance criteria and UAT support, then deployment support. The mandate is specific about the FSC landscape: lead conversion, opportunity, activity and appointment processes, and the Account, Household and Financial Account data model. The profile must also hold their own with executives and governance committees, and help remove blockers in complex CRM integration contexts. The T-Shape mention opens the door to configuration tasks without making them the core of the role. The mandate contains no qualifications section (years, degree, language, certification).
Target candidate: a Salesforce business analyst who has led the functional side of at least one Financial Services Cloud implementation or evolution, able to run workshops with business units and translate needs into user stories traceable through deployment. Exposure to the FSC data model and integration issues is what sets them apart from a generalist CRM BA.
Key Requirements:
- 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
Requirements
ASSET
- Wealth management context (360° client view, advisor experience)
More about this job
Responsibilities
Serve as the functional Salesforce reference for a squad supporting wealth management advisors’ CRM, leading scoping and design workshops, process modeling, user story development, acceptance criteria, and UAT. Support deployment and adoption, assess impacts across FSC processes, data, and integrations, and represent the work with executives and governance committees.
Requirements
The target candidate has led the functional side of at least one Financial Services Cloud implementation or evolution and can translate business needs into traceable user stories through deployment. Relevant experience includes the FSC data model and processes, CRM integrations, workshop facilitation, and Salesforce capabilities such as Flow; wealth management experience is an asset.
Skills
- Salesforce Business Analysis
- Financial Services Cloud
- Requirements Gathering
- User Story Writing
- Backlog Prioritization
- Workshop Facilitation
- Process Modeling
- Data Modeling
- Impact Analysis
- CRM Integrations
- Salesforce Flow
- Salesforce Configuration
- User Acceptance Testing
- Deployment Support
- Stakeholder Management
- KPI Definition
Visa sponsorship
Not detected in the job text
Categories
- Technology
- Consulting
- Finance & Accounting
- Data & Analytics
Keywords
- Salesforce
- Financial Services Cloud
- Wealth Management
- Lead Conversion
- Opportunities
- Activities
- Appointments
- Account
- Household
- Financial Account
- User Stories
- Epics
- Backlog Prioritization
- Product Owner
- Business Workshops
- Sales Cloud
- Service Cloud
- Salesforce Flow
- Workflows
- APIs
- Satellite Systems
- CRM Integrations
- User Acceptance Testing
- Deployment
- Adoption Support
- KPI Definition
- Cost-Benefit Analysis
- Salesforce Governance
- Advisor Experience