Senior Business Analyst – Salesforce Financial Services Cloud (FSC)
Location: Holmdel New Jersey / Ready to Relocate onsite 100%.
Senior Business Analyst – Salesforce Financial Services Cloud (FSC)
Travel Requirement: Must be willing to travel extensively to client locations for business workshops, requirement discovery sessions, UAT support, and key project milestones.
Role Summary
We are seeking a highly experienced Senior Business Analyst with Salesforce FSC expertise to support a large-scale Financial Services/Insurance CRM transformation program.
The ideal candidate will be responsible for leading business discovery, stakeholder workshops, requirements gathering, business process design, backlog management, user story creation, data, and integration analysis, UAT support, and business readiness activities. This role requires a strong functional lead capable of driving clarity in ambiguous situations and partnering effectively with business and technology stakeholders.
Key Responsibilities
• Lead stakeholder workshops, requirement discovery sessions, and business process discussions.
• Document business requirements, functional specifications, business process diagrams (BPDs), user journeys, and future-state workflows.
• Translate requirements into Epics, Features, User Stories, Acceptance Criteria, and Sprint-ready backlog items.
• Manage and refine product backlogs using Jira within Agile/Scrum delivery models.
• Facilitate backlog grooming, sprint planning, and requirements clarification sessions.
• Support solution design discussions across CRM, advisor servicing, client management, onboarding, reporting, data migration, and integrations.
• Define and document business rules, data requirements, process flows, risks, assumptions, and dependencies.
• Support SIT, UAT, deployment readiness, and business sign-off activities.
• Act as the primary liaison between business stakeholders, product owners, architects, and delivery teams.
Required Experience
• 10+ years of Business Analysis experience on enterprise transformation programs.
• 5+ years of Salesforce platform experience, including Financial Services Cloud (FSC).
• Strong Financial Services, Insurance, Wealth Management, or Advisor Services domain experience.
• Proven experience leading stakeholder workshops and driving requirements independently.
• Experience creating Business Process Diagrams (BPDs), functional requirements, process flows, and future-state designs.
• Hands-on experience managing Agile backlogs and creating user stories in Jira.
• Experience working within Scrum delivery teams and supporting sprint ceremonies.
• Experience with CRM modernization, client/prospect management, data migration, system integrations, reporting, security, and role-based access models.
Required Skills
• Requirements Elicitation & Analysis
• Stakeholder Management & Workshop Facilitation
• User Story & Acceptance Criteria Writing
• Business Process Modeling
• Backlog Management & Prioritization
• Agile / Scrum Delivery
• Jira & Confluence
• Data Mapping & Analysis
• UAT Planning & Business Validation
• Executive Communication & Presentation Skills
Preferred Certifications
• Salesforce Business Analyst
• Salesforce Administrator
• Salesforce Financial Services Cloud Accreditation
• CBAP / PMI-PBA
• Agile / Scrum Certification
Ideal Candidate
A seasoned Salesforce FSC Business Analyst who can independently lead stakeholder conversations, challenge and refine requirements, create high-quality backlog artifacts, and drive business outcomes. The candidate should be comfortable operating across business, process, data, integration, and testing workstreams while serving as the functional lead for the program.
