Salesforce BA with strong Financial/Investment banking experience

Overview:

We are seeking an experienced Salesforce Business Analyst with strong functional expertise in Sales Cloud, Service Cloud, Experience Cloud, and Flows, along with hands-on experience supporting Private Equity (PE) firms or portfolio company ecosystems. The role requires deep skills in business analysis, product ownership support, process optimization, documentation, and cross-functional stakeholder management. The candidate will drive requirements, manage backlogs, support roadmap execution, and ensure high-quality delivery of Salesforce enhancements.

Key Responsibilities:

Business Analysis & Requirements:

• Lead requirements gathering sessions with investment teams, portfolio operations, finance, and cross-functional business stakeholders.
• Translate business needs into detailed user stories, acceptance criteria, and functional specifications using tools like JIRA.
• Document As-Is and To-Be process flows, data models, and system touchpoints using Confluence or similar documentation platforms.
• Maintain and groom the product backlog, ensuring alignment with business priorities and overall roadmap.
• Conduct impact assessments and feasibility studies for new features and enhancements.

Salesforce Functional Expertise:

• Recommend scalable Salesforce solutions leveraging Sales Cloud, Service Cloud, Experience Cloud, Flows, Approval Processes, and platform automation features.
• Ensure solutions adhere to Salesforce best practices, platform governance, and architectural guidelines.
• Support developers and architects by clarifying requirements and validating solution designs.

Solution Delivery:

• Work closely with technical teams through the development lifecycle, ensuring requirements are correctly implemented.
• Develop UAT plans, create test scenarios, coordinate UAT cycles with business users, and track issues to closure.
• Manage release readiness tasks, ensuring deployment documentation is complete and stakeholders are trained.
• Conduct end-user training sessions, create training materials, and support onboarding for internal users and portfolio company teams.

Data & Reporting:

• Support data mapping, data harmonization, migration activities, and validation particularly for multi-org or multi-portfolio reporting needs.
• Define meaningful dashboards and reporting requirements for pipeline visibility, portfolio monitoring, and operational insights.

Stakeholder & Project Management:

• Act as the bridge between business users and the Salesforce technical team.
• Facilitate cross-functional alignment, ensuring prioritization and dependencies are clearly understood.
• Provide transparent communication on progress, risks, and changes.
• Contribute to sprint ceremonies (refinement, planning, demo, retro) in agile delivery environments.

Required Skills & Qualifications:

• 5 9 years of Business Analyst experience, with at least 3+ years on Salesforce projects.
• Experience working with Private Equity, portfolio companies, asset management, or financial services environments.
• Strong knowledge of Salesforce Sales Cloud, Service Cloud, and Flows.
• Hands-on experience with JIRA, Confluence, backlog management, and roadmap planning.
• Strong abilities in process documentation, data modelling, and writing user stories.
• Understanding of Salesforce security model, permission sets, record access, and governance.
• Experience managing UAT, defect triage, and user training.
• Strong communication, analytical, and stakeholder management skills.
• Familiarity with data migration tools (Data Loader) and integrations (API concepts).

Preferred Qualifications:

• Salesforce Administrator certification (mandatory).
• Salesforce Sales Cloud or Service Cloud Consultant certifications (preferred).
• Experience handling multi-org data flows, portfolio reporting processes, or deal lifecycle automation.
• Exposure to Experience Cloud and external stakeholder portal use cases.

Soft Skills:

• Ability to work with senior stakeholders in fast-paced investment and PE operations environments.
• Strong documentation discipline and structured thinking.
• Ability to drive clarity, facilitate workshops, and influence decisions.
• Detail-oriented, proactive, and comfortable managing parallel priorities.