Salesforce Business Analyst – Banking

Work Arrangement: W2 Profile
Experience: 8+ Years
Industry: Banking – Banking Background Highly Preferred

Position Overview

We are seeking an experienced Onshore Salesforce Business Analyst with 8+ years of experience in requirements gathering, business process analysis, solution design, and stakeholder management. The ideal candidate will serve as a bridge between business and technology teams, translating business requirements into effective Salesforce solutions while leveraging strong Salesforce Administration knowledge to support platform enhancements, user adoption, and business process optimization.

A banking background is highly preferred, along with hands-on experience working with Salesforce and familiarity with Sales Cloud, Service Cloud, and nCino.

Key Responsibilities

• Collaborate with business stakeholders to gather, analyze, document, and prioritize business requirements.
• Translate business needs into Salesforce functional requirements and solution designs.
• Utilize Salesforce Admin knowledge to configure and support users, roles, profiles, permission sets, validation rules, flows, reports, and dashboards.
• Conduct business workshops, process mapping sessions, gap analysis, and solution discussions.
• Create and maintain Business Requirements Documents (BRDs), user stories, process flows, acceptance criteria, and functional specifications.
• Work closely with Product Owners, Developers, QA teams, and Salesforce Administrators throughout the project lifecycle.
• Support backlog grooming, sprint planning, UAT, release validation, and change management activities.
• Analyze and optimize business processes across Sales Cloud, Service Cloud, and nCino.
• Support data analysis, data quality initiatives, reporting, and business metrics tracking.
• Understand Salesforce integrations, APIs, security model, and dependencies between Salesforce and external systems.
• Participate in Agile delivery processes and contribute to continuous process and solution improvements.
• Support Salesforce platform enhancements and user adoption initiatives.
• Identify business process gaps and recommend solutions that align with business objectives and Salesforce capabilities.

Required Skills & Qualifications

• 8+ years of experience as a Business Analyst, preferably with significant Salesforce experience.
• Strong experience in requirements gathering, business process analysis, solution design, and stakeholder management.
• Strong understanding of Salesforce Administration and platform capabilities.
• Experience with Sales Cloud, Service Cloud, and nCino.
• Ability to translate business requirements into Salesforce solutions and functional specifications.
• Experience creating BRDs, user stories, process flows, acceptance criteria, and functional specifications.
• Strong understanding of Salesforce security, roles, profiles, permission sets, validation rules, flows, reports, and dashboards.
• Understanding of Salesforce integrations and APIs.
• Experience working in Agile/Scrum environments.
• Strong communication, analytical, problem-solving, and stakeholder management skills.
• Ability to work effectively with business stakeholders, Product Owners, Developers, QA teams, and Salesforce Administrators.
• Banking/Financial Services experience is highly preferred.
• Must be willing to work onsite in the client office in Atlanta, GA, five days per week.

Preferred Certifications

• Salesforce Certified Business Analyst
• Salesforce Certified Administrator

Key Skills

Salesforce Business Analysis | Salesforce Admin | Requirements Gathering | Business Process Analysis | Solution Design | Stakeholder Management | Sales Cloud | Service Cloud | nCino | Salesforce Flows | Reports & Dashboards | Salesforce Security | APIs & Integrations | BRD | User Stories | UAT | Agile/Scrum | Banking/Financial Services