Job Title

Salesforce Business Systems Analyst (Financial Services Cloud) Description (DaytoDay) Gather and document business requirements, user stories, and acceptance criteria. Run workshops with advisors, operations, compliance, and branch teams. Map current and futurestate processes; perform gap analysis. Translate business needs into Salesforce FSC solutions in partnership with architects and developers. Configure Salesforce (flows, validation rules, layouts) and support data readiness. Build and execute SIT, UAT, and regression test cases; manage defects in Jira. Validate data quality and system integrations (core banking, document management, entitlements). Support deployments, smoke testing, and postgolive stabilization. Create training materials and deliver training sessions; support adoption dashboards. Identify automation and processimprovement opportunities. MustHaves Handson Salesforce experience (Sales/Service Cloud; FSC preferred). Strong understanding of FSC data model (Account, Contact, Financial Account, Relationships). Salesforce configuration skills: flows, validation rules, workflow/process automation. Experience with Data Loader, sandboxes, and change sets. Understanding of integration patterns (APIs, middleware, data sync). 4+ years in a BSA/BA role supporting enterprise software. Strong requirements gathering, user story writing, and backlog management. Experience with process mapping and gap analysis. Handson SIT, UAT, and regression testing experience. Data validation and integration testing background; Jira for defect tracking. Experience in financial services, wealth management, or banking operations. Bachelors degree or equivalent experience. Salesforce Admin or Associate certification (or ability to obtain quickly). NicetoHaves Salesforce Certified Business Analyst. Salesforce Financial Services Cloud Accreditation. Experience with TestRail or Salesforce Navigator. Strong data skills (Excel, Tableau). Knowledge of ETL, databases, and data governance. Agile/Scrum experience. Experience with advisory workflows, compliance, or client lifecycle processes. We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.