Job Description:-
We are looking for an experienced Salesforce Business Analyst with strong expertise in Financial Services Cloud FSC to join our growing team The ideal candidate will work closely with business stakeholders product owners architects and development teams to gather requirements design solutions and support endtoend Salesforce implementations
Experience in Insurance andor Wealth Management domain will be a strong advantage
Key Responsibilities
Work with business stakeholders to gather analyze and document business and functional requirements
Translate business needs into clear user stories process flows and functional specifications
Act as a liaison between business users technical teams and Salesforce architects
Drive requirement workshops discovery sessions and stakeholder interviews
Support FSC implementations including configuration support data mapping and solution validation
Create and maintain documentation such as BRDs FRDs process diagrams and UAT plans
Coordinate and support UAT cycles defect tracking and release readiness
Identify process improvement opportunities and recommend Salesforcebased solutions
Agile Delivery Responsibilities
Write detailed user stories with clear acceptance criteria aligned to business outcomes
Participate in backlog groomingstory refinement sessions with product owners and technical teams
Actively contribute to sprint planning by clarifying scope priorities and dependencies
Support daily standups by addressing requirementrelated clarifications
Present sprint demosreviews to business stakeholders and gather feedback
Work closely with QA teams to ensure stories are testable and meet business expectations
Help prioritize backlog items based on business value and urgency
Track story progress and ensure requirements are delivered as per sprint commitments
Required Skills Qualifications
8 years of experience as a Salesforce Business Analyst
Experience with Salesforce Financial Services Cloud FSC
Strong understanding of requirement gathering techniques and documentation practices
Experience writing user stories acceptance criteria and functional flows
Experience with Person Accounts Household model and FSC standard objects
Experience working in AgileScrum environments
Strong stakeholder management and communication skills
Salesforce certifications Admin Business Analyst Sales Coud Service Cloud FSC preferred
Good to Have
Domain knowledge in Insurance Policy lifecycle Claims AgentBroker model Customer onboarding
Domain knowledge in Wealth Management Client onboarding Financial accounts Advisor workflows
Roles Expectations
Work closely with solution architects to ensure FSC capabilities align with business needs
Support digital transformation initiatives in Financial Services customers
Act as a trusted advisor to business stakeholders
Help define current vs future state process models
Skills
Mandatory Skills : Salesforce Financial Services Cloud
Salesforce Business Analyst • Toronto, Ontario, Canada
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