Note: The job is a remote job and is open to candidates in USA. FinSpectra provides Salesforce-native lending solutions for loan origination, servicing, collections, and related processes. The company is seeking a customer-focused Salesforce Business Analyst to gather requirements, map business processes, and translate customer needs into clear Salesforce functional solutions while supporting implementation teams and customers.
Responsibilities
- Work directly with customers to understand business needs, challenges, and existing processes
- Lead requirement gathering and discovery sessions
- Document business and functional requirements clearly
- Create process flows, user journeys, and workflow diagrams
- Translate customer requirements into Salesforce functional requirements
- Work closely with Salesforce consultants, architects, and developers during implementation
- Write user stories, acceptance criteria, and supporting documentation
- Conduct solution walkthroughs and clarify requirements with customers and internal teams
- Support UAT, issue clarification, and implementation activities
- Identify gaps, edge cases, and opportunities to improve customer processes
Skills
- 4+ years of experience as a Business Analyst, Functional Consultant, or similar customer-facing role
- Strong experience working directly with customers and stakeholders
- Excellent requirement gathering and communication skills
- Strong process mapping and documentation skills
- Ability to take an unclear business problem and turn it into structured requirements
- Understanding of Salesforce concepts such as objects, fields, workflows, security, reports, and automation
- Experience working with Salesforce implementation teams
- Strong written and verbal communication skills
- Salesforce Business Analyst, Administrator, or similar certification
- Experience with Salesforce Financial Services Cloud or other Salesforce-based applications
- Experience in lending, banking, financial services, loan origination, servicing, or collections
- Experience working with U.S. customers
- Some hands-on Salesforce configuration or administration experience
Company Overview