Note: The job is a remote job and is open to candidates in USA. High Trail is assisting a client in seeking a Senior Salesforce Business Analyst to join their implementation team focused on Salesforce solutions within the financial services and asset management industry. The role involves working directly with clients to understand business processes, gather requirements, configure Salesforce solutions, and lead User Acceptance Testing.
Responsibilities
- Lead client discovery sessions, workshops, and playback meetings
- Gather, analyze, and document business and functional requirements
- Partner with clients to identify process improvements and recommend best practices
- Configure Salesforce solutions, primarily within Financial Services Cloud (FSC) and Sales Cloud
- Collaborate on data mapping and data migration activities from legacy CRM systems
- Create and maintain functional specifications and implementation documentation
- Coordinate and lead User Acceptance Testing (UAT), including issue resolution and change management
- Deliver client training and facilitate project sign-offs
- Work closely with Project Managers, Solution Architects, and technical teams throughout the implementation lifecycle
- Manage multiple implementation projects simultaneously while maintaining a high level of client service
Skills
- 7+ years of Business Analyst or Salesforce consulting experience
- 4+ years of hands-on Salesforce configuration experience
- Experience implementing Salesforce Sales Cloud and/or Financial Services Cloud
- Strong client-facing communication and stakeholder management skills
- Proven experience gathering requirements and leading business workshops
- Experience with data mapping and CRM data migration projects
- Strong analytical and problem-solving skills with the ability to translate business needs into scalable Salesforce solutions
- Experience leading and supporting User Acceptance Testing (UAT)
- Experience within Asset Management, Financial Services, or FinTech
- Financial Services Cloud (FSC) implementation experience
- Salesforce consulting or implementation background
- Experience working across multiple concurrent client projects
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