Salesforce Business Analyst

About the Company

About the Job

What You’ll Own

• Run workshops, interviews, and process walkthroughs with Sales, Partners, Compliance, and Support.
• Map current- and future-state processes from sign-up through onboarding to trading; identify gaps against the legacy system.
• Write traceable Jira user stories, acceptance criteria, and BDD scenarios or specifications as needed.
• Shape scalable solutions with the Product Owner, Salesforce Architect, developers, and QA in line with Salesforce best practice.
• Define data models, assignment rules, and access requirements; plan data migration, field mapping, data-quality rules, and record validation.
• Maintain process documentation, data dictionaries, user guides, and training materials; drive adoption after releases.
• Define and run system, integration, and UAT test cases; support production validation and triage issues through root cause.
• Use Claude to draft BRDs, stories, and UAT scenarios and surface edge cases, checking outputs; identify automation and AI-agent opportunities.
• Define and track success measures such as handling time, manual touches, and conversion; run demos and communicate progress, risks, and dependencies.

Essential Requirements

• At least 5 years as a Salesforce Business Analyst and proven experience on a CRM migration or system transformation project.
• Strong Salesforce data-model and core-cloud knowledge, especially Sales Cloud and Service Cloud.
• Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant certifications.
• Ability to create user stories, acceptance criteria, and process flows for developers and testers.
• Working knowledge of Salesforce profiles, permission sets, roles, and sharing.
• Trading or financial-services experience, such as client onboarding, partner management, or compliance workflows.
• Agile/Scrum delivery with Jira; effective prompting of AI tools such as Claude, including AI-assisted UAT test-case design.

Desirable Qualifications

• Business analysis certification such as Salesforce Certified Business Analyst, IIBA CBAP or CCBA, or PMI-PBA.
• Data migration and large-data-set experience, including Data Loader or similar tools; Agentforce or AI-powered automation experience.
• Brokerage or fintech experience, including KYC/AML, trading account types, MT4, MT5, cTrader, or IB models.
• Process modeling with Miro, Lucidchart, or Visio; basic SQL or SOQL and Postman; experience with multi-region, multi-language orgs.