Salesforce Business Analyst

Overview

Role Overview

Requirements Gathering & Analysis

• Engage stakeholders across Sales, Partners, Compliance and Support teams to understand business needs.
• Conduct workshops, interviews, and process analysis to document requirements.
• Translate business needs into clear user stories and acceptance criteria.
• Identify opportunities for process automation and Salesforce-driven improvements.

Solution Design Support

• Collaborate with the Product Owner, Salesforce Architect and Developers to design scalable solutions.
• Ensure that proposed solutions align with Salesforce best practices and trading business requirements.
• Contribute to defining data models, workflows, and user access/security models.

Documentation & Training

• Maintain detailed process documentation, data dictionaries and user guides
• Create user guides, training materials, and system documentation for end users.
• Support knowledge transfer between technical teams and business stakeholders.

Testing & Validation

• Define and execute test cases for system testing, integration testing, and UAT.
• Validate that delivered solutions meet business requirements and are fit for trading workflows.
• Identify, log, and track issues until resolution.

Communication & Stakeholder Management

• Act as the primary liaison between business users and technical implementation teams.
• Facilitate demos, status updates, and workshops with stakeholders.
• Communicate progress, risks, and dependencies effectively to management.

Qualifications & Experience

• 3+ years of experience as a Salesforce Business Analyst
• Proven experience in CRM migrations or system transformation projects
• Strong knowledge of Salesforce Data Model and Core Clouds
• Experience in the trading or financial services sector (client onboarding, partner management, compliance workflows).
• Ability to write detailed user stories, acceptance criteria, and process flows
• Familiarity with Agile/Scrum delivery methodologies

Ai Skills

• Ability to write effective prompts for AI tools (Claude)
• AI-assisted testing - experience using AI tools to generate, review, and optimise test cases, identify edge cases, and support UAT preparation.

Advantageous Experience

• Salesforce Administrator or Business Analyst Certification.
• Experience working with data migration projects and large data sets.
• Agentforce understanding of Agentforce agents, Einstein Copilot, and AI-powered
• automation; identifying where AI agents can automate processes, assist support
• agents, or surface CRM insights