Tech Stack

Description

As a Salesforce Business Analyst, you will partner with business stakeholders across the firm to gather, analyze, and document business requirements, translate them into functional specifications, facilitate workshops, and collaborate with administrators and developers to ensure alignment with business needs.

Requirements

• Bachelor's degree in Business, Finance, Information Management or equivalent preferred
• Salesforce Business Analyst certification required or obtained within 90 days
• 2-3 years of experience as a Business Analyst in financial services
• Experience writing user stories, acceptance criteria, and functional documentation
• Familiarity with regulatory and compliance considerations in financial services

Responsibilities

• Partner with business stakeholders to gather, analyze, and document business requirements
• Translate business requirements into functional requirements, user stories, and acceptance criteria
• Facilitate workshops, discovery sessions, and backlog grooming meetings
• Collaborate with Salesforce Administrators and Developers to ensure solutions align with business needs
• Support User Acceptance Testing planning and execution, including test case creation and defect tracking