Salesforce Senior Business Analyst responsible for bridging business needs with technical solutions on the Salesforce platform and optimizing workflows. Collaborate with stakeholders and manage product backlog for enhancements.
About the role
- Salesforce Business Analyst position in a FinTech company, driving CRM transition and data migration initiatives. Collaborate with stakeholders and technical teams to enhance business processes and ensure successful Salesforce implementation.
Responsibilities
- Looking for a Salesforce Business Analyst to play a key role in the company's transition from the legacy Back Office CRM to Salesforce CRM.
- Analyze existing processes, gathering business requirements, and ensuring a smooth migration of data, functionality, and workflows into Salesforce.
- Serve as the bridge between business stakeholders, IT, and the Salesforce implementation team.
- Conduct workshops and interviews to gather requirements for Salesforce CRM.
- Collaborate with Salesforce Product Owner, Architects, Admins, and Developers to design migration-friendly solutions.
- Document requirements, business processes, and data mapping from the legacy CRM to Salesforce.
- Define and execute test cases for migrated data, workflows, and integrations.
- Ensure the Salesforce solution replicates necessary functionality from the legacy CRM while leveraging Salesforce best practices.
Requirements
- Proven experience as a Salesforce Business Analyst (at least 1 year) - essential
- Experience in trading/financial services CRM environments - essential
- Salesforce Administrator or Business Analyst certification - essential
- Strong knowledge of at least one of the clouds: Salesforce Sales Cloud and Service Cloud
- Experience in data mapping, data migration, and process re-engineering
- Familiarity with record sharing models, user access requirements, and compliance constraints
- Excellent documentation, analytical, and problem-solving skills
- Strong communication and facilitation skills with ability to engage non-technical stakeholders
Benefits
- 22 days of annual leave
- 12 paid sick days + full medical insurance after 6 months
- Provident fund access after 6 months
- Fresh fruit, snacks, and beverages available daily
- Daily buffet lunch with your team
- Paid Overtime
- Dedicated budget for your upskilling
- Regular events and team-building activities
- Gym access, sports, and spa treatments
- Close the week with a relaxed team drink
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