Salesforce BSA

Were looking for a Salesforce Business Systems Analyst to bridge business and technical teams within a Wealth Management technology division. The ideal candidate brings hands-on Salesforce experience strong analytical skills and a solid understanding of financial services processes and regulatory considerations.

What youll do

• Conduct stakeholder interviews and workshops to gather document and validate business requirements aligned with Salesforce Financial Services Cloud capabilities
• Perform gap analysis between current and future-state processes to identify automation and optimization opportunities
• Create user stories with acceptance criteria and maintain a prioritized backlog in Jira
• Design and execute test cases covering functional integration performance and compliance aspects across SIT UAT and regression testing
• Coordinate UAT with business users track defects and support post-implementation reviews
• Develop current and future-state process maps and document standard operating procedures
• Create training materials and conduct enablement sessions to support user adoption
• Track adoption metrics gather user feedback and recommend product enhancements
• Collaborate with Solution Architects and development teams on configuration and design strategies
• Maintain a requirements traceability matrix and ensure alignment with data governance and regulatory standards

What you bring

• 4 years of experience as a Business Systems Analyst or Business Analyst
• Hands-on experience with Salesforce implementations preferably Sales Cloud Service Cloud or Financial Services Cloud
• Strong understanding of Salesforce configuration tools including flows workflows and validation rules
• Experience with requirements gathering testing and UAT coordination
• Familiarity with Jira TestRail and Agile/Scrum delivery methodologies
• Strong documentation process mapping and stakeholder communication skills
• Salesforce Certified Administrator or Associate certification or willingness to obtain within 2 months of hire
• Bachelors degree in Business Information Systems Computer Science or equivalent experience

Nice to have

• Experience in financial services wealth management or banking environments
• Knowledge of wealth management processes and compliance workflows
• Salesforce Business Analyst Certification or Financial Services Cloud Accreditation
• Familiarity with data integration patterns and APIs

Work setup

• Wealth Management Canada team Salesforce Center of Excellence
• English proficiency required