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Salesforce Business Analyst and QA

Apptad Inc


Job Location:

Plano, TX - USA

Monthly Salary: Not provided by the employer
Posted: 10 June 2026 (30+ days ago)
Application Deadline: 7 September 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

Job ID #415787

Salesforce Business Analyst and QA
Location:
Plano TX

Must Have Technical/Functional Skills

Sales Service Cloud certifications required

FSC certification will be preferred

Banking and financial services experience is preferred

Ability to define the system landscape to identify gaps between current and desired end-states and deliver a CRM solution

working knowledge in data migration and integration

Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g. functional lead work-stream lead etc)

Roles & Responsibilities:

Execute quick POC

Write user stories aligning to product capabilities of Financial Service cloud and experience cloud

Hands on work on the existing salesforce implementation

Lead defining and practical business solutions based on technology implementing; experience leading executive discovery sessions

Understand requirements (functional and technical) needed to address client needs

Perform routine administration functions for

Create documentation (e.g. training communications release notes user stories test scripts process flows) associated with Salesforce projects

Actively co-ordinate and participate in SIT and UAT

Co-ordinate with business and IT stakeholders

Onsite-offshore co-ordination

Report regular progress on projects

Testing and training strategies