Salesforce Business Analyst

Role Overview

• Conduct discovery workshops to understand business processes and pain points.
• Gather, document, and refine functional and technical requirements.
• Translate business needs into user stories with clear acceptance criteria.
• Manage backlog grooming and prioritization with product owners.
• Map business requirements to Salesforce FSC, Sales Cloud, and Service Cloud capabilities.
• Support solution design discussions with architects and developers.
• Identify opportunities for automation using Salesforce features like Flows and standard functionality.
• Ensure solutions align with Salesforce best practices.
• Analyze current state processes and define future-state workflows.
• Create process maps, business workflows, and functional specifications.
• Identify gaps, risks, and optimization opportunities.
• Recommend CRM adoption strategies and best practices.
• Act as a liaison between business teams, technical teams, and leadership.
• Facilitate requirement walkthroughs and solution demos.
• Support UAT planning and business validation.
• Provide regular updates on requirement status and changes.
• Prepare test scenarios and support SIT and UAT.
• Validate delivered functionality against requirements.
• Support release planning and change management activities.
• Assist with production support and issue triage.
• Support FSC implementations including customer householding, financial accounts, and service processes.
• Support Sales Cloud for pipeline, opportunity, and account management.
• Support Service Cloud for case management and customer service workflows.

Requirements

• 5+ years as Business Analyst
• 3+ years Salesforce BA experience
• FSC experience preferred
• Experience working in Agile environments
• Salesforce Financial Services Cloud
• Sales Cloud
• Service Cloud
• Salesforce data model understanding
• Reports and dashboards
• Flow and automation knowledge (functional level)
• Requirement elicitation
• Process mapping (As-Is / To-Be)
• User story writing
• Gap analysis
• Functional documentation
• UAT coordination
• Jira / Azure DevOps
• Confluence
• Visio / Lucidchart / Miro
• Excel / PowerPoint
• Financial Services
• Banking
• Insurance
• Wealth Management
• Salesforce Administrator (preferred)
• Salesforce Business Analyst Certification
• Financial Services Cloud Accreditation (nice to have)
• Certified Scrum Product Owner (nice to have)

Tech Stack

• Azure
• Cloud

Benefits

• Diversity Inclusion: At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law.
• We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.
• Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.
• We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.