Senior Business Analyst, Salesforce Financial Services Cloud

Cloud Peritus is hiring a Senior Business Analyst to translate financial services clients’ business needs into Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud requirements and solution designs. The role leads discovery, backlog and delivery activities, testing, documentation, and stakeholder engagement in client-facing consulting programs.

Responsibilities:

• Lead discovery workshops, stakeholder interviews, and process-mapping sessions across front, middle, and back office financial services functions
• Elicit, document, and rationalize business requirements into epics, user stories, and acceptance criteria that meet a definition of ready our engineers respect
• Produce current-state ("as-is") and future-state ("to-be") process flows, capability maps, and gap analyses
• Run fit-gap analysis against out-of-the-box FSC, Sales Cloud, and Service Cloud capability — and defend "configure, don't customize" when it's the right call
• Partner with Technical Leads and Architects to translate business needs into solution options, with trade-offs articulated in business language
• Contribute to the FSC data model design conversations: Person Accounts vs. the Individual model, Households and Relationship Groups, Financial Accounts and Financial Holdings, Relationship Mapping and the Actionable Relationship Center (ARC)
• Define and document business process automation using Flow, Action Plans, Business Rules Engine, Record Alerts, and Discovery Framework
• Shape Sales Cloud (lead-to-opportunity, referral management, pipeline, forecasting, territory) and Service Cloud (case management, omni-channel routing, knowledge, CTI, service console, entitlements/SLAs) process design
• Own and groom the product backlog; drive sprint planning, backlog refinement, sprint demos, and UAT alongside the client product owner
• Write and execute test scenarios and test scripts; coordinate UAT, triage defects, and manage the path to sign-off
• Produce and maintain functional specs, data dictionaries, business process documentation, and training/enablement material
• Support data migration workstreams: source-to-target field mapping, data quality rules, reconciliation criteria
• Define reporting and analytics requirements — dashboards, KPIs, CRM Analytics for financial services
• Manage stakeholder expectations, surface risks early, and drive decisions to closure rather than waiting for them
• Facilitate steering committee and program readouts with clarity and confidence
• Support change management, adoption planning, and end-user enablement
• Mentor junior BAs and contribute reusable accelerators, templates, and playbooks back to the Cloud Peritus practice

Requirements:

• Minimum 8 years of business analysis experience, with a meaningful portion in Salesforce ecosystem delivery
• Hands-on Financial Services Cloud (FSC) experience — you have delivered on FSC, not just read about it. You can speak to the FSC data model, householding, financial accounts, and relationship management from real projects
• Strong Sales Cloud and Service Cloud functional depth across full lifecycle implementations
• Demonstrated experience across at least 2–3 end-to-end Salesforce implementations from discovery through hypercare
• Fluency in Agile/Scrum delivery and tooling — Jira, Confluence, Azure DevOps, or equivalent
• Strong process modeling skills (BPMN, swimlanes, journey maps) with Lucidchart, Visio, Miro, or similar
• Exceptional written and verbal communication; you can write a crisp user story •and• run a room of MDs
• Domain fluency in one or more of: retail/commercial banking, wealth & asset management, insurance, mortgage & residential lending, private equity/investment banking
• Prior consulting experience strongly preferred — you've worked for a partner/SI or advisory firm and understand billable delivery, scope discipline, and client management
• Salesforce certifications: Certified Business Analyst, Administrator, Sales Cloud Consultant, Service Cloud Consultant, Financial Services Cloud Accredited Professional
• Experience with Salesforce Industries / OmniStudio (OmniScripts, FlexCards, Integration Procedures, DataRaptors)
• Exposure to Data Cloud, Agentforce, or Einstein capabilities in a financial services context
• Familiarity with regulatory context — KYC/AML, FINRA/SEC, GLBA, SOC 2, GDPR/CCPA — and how it constrains design
• Experience integrating with core banking, custodial, mortgage (e.g., ICE/Encompass)or lending platforms, Insurance (e.g., Guidewire)
• CBAP, PMI-PBA, or CSPO certification