Salesforce Business System Analyst- Financial Services Cloud

Salesforce Business System Analyst- Financial Services Cloud

Job Description

Location: Toronto, Canada

Work Model: 3 Days WFO

Role Summary

We are seeking a Tech-Savvy Business Analyst / Project Manager with approximately 5 years of hands-on experience leading Sales initiatives and related Systems implementations. The ideal candidate excels at translating business needs into practical technology solutions, with a strong focus on delivering scalable, user-centric systems and tools that improve sales performance and operational efficiency.

Core Skills and Experience

Communication and Presentation

• Excellent verbal and written communication skills.
• Ability to convey complex ideas clearly to both technical and non-technical audiences.
• Comfortable presenting to stakeholders at all levels.

Business Analysis Expertise

• Demonstrated ability to lead business-critical initiatives from discovery through delivery.
• Skilled in conducting thorough business analysis and driving collaborative decision-making.
• Proven track record of ensuring timely delivery of business value in fast-paced environments.

Cross-Functional Partnership

• Experience leading across all phases of the project lifecycle, including:
• Requirements elicitation and documentation.
• Business requirement analysis and validation.
• Stakeholder feedback sessions.
• Impact analysis and risk identification.
• UAT coordination and execution.
• Sprint demos and Agile ceremonies.
• Change readiness, training, and go-live support.
• Troubleshooting user-reported issues with minimal disruption and focus on long-term solutions.

Stakeholder Management

• Successfully partnered with diverse stakeholder groups.
• Strong ability to secure alignment and manage expectations throughout the project lifecycle.

Process Mapping, Optimization and Problem Solving

• Skilled in mapping and analyzing current-state and future-state business processes.
• Ability to distinguish between core business needs, stakeholder requirements, and system constraints.
• Analytical thinker with the ability to identify root causes and drive long-term, data-driven solutions.
• Focused on uncovering and addressing systemic process inefficiencies.

Salesforce Experience

• Salesforce experience preferred, including:
• Salesforce Sales Cloud.
• Salesforce Experience Cloud.
• Dashboard configuration.

Additional Skills

• Experience using Miro, Box, and similar tools for collaboration and process mapping.
• Willingness to take on additional tasks and responsibilities as assigned.
• Demonstrates flexibility, ownership, and a proactive approach to problem-solving and delivery.