Salesforce Business Analyst

Job Description:

We are currently seeking a Salesforce Business Analyst to work on the implementation and development of a CRM based on Salesforce (Financial Services Cloud) The candidate will be responsible for: Collaborating closely with executives, the Product Owner, the Project Manager, Enterprise Architecture, Operations, Salesforce Architects, and the project team. Contributing to overcoming roadblocks, risks, and external challenges encountered by the team, particularly in complex CRM integration contexts. Demonstrating versatility and a desire to contribute to all aspects of the team's work (T-Shape), including activities related to Salesforce configuration and adoption. Acting as a Salesforce CRM functional consultant within a multidisciplinary team.

The client is looking for a hybrid functional-CRM profile, grounded in Salesforce FSC, capable of operating at the interface between business and technical delivery. The mandate is not that of a generalist Asset Manager: the term "Salesforce CRM Functional Consultant" is explicitly used, indicating an expectation of in-depth product knowledge, not just the ability to document requirements. Recurring keywords include: FSC (Financial Services Cloud), user stories, backlog, workshops, integration, and adoption. An important unspoken point: the candidate must be comfortable working in a multidisciplinary team using agile methodologies, with a facilitation and governance component (representation on Salesforce committees). A purely documentation-oriented profile without workshop facilitation or interaction with the architecture would be insufficient for this role.

• Advising and supporting business partners and specialists in the positioning, planning, design, and implementation of Salesforce CRM solutions.
  


• Organize and facilitate business workshops (scoping, design) to define needs and align stakeholders.
  


• Identify and analyze business issues, particularly those related to customer relationship management (CRM), customer data, and Salesforce processes (lead conversion, opportunity management, activity management, appointment scheduling, etc.).
  


• Establish frameworks and recommend solutions leveraging Salesforce capabilities (Salesforce Services Cloud, Sales Cloud, Service Cloud).
  


• Represent your unit on decision-making committees, including Salesforce governance committees.
  


• Contribute to aligning business objectives, Salesforce CRM capabilities, and IT architecture. Act as the lead for aligning the Salesforce solution with business needs and CRM best practices.
  


• Contribute to the end-to-end integration of solutions (from needs definition to deployment and user adoption).
  


• Propose and recommend value-creating CRM business solutions, including: - 360° customer view - Sales and service process optimization - Automation via Salesforce (Flow, workflows)
  

Key Roles and Responsibilities:

• Ensure the quality of deliverables related to Salesforce initiatives.
  

• Anticipate CRM trends and ensure the application of Salesforce and FSC best practices.
  


• Gather, document, and validate business needs and Salesforce functional requirements (user stories, epics).
  


• Contribute to defining and prioritizing the backlog in collaboration with the Product Owner.
  


• Collaborate with architecture teams to translate requirements into solutions configured or integrated within Salesforce.
  


• Identify and analyze the impacts on: - Business processes - The data model - Integrations (APIs, satellite systems) Define the scope of Salesforce solutions within projects.
  


• Analyze, model, and document: - Current processes (as-is) - Target processes (to-be) - User journeys in Salesforce Ensure traceability of requirements between: - Business objectives - Salesforce capabilities - Delivered solutions
  


• Support the Product Owner in defining business objectives and KPIs (CRM performance, adoption, operational efficiency).
  


• Support stakeholders in the cost/benefit analysis of Salesforce solutions.
  


• Contribute to the testing strategy: - Defining acceptance criteria - Supporting UAT testing - Validating Salesforce processes Supporting business units during Salesforce deployment and adoption.
  


• Collaborating closely with: - Salesforce Architects - Integration Architects - Development Teams
  

Requirements

Requirements:

• Expertise in Salesforce CRM (FSC, Sales Cloud, Service Cloud) Required
  


• Illustrative List Representative — FSC is the core, other clouds are complementary Business Analysis (user stories, epics, backlog, as-is/to-be) Required Cumulative AND Full — all these deliverables are expected
  


• Workshop Facilitation (scoping, design) and Stakeholder Facilitation Required Cumulative AND Full
  


• Collaboration with IT Architecture and Development Teams Required Cumulative AND Full
  


• Experience in Wealth Management or the Financial Sector Desired OR Sufficient Alternative — wealth or financial, one of the two is sufficient Knowledge of FSC Processes: lead conversion, opportunities, activities, appointments Required
  


• Illustrative List Representative — mastery of the FSC ecosystem expected Contribution to UAT testing and acceptance criteria Desired Cumulative AND Full if present CV Salesforce Automation (Flows, Workflows) Preferred OR/Illustrative List Representative — sufficient functional knowledge, no development expected Knowledge of the FSC (Account, Household, Financial Account) Data Model Preferred Illustrative List Representative Experience in a CRM Governance/Committee Context Asset OR Sufficient Alternative — committee experience is sufficient
  


• Aggregation Note: The list of Salesforce capabilities (FSC, Sales Cloud, Service Cloud) is intended as illustrative: FSC is the central and non-negotiable criterion; the other clouds are complementary but not mandatory. Automation (Flows, Workflows) is functional, not technical: a candidate who understands the triggers and business use cases without coding the flows meets the requirement.