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Business Analyst with Salesforce

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Job Description - Business Analyst with Salesforce

Role: BA with Salesforce(Banking Experience)

Location :Northampton ,UK(Hybrid)(2 days office)

Duration: Contract

Job Summary:

Key Responsibilities:

🔹 Requirement Gathering & Analysis:

  • Collaborate with business stakeholders to gather, analyze, and document requirements.
  • Define business and functional specifications for banking systems and applications.

🔹 Process Improvement & System Implementation:

  • Identify gaps and recommend process enhancements within banking workflows.
  • Support system integration, migration, and upgrades for banking platforms.

🔹 Stakeholder Management:

  • Act as a bridge between business users, technology teams, and third-party vendors.
  • Conduct workshops, stakeholder interviews, and user acceptance testing (UAT).

🔹 Salesforce (Good to Have):

  • Assist in Salesforce Classic and Lightning migration or enhancement projects.
  • Work with Salesforce admins and developers to define CRM-related requirements.

🔹 Data & Reporting:

  • Analyze banking data for insights, reporting, and regulatory compliance.
  • Work with SQL, Power BI, or other reporting tools (as applicable).

Required Skills & Experience:

âś… Banking Domain Experience (Must Have)

  • Experience in Retail, Corporate, Investment, or Digital Banking.
  • Knowledge of Lending, Payments, Risk, or Regulatory Reporting.

âś… Business Analysis Expertise

  • 5+ years of experience as a Business Analyst in the banking sector.
  • Experience in process mapping, workflow optimization, and gap analysis.
  • Strong documentation skills (BRD, FSD, user stories, use cases).

âś… Technical & Tools Knowledge

  • Experience with Salesforce Classic/Lightning (Good to Have).
  • Familiarity with JIRA, Confluence, Visio, SQL, Power BI (as applicable).

âś… Methodologies & Certifications

  • Agile/Scrum and Waterfall methodologies.
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