Salesforce Business Analyst


  • Job Description

    Salesforce Industries is seeking a design-savvy Business Analyst/Senior Solution Consultant to support Solution Delivery opportunities in the Customer Success Group team, lending his/her expertise to the delivery of world class Salesforce Industries implementations and building the necessary and valuable relationships both internally and externally in order to become recognized as a world class business transformation expert.


    The Business Analyst/Senior Solution Consultant will be working directly with customers to meet their business needs. The Business Analyst/Senior Solution Consultant shall create detailed requirement documentation and coordinate development of comprehensive assets to run on the OmniStudio Platform.

    Through the work on Salesforce Industries, the Business Analyst/Senior Solution Consultant shall become an expert in educating the customer about product capabilities, identifying gaps in the processes, and servicing customers via digital channels. He/she shall also develop leadership skills in Agile software development.

    Specific responsibilities include:

    • Working closely with our customers, industry experts, product managers, and engineers to understand the business processes at a detailed level.
    • Participating in business process redesign, roadmap planning, and identifying touch points in multi-cloud implementations.
    • Participating in discussions with various levels of customer’s IT business stakeholders.
    • Developing strong client relationships by building trust, rapport and positive working relationships with both internal and external stakeholders, and team members.
    • Working with internal and customer stakeholders to create prototypes, proof of concepts and sample mockups as a means of eliciting and defining business requirements.
    • Creating and owning user stories/business requirements documents as an outcome of the requirements gathering sessions, and detailing out the user stories in the agile sprints for the scrum team to work upon.
    • Collaborating with SFI’s product and design teams to understand the best practices and create simple and elegant flows that deliver the functionality required
    • Utilising knowledge on OmniStudio tools, including OmniScript, FlexCards, Integration Procedures to rapidly construct dynamic, omni-channel interactions.
    • Attending daily stand-ups, story pointing meetings, sprint planning, and retrospectives to ensure progress on requests and removal of blockers.
    • As required, participating in the UAT and Go-Live process, including test planning, development of test scripts, testing logistics, test execution, and status reporting.
    • Collaborating with Salesforce Industries Product and Engineering teams to suggest enhancements in the tools from field implementation experience.
    • Analyzing the data requirements, structures and integration points of the process, and creating mapping to Salesforce Industry objects or external REST endpoints.
    • Identifying business process improvements and opportunities for automation.
    • Documenting work using flow charts, written descriptions, screenshots and videos.
    • Reacting to process and product related questions and escalating issues to the correct team or to the management as necessary.
    • Applying knowledge, skills and judgment to make decisions and resolve issues.
    • Maintaining a target billable utilisation aligned to the role.

    Minimum Requirements:

    • 5 or More Years of experience in enterprise software as an analyst or product owner.
    • Demonstrated capability to understand business strategies and application objectives, and translate those requirements into effective process designs.
    • Excellent design skills, including the ability to critique visual elements and optimize user flows.
    • Experience in one or multiple domains of Financial Services → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management
    • Excellent written and visual communication skills, with the ability to clearly document requirements and process assets using text, diagrams and videos.
    • Clear verbal communicator, with the ability to effectively interact in English.
    • Self-directed, with the ability to break down a complex process, assign actions, and manage progress toward a deadline.
    • Expertise in process modeling tools and best practices.


    Preferred Requirements:

    • Knowledge of Salesforce Financial Services Cloud.
    • Knowledge of design thinking processes and tools.
    • Experience working with Scrum teams and Agile Methodology.

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