Sr FSC Salesforce Business Analyst

Join a growing credit union dedicated to leveraging cutting-edge technology to improve member services and financial products. We are seeking a Senior Salesforce Business Analyst with deep expertise in Financial Services Cloud (FSC) to support our client’s digital transformation initiatives. As part of a collaborative team, you will play a critical role in optimizing the customer experience and enhancing the efficiency of the firm’s services through Salesforce solutions.

Role:

• Serve as the primary point of contact between business stakeholders and the Salesforce technical team, focusing on Financial Services Cloud (FSC) solutions tailored to the credit union’s unique needs.
• Lead discovery workshops to gather and analyze business requirements, translating them into scalable Salesforce solutions that align with financial services regulations and member-centric processes.
• Manage the full Salesforce project lifecycle, including configuration, customization, testing, implementation, and post-launch support.
• Collaborate closely with cross-functional teams—operations, compliance, IT, and product development—ensuring a seamless integration of FSC with other platforms, including core banking systems and third-party applications.

Requirements:

Technical requirements:

• 5+ years of experience as a Salesforce Business Analyst, with a strong focus on Financial Services Cloud (FSC).
• Proven track record of leading multiple FSC implementations within the financial services industry, preferably credit unions or community banks.
• Proficient in Salesforce configuration, workflows, process automation, reporting, and dashboards.
• Experience integrating FSC with external systems, APIs, and third-party financial services applications.
• Familiarity with Salesforce development tools, including Lightning, Apex, Visualforce, and data migration techniques.
• Expectation to carry out project management tasks to keep projects on target
• Salesforce Advanced Admin Certification is nice to have
• Must be Salesforce Admin certified

Functional Knowledge:

• In-depth understanding of financial products, such as loans, mortgages, savings, and insurance, within the context of a credit union.
• Ability to create detailed documentation, including user stories, process flows, data models, and solution designs.

Soft Skills:

• Strong stakeholder management and communication skills; ability to engage both technical and non-technical audiences.
• Emotional intelligence to understand diverse perspectives, manage conflicts, and build consensus among cross-functional teams.
• Adept at problem-solving, critical thinking, and handling complex business challenges in a fast-paced environment.

Benefits:

Opportunity to work with a forward-thinking credit union that prioritizes innovation and technology-driven financial services.

This role offers an exciting opportunity to make a significant impact in enhancing financial services for our client’s members while advancing your career in Salesforce and the financial services industry. 

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