Job Summary
Salesforce Business Analyst
Location: Hybrid – Washington, DC or New York, NY (on-site required days per week) Industry: Financial Services / Banking
About the Role
We’re seeking a Salesforce Business Analyst to support our banking client’s Salesforce ecosystem, with a focus on Salesforce Financial Services Cloud (FSC). This role will also contribute to broader enterprise business analysis initiatives across the organization.
Key Responsibilities
- Gather, document, and translate business requirements into functional specifications for Salesforce initiatives
- Serve as the primary BA on Salesforce Financial Services Cloud implementations and enhancements
- Partner with stakeholders across banking lines of business to identify process improvement opportunities
- Support broader enterprise BA work, including cross-functional projects outside the Salesforce platform
- Facilitate workshops, requirements sessions, and UAT with business and technical stakeholders
- Create user stories, process flows, and functional documentation for development teams
- Work closely with Salesforce developers/admins to ensure solutions align with business needs
- Support data governance, reporting, and dashboard requirements within Salesforce
- Assist with change management and user adoption efforts
Required Skills & Experience
- 5+ years of experience as a Business Analyst, with direct Salesforce platform experience
- Hands-on experience with Salesforce Financial Services Cloud (required)
- Experience working within banking, financial services, or another regulated industry
- Strong requirements-gathering, documentation, and process-mapping skills
- Ability to bridge communication between business stakeholders and technical teams
- Experience with Agile/Scrum methodologies
- Excellent written and verbal communication skills
Preferred Qualifications
- Salesforce certifications (e.g., Salesforce Administrator, Business Analyst)
- Experience with additional Salesforce clouds (Service Cloud, Sales Cloud)
- Familiarity with banking/lending workflows and compliance requirements
- Experience with tools such as Jira, Confluence, or similar
Work Environment
- Hybrid schedule based out of DC or NYC office
- On-site presence required per client policy
Share This Job
ABOUT US
Our High Trail Verified members include elite Technical and Solutions Architects, Developers, Engineers, Administrators, Business Analysts, Project Managers and Leaders, with a proven track record of delivering solutions to complex problems.
If you are ready to Elevate Your Work, you’ve come to the right place. Contact us to schedule a consultation.
Other Jobs you might like…
NYC
$0 - $85
Senior Salesforce Developer (Financial Services Cloud) Position Overview Our banking client in New York is seeking a Senior Salesforce Developer…
Remote
$0 - $90
AI Architect About the Client Our client is a leading nonprofit organization that supports the reliability and security of the…
Palo Alto, California
$175,000 - $210,000
Our client is seeking a highly skilled Machine Learning Engineer to play a critical role within a connected data and…
Palo Alto, California
$120,000 - $155,000
Our client is seeking a dynamic Data Analytics Engineer to help transform data into actionable insights within a connected data…
Palo Alto, California
$145,000 - $175,000
Our client, a fast-growing healthcare technology firm, is seeking a skilled Data Engineer to support their connected data and product…
Remote
$60 - $70
Required Skills: Proficiency in Oracle APEX development Experience with Oracle Fusion applications and Fusion configuration Familiarity with Fusion extensions and…
Remote
$112,000 - $146,000
Our client, a reputable financial institution is seeking an experienced AVP of Digital Marketing with a focus on Salesforce Marketing…
Remote
$70 - $80
About the Opportunity We are working with a well-respected, fast-growing social media technology company seeking a Fullstack Developer to help…
Remote
$10 - $20
Our client is seeking a highly skilled Help Desk Specialist to join a dynamic IT team supporting a global organization….
Columbia, Maryland
$100,000 - $125,000
Required Skills: 4–6 years of professional experience in backend web application development using .NET Framework / .NET Core with C#…