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Salesforce BA - Relevant college, university, or post-graduate degree in Engineering or related education

8+ years of experience working as a Functional Lead in Salesforce and 5+ years experience financial industry

Proven experience delivering Salesforce solutions at scale in a highly regulated, enterprise scale environments

Deep understanding of banking workflows, customer and product lifecycle and financial compliance

Solid experience with Salesforce Financial Services cloud and integration with core banking systems and datalakes

Ability to lead conversations with cross functional teams and engage effectively with executives, senior leaders and technical teams

Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings

Roles and responsibilities

Collaborate with business stakeholders to understand business objectives, requirements, as-is and future state business processes and pain points

Conduct workshops, interviews and requirement gathering and refinement sessions with Product owners and other relevant stakeholders - including architects and tech leads





Identify and propose best possible Salesforce out of the box solution for the problem statement and if gaps exist, propose suitable custom solution in collaboration with tech lead and UX teams.

Prepare and present material to Program Salesforce design authority for review of problem statement and proposed solution options to arrive at the best possible outcome that’s acceptable to business and technology teams

Perform POC and impact analysis on existing Salesforce processes, configurations and data and present options to Product Owner

Create functional artifacts such as solution refined Epics, broken down User stories ready for development, functional documentation summarized in confluence page.

Participate in all scrum ceremonies and lead squad refinement sessions

Support QA by providing functional scenarios, clarifying requirements and reviewing test cases against business needs

Assist in defect triage and resolution

Ensure compliance with Salesforce with best practices and

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📌 Salesforce Business Analyst (Toronto)
🏢 BULLIT MANAGEMENT SERVICES
📍 Toronto