Job Title: Salesforce Analyst

Location:
Toronto, ON Work Model: Hybrid

Experience:
8+ Years Job Summary We are seeking an experienced Salesforce Analyst with strong expertise in business analysis, systems analysis, data mapping, and technology delivery. The ideal candidate will have hands-on experience with the Salesforce platform and CRM object model, along with strong SQL/PLSQL skills and experience supporting system integrations, data validation, and end-to-end testing. Experience in financial services, wealth management, or asset management is highly preferred. The successful candidate will collaborate with business stakeholders, architects, developers, and cross-functional teams to translate business requirements into effective technical solutions while ensuring data quality, system reliability, and compliance with applicable standards.

Key Responsibilities
• Collaborate with business stakeholders and technology teams to understand business objectives and define solutions for operational, analytics, and management reporting needs.
• Gather, analyze, and document business and system requirements through stakeholder interviews, workshops, process analysis, user stories, and business scenarios.
• Work with solution architects, developers, and delivery teams to analyze requirements and support solution design aligned with business objectives.
• Analyze source and target system data requirements and prepare data mappings in accordance with enterprise data standards.
• Document system integrations, business process flows, database requirements, API endpoints, system interactions, and end-to-end data flows.
• Analyze Salesforce CRM functionality, platform capabilities,



and object models to support business and technical requirements.
• Develop and execute SQL/PLSQL queries for data validation, troubleshooting, reconciliation, and test data preparation.
• Provide production support for back-office applications by investigating issues, performing root-cause analysis, and coordinating resolution with technical teams.
• Identify data quality issues, anomalies, inconsistencies, and data cleansing requirements, and work with relevant teams to resolve them.
• Prepare test plans, support test case development, validate test results, and perform end-to-end testing to ensure solutions meet business requirements.
• Maintain clear and comprehensive functional and technical documentation using tools such as Jira and Confluence.
• Ensure delivered solutions align with business requirements, enterprise standards, and applicable financial services regulations. Required Qualifications
• Bachelor's degree or post-secondary diploma in Business Analysis, Management Information Systems, Commerce, Computer Science, or a related discipline.
• 8+ years of experience in business analysis, systems analysis, requirements management, and technology delivery.
• Hands-on experience with Salesforce CRM, the Salesforce platform, and Salesforce object model.




• Strong understanding of business process analysis, requirements gathering, functional documentation, and solution design support.
• Experience with SQL/PLSQL for data analysis, validation, troubleshooting, and test data setup.
• Proven experience with data mapping, system integrations, API requirements, and source-to-target data analysis.
• Experience in end-to-end testing, test planning, test result validation, and defect resolution.
• Familiarity with Agile delivery methodologies and tools such as Jira and Confluence.
• Strong analytical, problem-solving, and root-cause investigation skills.
• Excellent communication and stakeholder management skills, with the ability to collaborate effectively across business and technical teams.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Preferred Qualifications
• Experience in financial services, wealth management, or asset management.
• Experience working with back-office systems and enterprise CRM integrations.
• Knowledge of regulatory requirements, data governance, and enterprise data standards within financial services.
• CMA, MBA, or other relevant skilled qualifications would be an asset. Key Skills and Keywords Salesforce CRM | Salesforce Object Model | Business Analysis | Systems Analysis | Requirements Gathering | SQL | PL/SQL | Data Mapping | Source-to-Target Mapping | API Integration | System Integration | Data Quality | Root-Cause Analysis | Production Support | End-to-End Testing | Jira | Confluence | Financial Services | Wealth Management | Asset Management

📌 Salesforce Analyst (Toronto)
🏢 AceStack
📍 Toronto