Salesforce Business Analyst (Financial Services Cloud)
- Term November 23, 2026 to December 31, 2026
- Job Opening ID 11815
- City Montreal
- Country Canada
- Number of Positions 1
- Work Experience 7-10 Years

Job Description
The client is looking for a business analyst who acts as thefunctional Salesforce reference within a squad responsible for the wealthmanagement advisors’ CRM. The role covers the full cycle: scoping and designworkshops, user story writing, process and journey modelling in Salesforce,acceptance criteria and UAT support, then deployment support. The mandate isspecific about the FSC landscape: lead conversion, chance, activity andappointment processes, and the Account, Household and Financial Account datamodel. The profile must also hold their own with executives and governancecommittees, and help remove blockers in complex CRM integration contexts. TheT-Shape mention opens the door to configuration tasks without making them thecore of the role. The mandate contains no qualifications section (years,degree, language, certification). Target candidate: a Salesforce business analyst who has ledthe functional side of at least one Financial Services Cloud implementation orevolution, able to run workshops with business units and translate needs intouser stories traceable through deployment. Exposure to the FSC data model andintegration issues is what sets them apart from a generalist CRM BA. Key Requirements




- Functional CRM Salesforce advisor role (business analysis)
- Financial Services Cloud processes (lead conversion,opportunities, activities, appointments)
- Impact analysis: processes, data model (Account, Household,Financial Account), integrations (APIs, satellite systems)
- Gathering, documenting and validating requirements (userstories, epics), backlog prioritization with the PO
- Organizing and facilitating business workshops (scoping,design)
- Sales Cloud or Service Cloud capabilities
- Salesforce automation (Flow, workflows) and configurationactivities
- Deployment and adoption support, KPI definition,cost/benefit analysis Requirements ASSET Profiles to Exclude
- Profile showing Salesforce only in Sales Cloud orService Cloud, with no demonstrated Financial Services Cloud exposure.
- Salesforce administrator or developer profile whoseengagements are limited to configuration, with no demonstrated requirementsgathering or workshop facilitation.
- CRM business analyst profile on another platform (e.g.
Dynamics 365), with no Salesforce engagement on the resume.
- Product Owner profile whose resume shows backlogownership and final prioritization, without writing user stories or modellingprocesses.
- Salesforce architect profile with no functionalanalysis conducted directly with business units.
- Candidate not available to start on November 23, 2026.

📌 11815 (Montreal)
🏢 Maarut
📍 Montreal