Shape Salesforce Financial Services Cloud solutions through CRM business analysis, process expertise, and stakeholder workshops in a functional advisor capacity.

This Salesforce Business Analyst role focuses on Financial Services Cloud processes, including lead conversion, opportunities, activities, and appointments. You will analyze processes, data models, and integrations while gathering and validating requirements. The work supports practical CRM design, prioritization, configuration, deployment, and adoption across Salesforce environments.

Key Responsibilities:

- Advise on functional Salesforce CRM capabilities and processes
- Analyze Accounts, Households, Financial Accounts, and integrations
- Gather, document, and validate user stories and epics




- Facilitate scoping and business design workshops
- Support backlog prioritization, deployment, and adoption

Requirements:

- Experience with Financial Services Cloud processes
- Knowledge of Sales Cloud or Service Cloud capabilities
- Understanding of APIs and satellite system integrations
- Familiarity with Salesforce Flow and workflows
- Ability to define KPIs and assess cost perks

Apply Salesforce business analysis expertise to connect Financial Services Cloud processes, requirements, configuration, and adoption support.

📌 Salesforce Financial Services Business Analyst (Montreal)
🏢 Maarut
📍 Montreal