Salesforce Business Analyst

London  ‐ Onsite

Keywords

Salesforce.Com Finance Stakeholder Management User Stories Confluence JIRA Automation Banking Services Customer Relationship Management Commercial Banking Business Processes Business Process Improvement Business Requirements Change Management Functional Design Loan Origination Microsoft Visio Scrum Methodology Quality Management Lucidchart Software Requirements Analysis Standards-Compliant Testability Workflows Stakeholder Communications Acceptance Testing Onboarding Solution Delivery Core Banking

Description

Key Responsibilities:

  • Work closely with business stakeholders, product owners, developers, and QA teams to gather and document clear, concise, and testable business and system requirements.
  • Translate business needs into detailed user stories and acceptance criteria for the Salesforce/nCino implementation.
  • Lead and facilitate workshops, requirement-gathering sessions, and stakeholder interviews across various teams.
  • Act as the bridge between business and technical teams to ensure seamless communication and delivery.
  • Support end-to-end solution delivery, including functional design reviews, UAT planning/execution, and change management.
  • Document current and future state business processes, identifying opportunities for improvement and automation.
  • Drive enhancements and continuous improvement initiatives post-implementation.
  • Maintain deep understanding of the Salesforce platform and nCino solutions, particularly in areas like loan origination, credit approval, covenant tracking, and onboarding.
Required Skills & Experience:

  • 5+ years of experience as a Business Analyst within banking, financial services, or similar regulated industries.
  • Strong experience working on Salesforce projects, ideally with exposure to nCino.
  • Excellent understanding of commercial lending, credit workflows, and financial products.
  • Experience delivering end-to-end CRM or core banking platform implementations.
  • Ability to write high-quality business documentation, user stories, and process flows.
  • Proficiency in tools such as Jira, Confluence, Lucidchart, or Visio.
  • Strong stakeholder management and facilitation skills.
  • Familiarity with Agile/Scrum delivery methodologies.
  • Exceptional analytical and problem-solving abilities.
Preferred Qualifications:

  • Previous experience on a Salesforce/nCino implementation within a UK or European bank.
  • Salesforce Administrator or Business Analyst certification (preferred).
  • Experience with regulatory and compliance processes in financial services.
  • Strong communication skills in both business and technical language.
Start date
5.2025
Duration
12 months
From
Phaidon International
Published at
10.04.2025
Contact person:
Daniel Jinadu
Project ID:
2868660
Industry
Finance
Contract type
Freelance
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