Salesforce Business Analyst

We are seeking an experienced Salesforce Business Analyst to join a Salesforce consulting partner, supporting client implementation and transformation projects within the financial services sector.

The successful candidate will have strong experience across Salesforce Sales Cloud and Service Cloud , working with clients to understand business requirements, define solutions and support delivery from discovery through to implementation.

Key Responsibilities

• Work with client stakeholders to gather, analyse and document business requirements.
• Facilitate discovery workshops and translate business needs into user stories, functional specifications and acceptance criteria.
• Support Sales Cloud and Service Cloud implementations, enhancements and CRM transformation projects.
• Map business processes, identify gaps and recommend Salesforce-based solutions.
• Collaborate with Salesforce consultants, architects, developers and QA teams throughout the project lifecycle.
• Support UAT, defect management, requirements validation and client sign-off.
• Manage stakeholder expectations and ensure solutions align with client objectives and financial services requirements.
• Proven experience as a Salesforce Business Analyst within a Salesforce consultancy, implementation partner or Salesforce delivery environment.
• Strong functional knowledge of Salesforce Sales Cloud and Service Cloud .
• Mandatory financial services experience , ideally within banking, insurance, wealth management or a similar regulated industry.
• Experience delivering Salesforce implementation or transformation projects for clients.
• Strong requirements gathering, process mapping and documentation skills.
• Experience working in Agile project environments and supporting UAT.
• Excellent client-facing communication, stakeholder management and problem-solving skills.
• Ability to work independently within a fully remote UK-based team.
• Salesforce Business Analyst, Administrator or Consultant certification.
• Experience across multiple client engagements and Salesforce delivery projects.
• Knowledge of financial services processes, data governance and regulatory requirements.