Salesforce Functional Analyst / Business Analyst – Financial Services Cloud (FSC)

Skill- Salesforce Functional Analyst / Business Analyst – Financial Services Cloud (FSC) Exp-6+ years (3+ years in Salesforce FSC) Location-Pune, Bangalore, Hyderabad & Kolkata Notice-Immediate-15 Days

Job Summary : We are seeking a

Salesforce Functional Analyst / Business Analyst

with deep expertise in

Salesforce Financial Services Cloud (FSC)

to bridge business needs and technical capabilities. The ideal candidate will be responsible for gathering, analyzing, and documenting business requirements and ensuring they are effectively translated into scalable Salesforce FSC solutions.

Key Responsibilities :

Act as a liaison between business stakeholders and Salesforce technical teams. Gather, document, and analyze business requirements with a focus on

FSC business processes

such as client onboarding, relationship management, and financial account management. Translate business needs into user stories, acceptance criteria, and process flows. Configure FSC declarative features such as

Action Plans, Rollups, Relationship Groups , and

Financial Account data models . Support the design and implementation of Salesforce solutions that meet business goals and adhere to platform best practices. Lead requirement workshops, user demos, and training sessions. Validate solution design and participate in UAT, ensuring alignment with business objectives. Identify improvement opportunities and help optimize Salesforce usage and user adoption.

Required Skills and Qualifications :

6+ years of experience as a Business Analyst or Functional Analyst in Salesforce implementations. 3+ years of hands-on experience with

Salesforce Financial Services Cloud (FSC) . Strong understanding of FSC data models and industry-specific capabilities for

Wealth Management, Banking, or Insurance . Proven ability to elicit and document complex business requirements and map them to Salesforce functionality. Familiarity with Agile / Scrum methodologies. Excellent communication, stakeholder management, and problem-solving skills.

Preferred Qualifications :

Salesforce certifications such as : Salesforce Certified Business Analyst Salesforce FSC Accredited Professional Salesforce Administrator / Advanced Administrator Experience working with system integrators and multiple Salesforce clouds. Familiarity with tools such as

Jira ,

Confluence ,

Lucidchart , or

Miro

for documenting processes and managing user stories