Lead requirements gathering sessions and workshops with business stakeholders from various departments.
Analyze and document business processes, identifying areas for improvement and defining new system requirements.
Translate business needs into clear and comprehensive functional requirements, user stories, and process flows.
Serve as the primary liaison between the business and the development / QA teams, ensuring clear communication and a shared understanding of project goals.
Support the Agile development process by assisting with backlog grooming, sprint planning, and UAT (User Acceptance Testing) coordination. Validate system functionality against business requirements and create test scenarios for UAT.
Demonstrate and present solutions to business stakeholders, gathering feedback and ensuring alignment.
Create and maintain project documentation, including Business Requirements Documents (BRDs) and training materials.
Utilize Salesforce and financial domain knowledge to recommend optimal solutions, leveraging out-of-the-box features and configurations whenever possible.
Mandatory Skill Set :
Mandatory experience in the banking, financial services, and / or mortgage domains.
Proven experience working with Salesforce CRM (Sales Cloud, Service Cloud, and / or Financial Services Cloud).
Strong understanding of core Salesforce objects, security models, and declarative automation tools (Flows, Process Builder).
Required Experinece :
8 to 10 years of overall experience in business analysis, with at least 4 years as a Salesforce Business Analyst.
Mandatory experience in the banking, financial services, and / or mortgage domains.
Proven experience working with Salesforce CRM (Sales Cloud, Service Cloud, and / or Financial Services Cloud).
Strong understanding of core Salesforce objects, security models, and declarative automation tools (Flows, Process Builder).
Experience in an Agile / Scrum environment. Exceptional analytical, problem-solving, and communication skills. Salesforce Administrator and Business Analyst certification is good to have.
(ref : hirist.tech)
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Salesforce Analyst • Delhi, IN
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