Salesforce Business Analyst position in a FinTech company, driving CRM transition and data migration initiatives. Collaborate with stakeholders and technical teams to enhance business processes and ensure successful Salesforce implementation.
Responsibilities
Looking for a Salesforce Business Analyst to play a key role in the company's transition from the legacy Back Office CRM to Salesforce CRM.
Analyze existing processes, gathering business requirements, and ensuring a smooth migration of data, functionality, and workflows into Salesforce.
Serve as the bridge between business stakeholders, IT, and the Salesforce implementation team.
Conduct workshops and interviews to gather requirements for Salesforce CRM.
Collaborate with Salesforce Product Owner, Architects, Admins, and Developers to design migration-friendly solutions.
Document requirements, business processes, and data mapping from the legacy CRM to Salesforce.
Define and execute test cases for migrated data, workflows, and integrations.
Ensure the Salesforce solution replicates necessary functionality from the legacy CRM while leveraging Salesforce best practices.
Requirements
Proven experience as a Salesforce Business Analyst (at least 1 year) - essential
Experience in trading/financial services CRM environments - essential
Salesforce Administrator or Business Analyst certification - essential
Strong knowledge of at least one of the clouds: Salesforce Sales Cloud and Service Cloud
Experience in data mapping, data migration, and process re-engineering
Familiarity with record sharing models, user access requirements, and compliance constraints
Excellent documentation, analytical, and problem-solving skills
Strong communication and facilitation skills with ability to engage non-technical stakeholders
Benefits
22 days of annual leave
12 paid sick days + full medical insurance after 6 months
Provident fund access after 6 months
Fresh fruit, snacks, and beverages available daily
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