Salesforce Business Analyst

CGI•Chicago, IL

4h•Hybrid

About The Position

Join a collaborative team driving Salesforce-powered transformation in the wealth management space. You will work directly with an experienced internal lead to deliver against an active backlog of high-impact Salesforce Financial Services Cloud work — with the autonomy to shape solutions and the support of a tight-knit team. The role is based out of our Chicago office, offering a balanced hybrid schedule and the chance to deepen your FSC expertise in a real-world, business-critical environment.

Requirements

In-depth, hands-on experience with Salesforce Financial Services Cloud
Strong Wealth Management domain knowledge in a Salesforce context
Familiarity with Salesforce data modeling, Flow, security, and Lightning App Builder
Ability to be on-site in Naperville 2–3 days per week
Strong communication skills and ability to work directly with an internal lead
Experience integrating Salesforce with custodial / portfolio / financial planning systems

Nice To Haves

Experience working in an Agile delivery environment (Scrum or Kanban).
Salesforce certifications, particularly Financial Services Cloud, Administrator, or Platform App Builder.

Responsibilities

Partner directly with the internal lead to work through and deliver against the existing Salesforce backlog.
Design, configure, and implement solutions on Salesforce Financial Services Cloud to support wealth management business processes.
Translate business requirements into well-architected Salesforce configurations and customizations.
Support data models, workflows, automation, and reporting tailored to wealth-management use cases (client/household relationships, financial accounts, goals, opportunities, referrals).
Collaborate with business stakeholders to clarify requirements, demo solutions, and iterate based on feedback.
Contribute to backlog grooming, story refinement, estimation, and sprint planning.

Benefits

Competitive compensation including profit participation program
Comprehensive medical, dental, and vision benefits
Basic life and accidental death & dismemberment insurance
Matching contributions through 401(k) plan, and CGI share purchase plan
Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service
10 paid holidays per year
At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)
Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws
Bereavement leave, ranging from 1 to 7 days per year based on relationship.
Paid jury duty leave, up to time summoned
Learning opportunities and tuition assistance
Wellness and Well-being programs