Salesforce Technical BA
About The Position
This role involves partnering with key business stakeholders in Finance, Lending, Leasing, Customer Service, Dealer Services, and Digital Channels to gather and document business and technical requirements. The Salesforce Technical BA will translate these requirements into Salesforce functional specifications, user stories, and acceptance criteria. The position supports solution design and implementation across various Salesforce platforms including Sales Cloud, Service Cloud, Experience Cloud, and integrated financial systems. Responsibilities include analyzing and documenting end-to-end processes for loan origination, credit decisioning, customer onboarding, servicing, collections, and dealer interactions. The BA will collaborate with Salesforce Architects, Developers, and QA teams to ensure solutions adhere to architecture standards and Salesforce best practices. This includes supporting data mapping, system integrations, and API interactions with core financial systems, dealer management systems (DMS), and third-party platforms. The role also involves participating in Agile ceremonies, supporting testing activities (UAT, test case creation, defect triage), ensuring compliance with financial services regulations, data privacy, and security standards, and assisting with release planning, change management, documentation, and post-deployment support.
Requirements
- Bachelor's degree in business, Information Systems, Computer Science, or a related field.
- 3+ years of experience as a Business Analyst with Salesforce implementation experience.
- Strong hands-on knowledge of Salesforce: Data model and security model, Flows, workflows, validation rules, Reports and dashboards.
- Experience working in financial services, automotive finance, banking, or lending domains.
- Familiarity with loan, lease, and customer lifecycle processes.
- Experience working in Agile / Scrum delivery models.
- Strong documentation skills (BRD, FRD, user stories, process flows).
- Excellent communication and stakeholder management skills.
Responsibilities
- Partner with key business stakeholders (Finance, Lending, Leasing, Customer Service, Dealer Services, Digital Channels) to gather and document business and technical requirements.
- Translate business requirements into Salesforce functional specifications, user stories, and acceptance criteria.
- Support solution design and implementation across Salesforce platforms such as Sales Cloud, Service Cloud, Experience Cloud, and integrated financial systems.
- Analyze and document end-to-end processes related to loan origination, credit decisioning, customer onboarding, servicing, collections, and dealer interactions.
- Work closely with Salesforce Architects, Developers, and QA teams to ensure solutions align with architecture standards and Salesforce best practices.
- Support data mapping, system integrations, and API-based interactions with core financial systems, dealer management systems (DMS), and third 'party platforms.
- Participate in Agile ceremonies including sprint planning, backlog grooming, reviews, and retrospectives.
- Support testing activities including UAT planning, test case creation, defect triage, and validation.
- Ensure solutions comply with financial services regulations, data privacy, and security standards.
- Assist with release planning, change management, documentation, and post deployment support.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
