Senior Business Analyst (Salesforce)

CMG Financial

29d•Remote

About The Position

CMG Financial is seeking a motivated Senior Business Analyst with expertise in the Salesforce platform to join their IT Team. This role involves maintaining and enhancing business software on Salesforce, specifically Financial Services Cloud (FSC), with required hands-on experience in Salesforce Marketing Cloud and Agentforce. The Business Analyst will collaborate with customers and teammates, participate in stand-up meetings with Technology and Business Partners, and facilitate the understanding, clarification, and implementation of requirements for various projects. A strong candidate will have recent experience in mortgage technology and direct Salesforce experience. The BA will report to the Product Owner, Salesforce Platform.

Requirements

Strong mortgage software support background (4+ Years). LOS, Pricing Engines, Doc Vendors.
Salesforce certifications (e.g., Administrator, Platform App Builder) and hands-on Financial Services Cloud (FSC) configuration experience.
Solid understanding of the latest mortgage compliance measures (LE, CD, LO Comp, TRID, ATR/QM, etc.).
Strong understanding of mortgage business reporting and workflow for Sales, Operations, and Management.
Strong background working as part of a cohesive IT Team.
Strong technical skills coupled with business intelligence and a deep understanding of mortgage customers’ needs so that they can be transformed into application and operational requirements.
Strong verbal and written communication skills. Must be able to communicate effectively and confidently with users, team members and management.
Must be flexible and willing to undertake a wide variety of challenging tasks.
Strong facilitation skills. Must be able to elicit requirements from various personalities across organizational and geographical boundaries.
Proven experience at driving consensus across multiple stakeholders.
Willing and able to travel to company facilities to meet with business groups as needed.

Nice To Haves

Recent experience in mortgage technology is preferred.

Responsibilities

Create and maintain the strategic partnership between Business needs and Technology delivery.
Develop business requirements and related business rules based on Business Group needs.
Work closely with the Business Partner and Business Subject Matter Expert(s) in the definition, testing, training, implementation, and support of functional requirements.
Identify requirements via industry standard analysis techniques such as data flow modeling, workflow analysis, and functional decomposition analysis.
Solicit requirements through interviews, surveys, workshops, trainings, and/or existing systems documentation or procedures.
Evaluate assigned work items for SDLC readiness and prepare them for developer handoff, including clear, testable acceptance criteria.
Salesforce Marketing Cloud administration experience (campaign setup, journeys, data extensions, and audience management).
Salesforce Agentforce experience — configuring, deploying, and supporting AI agents and agentic workflows on the Salesforce platform.
Salesforce CRM experience — administering and configuring core Salesforce (Sales/Service Cloud), including objects, flows, permission sets, page layouts, and reports/dashboards supporting Sales, Operations, and Management.
Train users and pass key business product knowledge and understanding to IT Management, Support, and Development teams.
Create/revise analysis documents and deliverables including Project Plans, Process Maps, Business Requirements, Business Rules, User Stories, User Flows, Acceptance Tests, and Training Materials.