Sr. Salesforce Business Analyst, Commercial Banking & CRM Platforms
About The Position
We are seeking a Senior Salesforce Business Analyst to support strategic initiatives across our Commercial Banking organization. This role partners closely with Commercial Lending, Commercial Banking, and/or Wealth stakeholders , serving as the primary liaison between business users and Salesforce development teams. The ideal candidate brings deep Salesforce CRM experience , strong requirements-to-delivery execution , and the ability to operate confidently in complex, regulated banking environments . This individual will contribute to enhancements across Commercial Lending platforms (ie: nCino), Service Cloud, Marketing Cloud, and core CRM integrations , with opportunities to specialize based on experience and business needs. This role is highly visible and will have a direct impact on both internal employee experiences and client-facing outcomes .
Requirements
- 5+ years of experience as a Business Analyst or Business Systems Analyst in financial services , with exposure to commercial banking, wealth or commercial lending .
- 3+ years of hands-on Salesforce experience , working directly with CRM platforms in a delivery-focused role.
- Demonstrated experience writing user stories in Jira , including acceptance criteria , and partnering closely with development teams.
- Proven experience performing hands-on functional testing and supporting UAT in an Agile environment.
- Strong working knowledge of Salesforce CRM , including Service Cloud and core platform concepts.
- Experience translating complex business processes into technical requirements developers can execute against.
- Familiarity with Agile/Scrum methodologies and tools such as Jira and Confluence .
- Experience analyzing system dependencies and supporting integrations between Salesforce and other enterprise systems.
- Solid understanding of system testing concepts , defect management, and release cycles.
Nice To Haves
- Commercial Lending platform experience (Salesforce-based), including nCino .
- Salesforce Administrator Certification or strong admin-level platform fluency (objects, fields, flows, permissions).
- Experience with Marketing Cloud , CRM Analytics , Data 360 , or Agentforce .
- Background working directly in a Line of Business role (Commercial Lending, Commercial Banking, or Wealth).
Responsibilities
- Partner with Line of Business (LOB) stakeholders across Commercial Lending, Commercial Banking/Institutional Banking, and/or Wealth to elicit, clarify, and document business needs.
- Lead discovery and deep-dive sessions to understand current-state workflows , pain points, and opportunities for process and system improvement.
- Translate business requirements into clear, build-ready user stories in Jira , including detailed acceptance criteria .
- Serve as a day-to-day liaison between LOB users and Salesforce developers , answering questions, resolving ambiguities, and removing delivery roadblocks.
- Act as a subject matter expert throughout the delivery lifecycle—from intake through implementation.
- Support enhancements across the Salesforce ecosystem , including: Commercial Lending platforms (Salesforce-based; nCino experience a plus) Service Cloud (case management, service workflows, banker support) Marketing Cloud and CRM Analytics (as applicable)
- Contribute to cross-system integration initiatives , helping define requirements for data flow between Salesforce and upstream/downstream systems.
- Perform system dependency analysis to proactively identify risks related to integrations, data, or process changes.
- Write and execute functional test scripts to validate new functionality prior to business user review.
- Coordinate and support UAT , including defect triage and validation of fixes.
- Ensure delivered solutions meet business expectations and are ready for release.
- Support change management activities , including documentation, release communications, and process guidance for end users.
- Assist with backlog prioritization and provide input to the broader product roadmap to maximize business value.
- Continuously identify opportunities to improve system usability, adoption, and efficiency.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
