Senior Business Systems Analyst – Salesforce

Story Behind the Need:

• Business group: Commercial Banking CRM Engineering
• Project: Commercial Banking CRM Engineering oversees changes/implementations to commercial client programs built on Salesforce platform. The team is seeking a Business Analyst for onboarding a new business line (Small Business Upmarket) to a commercial Salesforce
• Reason: Backfill

Candidate Value Proposition:

• The successful candidate will not only have the opportunity to gain valuable experience at a top 5 Canadian bank, but also the opportunity to work with cross functional teams. The candidate will be working hands on with some of the latest banking technologies and forward thinking in fast paced environment.

Typical Day in Role:

• Collaborate with business and technical stakeholders to gather, analyze, and refine functional and non-functional requirements, ensuring alignment with strategic objectives and technical feasibility.
• Lead and support day-to-day project activities, ensuring adherence to the organization’s risk culture, compliance standards, and operational controls.
• Translate business needs into clear, actionable specifications and user stories, facilitating effective communication between business units and development teams.
• Contribute to the design, development, and delivery of software solutions for Client’s Commercial Customers and internal users, with a focus on scalability, usability, and compliance.
• Maintain and enhance the Salesforce platform, ensuring system availability, performance, and resolution of application issues in a timely manner.
• Stay current with Salesforce technologies, awareness of industry best practices, applying relevant updates and innovations to improve platform capabilities.
• Foster a collaborative environment that promotes continuous improvement, operational efficiency, and proactive risk management across the team.

Candidate Requirements/Must Have Skills:

• Must have considerable experience working within big 5 banks or equivalent
• Extensive Salesforce Platform Expertise: Demonstrated in-depth knowledge of Salesforce products including Financial Services Cloud, Service Cloud, and Sales Cloud, with hands-on experience in configuration and user management.
• 10+ years of requirements Gathering & Integration Experience: Proven ability to elicit, analyze, and document business and technical requirements for Salesforce features and integrations, ensuring alignment with business objectives and system capabilities.
• Platform Configuration Skills: Experience in building and configuring out-of-the-box Salesforce functionality, leveraging the platform’s full capabilities to deliver scalable and maintainable solutions.
• Hands-On Experience with Financial Services Cloud: Practical experience in configuring user profiles, page layouts, and other components within Financial Services Cloud to support business processes and user needs.
• Business Analysis & Planning: Active participation in the planning and analysis of system changes and enhancements, translating business needs into actionable technical specifications and user stories.

Nice-To-Have Skills:

• Salesforce Admin Certification or Similar Salesforce Certification is highly preferred.

Soft Skills Required:

• Ability to translate technical knowledge into business value.
• Strong communication skills to be able to communicate with various stakeholders/external teams and problem-solving
• Working collaboratively – strong team player
• Capable of adapting quickly, managing multiple demands & competing priorities, while delivering deadlines
• Proven abilities to take initiative and be innovative.

Education:

• Bachelor’s degree in a technical field such as computer science, computer engineering or related field preferred
• Salesforce Certifications are nice to have

Best VS. Average Candidate:

• The ideal candidate for this Business Systems Analyst role will demonstrate deep, hands-on expertise across multiple Salesforce platforms, including Financial Services Cloud, integrations, along with over 10 years of experience gathering and translating complex business requirements into scalable, integrated solutions.

Candidate Review & Selection Process:

• Interview Format:
o 1 round – 1-hour MS Teams video interview or In Person (Depends on Panel)
o 2 Round – 30 min Director Round
• Structure:
• First 30 minutes:
o Candidate introduction
o Discussion of background and experience
o Behavioral and situational questions
o Examples from previous roles
• Final 30 minutes:
o Technical assessment (subject to confirmation)