Business Systems Analyst – Salesforce

Location: Downtown Toronto, Ontario

Work Arrangement: Hybrid – 3 days per week in the office (mandatory)

Employment Type: Contract

Industry: Banking and Financial Services

Role Overview

We are seeking an experienced Salesforce Business Systems Analyst to support Salesforce transformation initiatives for a leading banking organization. The successful candidate will work closely with business stakeholders, product owners, architects, developers, and testing teams to translate complex banking requirements into scalable Salesforce solutions.

Hands-on experience with Salesforce Financial Services Cloud is mandatory. The ideal candidate will also have strong functional knowledge of Sales Cloud and Service Cloud.

Key Responsibilities

• Facilitate requirement-gathering sessions with banking, operations, sales, service, compliance, and technology stakeholders.
• Analyze business processes and identify opportunities to improve customer onboarding, relationship management, sales, and servicing workflows.
• Translate business requirements into user stories, functional specifications, process flows, acceptance criteria, and data-mapping documents.
• Support the design and implementation of solutions using Financial Services Cloud, Sales Cloud, and Service Cloud.
• Define requirements related to customer profiles, households, financial accounts, relationships, referrals, leads, opportunities, and service requests.
• Partner with Salesforce architects and developers to assess solution feasibility and clarify requirements.
• Support backlog refinement, sprint planning, demonstrations, user acceptance testing, and production-readiness activities.
• Coordinate with integration and data teams to document source systems, interfaces, dependencies, and transformation requirements.
• Ensure solutions comply with banking security, privacy, regulatory, audit, and data-governance requirements.
• Manage requirement traceability and support the resolution of functional gaps and production issues.

Mandatory Qualifications

• 7+ years of experience as a Business Systems Analyst or Salesforce Business Analyst.
• Strong hands-on experience with Salesforce Financial Services Cloud.
• Functional experience with Salesforce Sales Cloud and Service Cloud.
• Experience supporting banking, capital markets, wealth management, insurance, or another regulated financial-services environment.
• Strong knowledge of Salesforce capabilities, objects, security, workflows, automation, and reporting.
• Experience producing user stories, acceptance criteria, process models, functional specifications, and data mappings.
• Proficiency with Jira, Confluence, and Agile delivery methodologies.
• Strong stakeholder-management, analytical, documentation, and communication skills.
• Ability to work from the Downtown Toronto office three days per week.

Preferred Qualifications

• Salesforce Business Analyst, Administrator, or Financial Services Cloud certification.
• Experience with customer onboarding, KYC, AML, CRM modernization, or client relationship management.
• Familiarity with Salesforce integrations, APIs, data migration, and release-management processes.