Salesforce Business Systems Analyst

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $79.6k - $156.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Business Analyst

👻 Ghost score 9%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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LouisianaNOW.Jobs

WebsiteLinkedInAll Job Openings

51 - 200 employees

🎯 Recruiter

🏪 Marketplace

Recruitment • Marketplace

LouisianaNOW. Jobs is a regional jobs portal and talent attraction site focused on connecting job seekers to employers and economic opportunities across Louisiana. The site highlights regional communities, industry sectors, current employers who are hiring, career advice articles, and job listings, and appears to be operated or supported by LED FastStart (Louisiana Economic Development). It’s positioned as a marketplace that promotes Louisiana’s growing industries and helps match talent with local openings and employer investment announcements.

📋 Description

• Partner with Salesforce Product Owners to gather and document business requirements for client onboarding, household/relationship management, portfolio tracking, and advisory workflows • Translate business needs into functional specifications, user stories, and process flows • Conduct gap analyses between current-state processes and desired future-state Salesforce FSC capabilities • Research and document configuration requirements for Salesforce FSC objects, including Households, Financial Accounts, Financial Goals, Relationship Groups, and Client/Person Accounts • Research and document complex client relationship scenarios involving households, trusts, beneficiaries, and joint accounts • Document requirements for Action Plans, Lightning flows, and automation supporting onboarding, KYC/AML checks, and advisory review cycles • Support architects and developers by researching and validating requirements for custom objects, Apex, and integrations • Research legacy CRM and core banking data to support data mapping and migration strategies • Research requirements and support integrations with core banking, portfolio management, custodial, and financial planning platforms • Support data integrity and governance by reviewing and validating client and account records • Validate system configurations against KYC, AML, SEC/FINRA, and GDPR/privacy requirements • Collaborate with compliance and risk teams on audit trail, disclosure, and suitability tracking requirements • Support documentation for internal and external audits • Validate use cases and review test evidence in lower environments • Support post-deployment validation in production environments when allowed • Support Product Owners and the technical delivery team throughout the project lifecycle • Facilitate workshops, demos, and training sessions for end users • Research and report post-go-live issues and inform enhancement recommendations • Participate in Agile/Scrum ceremonies, including backlog grooming, sprint planning, and retrospectives • Support change request documentation, backlog research, and roadmap delivery tracking

🎯 Requirements

• Salesforce Financial Services Cloud Accredited Professional Certification is required • 8+ years as a Business Systems Analyst, with direct experience in banking and/or wealth management firms • Strong understanding of wealth management workflows, including client onboarding, portfolio/account management, and advisory processes • Understanding of banking operations • Familiarity with KYC, AML, FINRA, and SEC regulatory frameworks • Strong documentation, process mapping (BPMN/Visio), and requirements gathering skills • Experience with Agile delivery methodology • Experience with Salesforce Sales Cloud and/or Service Cloud is nice to have • Ability to work remotely anywhere in the United States • Successful completion of a background investigation

🏖️ Benefits

• Competitive compensation including profit participation program • Comprehensive medical, dental, and vision benefits • Basic life and accidental death & dismemberment insurance • Matching contributions through 401(k) plan • CGI share purchase plan • Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year • 10 paid holidays per year • At least 80 consecutive hours of paid sick/safe leave • Paid parental leave, ranging from 20 to 70 consecutive business days • Bereavement leave, ranging from 1 to 7 days per year • Paid jury duty leave, up to time summoned • Learning opportunities and tuition assistance • Wellness and Well being programs • Global resources and opportunities to explore industries, technologies, and geographies • Career growth and skill-development opportunities • Reasonable accommodations for qualified individuals with disabilities