Key Facts

Remote From:

Anywhere

Full time

Senior (5-10 years)

English

Hard Skills

Other Skills

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Microsoft Excel
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Microsoft PowerPoint
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Collaboration
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Communication
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Analytical Thinking
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Prioritization
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Presentations

Roles & Responsibilities

5+ years as a Business Analyst
3+ years Salesforce BA experience
FSC experience preferred
Experience working in Agile environments

Requirements:

Conduct discovery workshops to understand business processes and pain points
Gather, document, and refine functional and technical requirements
Translate business needs into user stories with clear acceptance criteria
Manage backlog grooming and prioritization with product owners

Job description

This is a remote position.

Business Analysis & Requirements Management
* Conduct discovery workshops to understand business processes and pain points.
* Gather, document, and refine functional and technical requirements.
* Translate business needs into user stories with clear acceptance criteria.
* Manage backlog grooming and prioritization with product owners.
Salesforce Solution Support
* Map business requirements to Salesforce FSC, Sales Cloud, and Service Cloud capabilities.
* Support solution design discussions with architects and developers.
* Identify opportunities for automation using Salesforce features like Flows and standard functionality.
* Ensure solutions align with Salesforce best practices.
Process Improvement
* Analyze current state processes and define future-state workflows.
* Create process maps, business workflows, and functional specifications.
* Identify gaps, risks, and optimization opportunities.
* Recommend CRM adoption strategies and best practices.
Stakeholder Management
* Act as a liaison between business teams, technical teams, and leadership.
* Facilitate requirement walkthroughs and solution demos.
* Support UAT planning and business validation.
* Provide regular updates on requirement status and changes.
Testing & Release Support
* Prepare test scenarios and support SIT and UAT.
* Validate delivered functionality against requirements.
* Support release planning and change management activities.
* Assist with production support and issue triage.
Financial Services Domain Support
* Support FSC implementations including customer householding, financial accounts, and service processes.
* Support Sales Cloud for pipeline, opportunity, and account management.
* Support Service Cloud for case management and customer service workflows.
Required Skills
Salesforce Skills
* Salesforce Financial Services Cloud
* Sales Cloud
* Service Cloud
* Salesforce data model understanding
* Reports and dashboards
* Flow and automation knowledge (functional level)
Business Analysis Skills
* Requirement elicitation
* Process mapping (As-Is / To-Be)
* User story writing
* Gap analysis
* Functional documentation
* UAT coordination
Tools
* Jira / Azure DevOps
* Confluence
* Visio / Lucidchart / Miro
* Excel / PowerPoint
Domain Knowledge (Preferred)
* Financial Services
* Banking
* Insurance
* Wealth Management
Experience Requirements
* 5+ years as Business Analyst
* 3+ years Salesforce BA experience
* FSC experience preferred
* Experience working in Agile environments
Certifications (Preferred)
* Salesforce Administrator (preferred)
* Salesforce Business Analyst Certification
* Financial Services Cloud Accreditation (nice to have)
* Certified Scrum Product Owner (nice to have)

Requirements

Benefits

Diversity Inclusion:

At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.