Business Analyst with Salesforce
Business Analyst with Salesforce

Business Analyst with Salesforce

Lincoln Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Gather and analyse banking requirements, improve processes, and support system integrations.
  • Company: Join a leading banking firm in Northampton, embracing innovation and collaboration.
  • Benefits: Enjoy hybrid work options, competitive salary, and opportunities for professional growth.
  • Why this job: Be part of a dynamic team that drives impactful change in the banking sector.
  • Qualifications: 5+ years as a Business Analyst in banking; experience with Salesforce is a plus.
  • Other info: Work in a supportive environment with a focus on Agile methodologies.

The predicted salary is between 36000 - 60000 £ per year.

Role: BA with Salesforce(Banking Experience)

Location :Northampton ,UK(Hybrid)(2 days office)

Job Summary

Key Responsibilities:

Requirement Gathering & Analysis

  • Collaborate with business stakeholders to gather, analyze, and document requirements.
  • Define business and functional specifications for banking systems and applications.

Process Improvement & System Implementation

  • Identify gaps and recommend process enhancements within banking workflows.
  • Support system integration, migration, and upgrades for banking platforms.

Stakeholder Management

  • Act as a bridge between business users, technology teams, and third-party vendors.
  • Conduct workshops, stakeholder interviews, and user acceptance testing (UAT).

Salesforce (Good To Have)

  • Assist in Salesforce Classic and Lightning migration or enhancement projects.
  • Work with Salesforce admins and developers to define CRM-related requirements.

Data & Reporting

  • Analyze banking data for insights, reporting, and regulatory compliance.
  • Work with SQL, Power BI, or other reporting tools (as applicable).

Required Skills & Experience

Banking Domain Experience: (Banking experience is Must)

  • Experience in Retail, Corporate, Investment, or Digital Banking.
  • Knowledge of Lending, Payments, Risk, or Regulatory Reporting.

Business Analysis Expertise

  • 5+ years of experience as a Business Analyst in the banking sector.
  • Experience in process mapping, workflow optimization, and gap analysis.
  • Strong documentation skills (BRD, FSD, user stories, use cases).

Technical & Tools Knowledge

  • Experience with Salesforce Classic/Lightning (Good to Have).
  • Familiarity with JIRA, Confluence, Visio, SQL, Power BI (as applicable).

Methodologies & Certifications

  • Agile/Scrum and Waterfall methodologies.

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Business Analyst with Salesforce employer: Natobotics

Join a forward-thinking banking institution in Northampton, where we prioritise employee growth and development through comprehensive training and mentorship programmes. Our hybrid work model fosters a balanced work-life environment, while our collaborative culture encourages innovation and teamwork, making us an excellent employer for Business Analysts looking to make a meaningful impact in the banking sector.
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Contact Detail:

Natobotics Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Analyst with Salesforce

✨Tip Number 1

Make sure to network with professionals in the banking sector, especially those who have experience with Salesforce. Attend industry events or webinars where you can meet potential colleagues and learn more about the specific challenges they face.

✨Tip Number 2

Familiarise yourself with the latest trends in banking technology and Salesforce updates. This knowledge will not only help you during interviews but also demonstrate your commitment to staying current in the field.

✨Tip Number 3

Prepare to discuss specific examples of how you've improved processes in previous roles. Use the STAR method (Situation, Task, Action, Result) to clearly articulate your contributions and the impact they had on the business.

✨Tip Number 4

If you have experience with SQL or Power BI, be ready to showcase your analytical skills. Consider preparing a brief case study or example of how you've used these tools to derive insights from data in a banking context.

We think you need these skills to ace Business Analyst with Salesforce

Business Analysis
Requirement Gathering
Process Mapping
Workflow Optimisation
Gap Analysis
Documentation Skills
Business Requirements Document (BRD)
Functional Specifications Document (FSD)
User Stories
Use Cases
Stakeholder Management
User Acceptance Testing (UAT)
Salesforce Classic
Salesforce Lightning
SQL
Power BI
Agile Methodologies
Scrum
Waterfall Methodologies
Data Analysis
Regulatory Compliance Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the banking sector, particularly focusing on your role as a Business Analyst. Emphasise your skills in requirement gathering, process improvement, and any relevant tools like Salesforce, SQL, or Power BI.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your banking experience and how it aligns with the responsibilities of the role. Include examples of past projects where you successfully gathered requirements or improved processes.

Showcase Relevant Skills: In your application, clearly outline your expertise in business analysis, especially in areas like process mapping and gap analysis. Highlight any certifications or methodologies you are familiar with, such as Agile or Waterfall.

Prepare for Potential Questions: Think about how you would answer questions related to stakeholder management and system implementation. Be ready to discuss specific examples from your previous roles that demonstrate your ability to bridge the gap between business users and technology teams.

How to prepare for a job interview at Natobotics

✨Showcase Your Banking Knowledge

Make sure to highlight your experience in the banking sector during the interview. Discuss specific projects or roles where you dealt with retail, corporate, or investment banking, and how your insights can benefit the company.

✨Demonstrate Your Analytical Skills

Prepare to discuss your approach to requirement gathering and analysis. Be ready to provide examples of how you've successfully identified gaps and recommended process improvements in previous roles.

✨Familiarise Yourself with Salesforce

Even though Salesforce experience is listed as 'good to have', it’s beneficial to brush up on your knowledge of Salesforce Classic and Lightning. Be prepared to discuss any relevant projects you've worked on involving these platforms.

✨Prepare for Stakeholder Management Scenarios

Think of examples where you've acted as a bridge between business users and technology teams. Be ready to explain how you conducted workshops or user acceptance testing, and how you managed stakeholder expectations.

Business Analyst with Salesforce
Natobotics
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  • Business Analyst with Salesforce

    Lincoln
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-08-17

  • N

    Natobotics

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