At a Glance
- Tasks: Lead Salesforce projects, driving change and improving delivery effectiveness with innovative tools.
- Company: Dynamic financial services firm with a focus on collaboration and innovation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a team that values your expertise and fosters career advancement.
- Why this job: Shape impactful Salesforce transformations in a fast-paced, supportive environment.
- Qualifications: Extensive Salesforce experience, particularly in financial services, with strong leadership skills.
The predicted salary is between 63000 - 77000 £ per year.
Location: Knutsford, UK
Job Type: Permanent
Job Mode: Hybrid - 2 days onsite and 3 days remote in a week
We are seeking an experienced Salesforce Business Analyst with strong expertise in the banking/financial services domain who will oversee the planning, execution, and successful delivery of projects.
Role: You will play a pivotal role in shaping complex Salesforce-led change programmes while acting as a consultative force multiplier for delivery teams. In addition to owning business analysis outcomes across multi-team, multi-vendor environments, this role is expected to actively uplift delivery effectiveness by leveraging agentic AI automation and modern delivery tools, improving speed, quality, and decision-making across the change lifecycle. You will operate as a trusted advisor to senior stakeholders, partnering with Product Owners, Architects, Engineers, and Change Leads to drive outcomes that are strategically aligned, operationally sound, and execution-ready.
Skills:
- Hands-on Salesforce experience, with deep expertise across CRM platforms and complex enterprise implementations.
- Strong banking and financial services domain experience, with an understanding of the regulatory and control environment.
- Proven expertise in Salesforce Financial Services Cloud (FSC), Data Cloud, and a strong understanding of Agentforce capabilities.
- Demonstrable experience leading major workstreams within large-scale Salesforce transformation programmes — not simply participating as a BA.
- Able to take end-to-end ownership of complex business areas, from discovery and requirements through to technology delivery and business outcomes.
- Strong ability to translate complex business needs and colleague journeys into clear technology requirements, features, and actionable user stories.
- Confident challenging senior stakeholders, driving decisions, resolving ambiguity, and removing blockers that impact engineering delivery.
- Experienced working across Product, Business, Architecture, Engineering, Data, Integration, and Testing teams within Agile delivery models.
- Able to identify cross-programme dependencies, risks, and gaps early and proactively drive them through to resolution.
- A senior, delivery-focused leader who can operate independently, provide direction to other BAs, and materially improve the pace and quality of programme delivery.
Senior Salesforce Business Analyst employer: Avance Consulting
Avance Consulting is an exceptional employer that fosters a dynamic work culture in the heart of Edinburgh, offering employees the chance to lead innovative technological changes in customer communications. With a strong emphasis on professional development and cross-functional collaboration, team members are encouraged to grow their skills while working with cutting-edge tools in a supportive environment. The company values diversity and inclusion, making it a rewarding place for those looking to make a meaningful impact in sectors like Banking and Insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Salesforce Business Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Avance Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Salesforce Business Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Avance Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Avance Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Avance Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Avance Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Avance Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Avance Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
