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- Tasks: Drive business change by delivering Salesforce Financial Services Cloud solutions and optimising processes.
- Company: Join Canada Life, a leader in financial services with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and ongoing professional development.
- Other info: Flexible working options available to support your work-life balance.
- Why this job: Make a real impact in the financial services sector while working with cutting-edge technology.
- Qualifications: Experience as a Business Analyst in financial services and hands-on knowledge of Salesforce platforms.
The predicted salary is between 60000 - 75000 £ per year.
Location: London, Watford or Bristol (Hybrid working options available)
The Business Analyst will play a key role in enabling business change through the delivery of Salesforce Financial Services Cloud solutions. You will work closely with business stakeholders, product teams and Salesforce engineering teams to define, shape and support the implementation of end-to-end financial services processes within Salesforce and its integrated ecosystem. This role bridges business and technology, ensuring that Customer and Colleagues requirements are clearly articulated, aligned to FSC capabilities and data models, and traceable from business outcomes through to Salesforce configuration, development and testing. The Business Analyst drives continuous improvement of customer and colleague experience through the business process reengineering, modernisation and adoption of automation (including AI).
Key Responsibilities
- Collaborate with business stakeholders, product owners and Salesforce delivery teams to identify and define business needs aligned to Salesforce FSC capabilities
- Translate business objectives into Salesforce-focused requirements, including epics, features, user stories, acceptance criteria and functional specifications
- Support prioritisation of Salesforce backlog items based on business value, customer outcomes, regulatory considerations and delivery constraints
- Act as a key liaison between business teams, Salesforce platform teams and third-party suppliers to agree scope, solution design and delivery approach
- Analyse and document end-to-end financial services processes (e.g. onboarding, servicing, advice, case management), identifying opportunities to optimise through Salesforce FSC
- Ensure requirements align to Salesforce FSC data models, data quality standards and integration patterns
- Maintain high-quality analysis artefacts to support traceability from business outcomes through to Salesforce build and testing
- Support testing activities by ensuring clear acceptance criteria and validating delivered Salesforce functionality against business expectations
- Contribute to continuous improvement of Salesforce processes, features and ways of working
- Champion the use Salesforce across the business, supporting ongoing adoption and embedding.
Key Accountabilities
- Enable successful delivery of Salesforce FSC initiatives that meet defined business, customer and regulatory needs
- Manage and engage stakeholders to shape Salesforce-driven change and ensure shared understanding of outcomes
- Ensure Salesforce solutions comply with legal, regulatory and governance requirements relevant to the Life & Wealth industry
- Produce business analysis deliverables that meet audit, traceability and quality standards
- Apply strong analytical and data analysis skills to understand complex Salesforce-led processes and data flows
- Support feedback loops and retrospectives to improve Salesforce delivery and adoption
- Drive continuous improvement of customer and colleague experience through business process reengineering and adoption of tools such as automation (including AI), whilst driving re-use across the organisation.
Skills, Knowledge and Experience
- Proven experience as a Business Analyst within financial services, ideally Life, Group Protection, Wealth or Retirement
- Hands-on experience working on Salesforce platforms, preferably Financial Services Cloud
- Strong understanding of Salesforce FSC concepts, including customer and household models, servicing journeys and case management
- Experience defining requirements for Salesforce configuration, customisation and integrations
- Experience with Lean or Systems Thinking methodologies for process improvement and collaboration, driving efficiency and removing failure demand and waste, identifying opportunities for automation, AI or other relevant tools.
- Ability to analyse and map end-to-end business processes and data flows within a Salesforce ecosystem
- Experience working with Agile delivery approaches (Scrum, Kanban) and familiarity with Waterfall where appropriate
- Strong stakeholder management skills, with the ability to communicate complex Salesforce concepts to non-technical audiences
- Experience supporting testing activities and validating Salesforce solutions against business requirements
- Familiarity with regulated environments and applying regulatory considerations to system and process design
- Deep understanding of regulatory, security, and data protection requirements relevant to Salesforce solutions in the financial services sector.
- Strong partnership with technical leads to ensure business requirements are technically feasible and aligned with best practice in security, data management, and DevOps
- Resourceful, detail-oriented and comfortable working in a fast-paced, evolving Salesforce delivery environment
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus. We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Salesforce Senior BA in London employer: Canada Life UK
Contact Detail:
Canada Life UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Senior BA in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and Salesforce space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by practising common questions related to Salesforce and business analysis. Think about how you can showcase your experience with financial services and your understanding of Salesforce FSC. We recommend doing mock interviews with friends or using online platforms.
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, focus on specific projects where you’ve driven change or improved processes using Salesforce. This will help potential employers see the value you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Salesforce Senior BA in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with Salesforce Financial Services Cloud. We want to see how your skills align with the key responsibilities mentioned in the job description.
Showcase Your Analytical Skills: As a Business Analyst, your analytical prowess is crucial. Use specific examples from your past experiences to demonstrate how you've successfully analysed and optimised business processes, especially within financial services.
Be Clear and Concise: When writing your application, clarity is key! Ensure that your points are straightforward and easy to understand. We appreciate well-structured applications that get straight to the point without unnecessary fluff.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Canada Life UK
✨Know Your Salesforce Stuff
Make sure you brush up on your Salesforce Financial Services Cloud knowledge. Understand the key concepts, such as customer and household models, servicing journeys, and case management. Being able to discuss these topics confidently will show that you're not just familiar with the platform but can also translate business needs into Salesforce requirements.
✨Master the Art of Stakeholder Management
Since this role involves liaising between various teams, practice how you'll communicate complex Salesforce concepts to non-technical stakeholders. Prepare examples of how you've successfully managed stakeholder expectations in the past, and be ready to discuss how you would approach this in the new role.
✨Showcase Your Analytical Skills
Be prepared to demonstrate your analytical prowess. Think of specific instances where you've mapped out end-to-end business processes or identified opportunities for automation. Bring along any relevant analysis artefacts that showcase your ability to align business outcomes with Salesforce configurations.
✨Get Agile Ready
Familiarise yourself with Agile methodologies, especially Scrum and Kanban, as they are likely to come up during the interview. Be ready to discuss how you've applied these approaches in previous roles, particularly in relation to Salesforce projects. This will highlight your adaptability and understanding of modern delivery methods.