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- Tasks: Analyse business needs and translate them into actionable requirements for Salesforce solutions.
- Company: Join a dynamic team in the Financial Services sector with a focus on innovation.
- Benefits: Competitive day rate, hybrid work model, and opportunities for professional growth.
- Why this job: Make a real impact by bridging business and technology in a fast-paced environment.
- Qualifications: Experience as a Business Analyst in Financial Services and strong Salesforce skills.
- Other info: Collaborative culture with a focus on stakeholder engagement and process improvement.
Location: Bucks, Hybrid one day a week in the office
Day rate: £500pd - £550pd, Inside IR35
We are looking for an experienced Business Analyst to join our team, working on high-impact initiatives within Financial Services. The successful candidate will have strong Salesforce experience, a solid understanding of regulated environments, and a proven ability to translate business needs into clear, actionable requirements. You will work closely with stakeholders across the business, technology teams, and third-party vendors to deliver scalable solutions that support business growth, efficiency, and compliance.
Key Responsibilities
- Elicit, analyse, and document business and functional requirements across Financial Services initiatives
- Act as a bridge between business stakeholders and technical teams, ensuring clear communication and alignment
- Lead requirements workshops, stakeholder interviews, and process mapping sessions
- Support the design, configuration, and enhancement of Salesforce solutions (e.g. Sales Cloud, Service Cloud, Financial Services Cloud)
Key Skills & Experience
- Proven experience as a Business Analyst within Financial Services
- Hands-on experience working with Salesforce in a business or systems analysis capacity
- Strong understanding of end-to-end business processes and systems integration
- Experience working in regulated environments
- Excellent stakeholder management and communication skills
Business Analyst - Salesforce in Milton Keynes employer: Capital Resourcing Group
Contact Detail:
Capital Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst - Salesforce in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the Financial Services sector and let them know you're on the lookout for a Business Analyst role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your Salesforce knowledge. Make sure you can talk confidently about your experience with Sales Cloud, Service Cloud, and Financial Services Cloud. We want you to shine when discussing how you've translated business needs into actionable requirements!
✨Tip Number 3
Practice your stakeholder management skills! Think of examples where you've successfully communicated between technical teams and business stakeholders. This will show potential employers that you can bridge the gap and keep everyone aligned.
✨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 familiar faces from our community, so make sure to let us know you're interested!
We think you need these skills to ace Business Analyst - Salesforce in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Analyst role, highlighting your Salesforce experience and any relevant projects in Financial Services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, focusing on your ability to translate business needs into actionable requirements. Let us know what excites you about working with us!
Showcase Your Communication Skills: Since you'll be acting as a bridge between stakeholders and technical teams, it's crucial to demonstrate your communication skills. In your application, mention specific examples where you've successfully facilitated discussions or workshops.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Capital Resourcing Group
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce knowledge before the interview. Be ready to discuss specific features like Sales Cloud and Service Cloud, and how you've used them in past projects. This will show that you’re not just familiar with the platform but can also leverage it effectively in a business context.
✨Understand Financial Services Regulations
Since the role is within Financial Services, it's crucial to have a solid grasp of the regulatory environment. Familiarise yourself with key regulations that impact the industry and be prepared to discuss how you've navigated these in previous roles. This will demonstrate your ability to operate effectively in a regulated setting.
✨Prepare for Stakeholder Scenarios
Think about past experiences where you’ve had to manage stakeholders or lead workshops. Prepare examples that highlight your communication skills and ability to bridge gaps between technical teams and business needs. This will help you illustrate your stakeholder management prowess during the interview.
✨Practice Requirement Elicitation Techniques
Be ready to talk about how you elicit and document requirements. Consider preparing a mini case study or example from your experience where you successfully gathered and translated business needs into actionable requirements. This will showcase your analytical skills and your approach to problem-solving.
