At a Glance
- Tasks: Collaborate with teams to gather and document business requirements for Salesforce projects.
- Company: Join a leading firm in banking and financial services, driving innovation and efficiency.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant team culture.
- Why this job: Be the vital link between business and tech, making a real impact on financial solutions.
- Qualifications: 5+ years as a Business Analyst in regulated industries, with strong Salesforce experience required.
- Other info: Ideal for those passionate about continuous improvement and enhancing user experiences.
The predicted salary is between 43200 - 72000 £ per year.
Key Responsibilities:
- Work closely with business stakeholders, product owners, developers, and QA teams to gather and document clear, concise, and testable business and system requirements.
- Translate business needs into detailed user stories and acceptance criteria for the Salesforce/nCino implementation.
- Lead and facilitate workshops, requirement-gathering sessions, and stakeholder interviews across various teams.
- Act as the bridge between business and technical teams to ensure seamless communication and delivery.
- Support end-to-end solution delivery, including functional design reviews, UAT planning/execution, and change management.
- Document current and future state business processes, identifying opportunities for improvement and automation.
- Drive enhancements and continuous improvement initiatives post-implementation.
- Maintain deep understanding of the Salesforce platform and nCino solutions, particularly in areas like loan origination, credit approval, covenant tracking, and onboarding.
Required Skills & Experience:
- 5+ years of experience as a Business Analyst within banking, financial services, or similar regulated industries.
- Strong experience working on Salesforce projects, ideally with exposure to nCino.
- Excellent understanding of commercial lending, credit workflows, and financial products.
- Experience delivering end-to-end CRM or core banking platform implementations.
- Ability to write high-quality business documentation, user stories, and process flows.
- Proficiency in tools such as Jira, Confluence, Lucidchart, or Visio.
- Strong stakeholder management and facilitation skills.
- Familiarity with Agile/Scrum delivery methodologies.
- Exceptional analytical and problem-solving abilities.
Preferred Qualifications:
- Previous experience on a Salesforce/nCino implementation within a UK or European bank.
- Salesforce Administrator or Business Analyst certification (preferred).
- Experience with regulatory and compliance processes in financial services.
- Strong communication skills in both business and technical language.
Salesforce Business Analyst employer: Glocomms
Contact Detail:
Glocomms Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Business Analyst
✨Tip Number 1
Familiarise yourself with the Salesforce platform and nCino solutions. Understanding their functionalities, especially in areas like loan origination and credit workflows, will help you speak confidently about your expertise during interviews.
✨Tip Number 2
Network with professionals in the banking and financial services sectors. Attend industry events or join relevant online forums to connect with others who have experience in Salesforce projects, as they can provide valuable insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience with Agile/Scrum methodologies. Be ready to share specific examples of how you've facilitated workshops or requirement-gathering sessions, as this will demonstrate your ability to bridge the gap between business and technical teams.
✨Tip Number 4
Showcase your stakeholder management skills by preparing examples of how you've successfully communicated complex information to both business and technical audiences. This will highlight your ability to ensure seamless communication and delivery in your role.
We think you need these skills to ace Salesforce Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Business Analyst, particularly in banking or financial services. Emphasise your work with Salesforce and nCino, showcasing specific projects and outcomes.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about the role and how your skills align with the key responsibilities. Mention your experience in gathering requirements and facilitating workshops, as well as your understanding of commercial lending.
Showcase Relevant Skills: Clearly outline your proficiency in tools like Jira, Confluence, and Lucidchart. Provide examples of how you've used these tools to enhance project delivery and stakeholder communication.
Highlight Continuous Improvement Initiatives: Discuss any past experiences where you drove enhancements or improvements post-implementation. This will demonstrate your commitment to ongoing development and your ability to identify opportunities for automation.
How to prepare for a job interview at Glocomms
✨Know Your Salesforce Inside Out
Make sure you have a deep understanding of the Salesforce platform and nCino solutions. Be prepared to discuss specific features, especially those related to loan origination and credit workflows, as this will demonstrate your expertise and relevance to the role.
✨Prepare for Stakeholder Scenarios
Since the role involves acting as a bridge between business and technical teams, think of examples where you've successfully facilitated communication or resolved conflicts. Be ready to share how you gathered requirements and led workshops, showcasing your stakeholder management skills.
✨Showcase Your Documentation Skills
Bring samples of high-quality business documentation, user stories, or process flows you've created in the past. This will not only highlight your writing abilities but also your attention to detail and understanding of what makes effective documentation.
✨Familiarise Yourself with Agile Methodologies
Since familiarity with Agile/Scrum is important, brush up on these methodologies and be ready to discuss how you've applied them in previous projects. Highlight any experience you have with tools like Jira and Confluence, as they are often used in Agile environments.