At a Glance
- Tasks: Gather and analyse business requirements for Salesforce enhancements and improvements.
- Company: Join a leading financial services organisation on an exciting 6-month contract.
- Benefits: Remote work opportunity with competitive pay and valuable experience in the financial sector.
- Other info: Collaborate with diverse teams and enjoy excellent career growth opportunities.
- Why this job: Make a real impact by enhancing Salesforce systems in a dynamic environment.
- Qualifications: Experience as a Salesforce Business Analyst with strong Sales Cloud and Service Cloud knowledge.
The predicted salary is between 45000 - 60000 € per year.
We are currently supporting a financial services organisation in the search for a Technical Salesforce Business Analyst to join on an initial 6-month contract. This role will suit a hands-on Salesforce Business Analyst with strong Sales Cloud and Service Cloud experience, who is comfortable working closely with both business stakeholders and technical teams. The ideal candidate will have prior experience delivering Salesforce projects within banking or financial services environments, with a solid understanding of regulated processes, integrations, and enterprise Salesforce ecosystems.
Key Responsibilities:
- Gather, analyse, and document business requirements for Salesforce enhancements and ongoing platform improvements
- Work hands-on within Salesforce to review and assess flows, validation rules, page layouts, custom fields, custom objects, and automation logic
- Analyse existing business processes and translate requirements into detailed Salesforce user stories and functional specifications
- Support the design and delivery of enhancements across Sales Cloud and Service Cloud
- Manage and support UAT, regression testing, and release validation activities
- Build and maintain Salesforce reports and dashboards to support business reporting needs
- Conduct impact assessments for system changes, integrations, and configuration updates
- Work closely with Salesforce Admins, Developers, Architects, and third-party vendors to deliver solutions
- Support data quality initiatives, including field analysis, duplicate management, and process improvements
- Analyse integrations between Salesforce and other enterprise systems, understanding upstream/downstream impacts
- Facilitate workshops with business stakeholders across operations, sales, service, and technology teams
Required Experience:
- Proven experience as a Salesforce Business Analyst in a technical/system BA capacity
- Strong hands-on knowledge of Salesforce Sales Cloud and Service Cloud
- Experience reviewing Salesforce configuration including Flows, validation rules, custom objects, page layouts, and workflow automation
- Strong experience with Agile delivery, including backlog refinement, sprint ceremonies, and user story creation
- Experience supporting UAT, testing cycles, and release delivery
- Strong stakeholder engagement skills, with the ability to work across technical and non-technical teams
- Recent experience working in banking, wealth management, lending, or wider financial services
- Strong understanding of data migration, data quality, and Salesforce integrations
- Comfortable working in fast-paced enterprise environments with multiple workstreams
Salesforce Business Analyst in Edinburgh employer: SoCode Recruitment
Join a forward-thinking financial services organisation that values innovation and collaboration, offering a dynamic remote work environment for Salesforce Business Analysts. With a strong focus on employee growth, you will have access to ongoing training and development opportunities, while contributing to impactful projects within the banking sector. Enjoy a supportive culture that encourages teamwork and celebrates success, making it an excellent place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Business Analyst in Edinburgh
✨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 hunt for a Salesforce Business Analyst role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your hands dirty with Salesforce! If you haven’t already, dive into some practical projects or case studies that showcase your skills in Sales Cloud and Service Cloud. This will not only boost your confidence but also give you real examples to discuss during interviews.
✨Tip Number 3
Prepare for those interviews by brushing up on your stakeholder engagement skills. Be ready to share how you've successfully collaborated with both technical teams and business stakeholders in past roles. We want to see that you can bridge the gap between tech and business!
✨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 Business Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Salesforce Business Analyst role. Highlight your experience with Sales Cloud and Service Cloud, and don’t forget to mention any relevant projects in banking or 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. Talk about your hands-on experience with Salesforce and how you’ve successfully collaborated with both technical teams and business stakeholders. Let us know what makes you tick!
Showcase Your Technical Skills:In your application, be sure to showcase your technical skills. Mention specific tools and processes you’ve worked with, like flows, validation rules, and automation logic. We love seeing candidates who can dive deep into the technical side of things!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at SoCode Recruitment
✨Know Your Salesforce Inside Out
Make sure you brush up on your knowledge of Salesforce Sales Cloud and Service Cloud. Be ready to discuss specific features, configurations, 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.
✨Prepare Real-World Examples
Think of concrete examples from your previous roles where you gathered requirements, managed UAT, or facilitated workshops. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your hands-on experience and problem-solving skills.
✨Understand the Financial Services Landscape
Since this role is within a financial services organisation, make sure you understand the regulatory environment and common challenges faced in this sector. Being able to speak to these issues will show that you’re not only a Salesforce expert but also someone who understands the business context.
✨Engage with Stakeholders
Be prepared to discuss how you’ve engaged with both technical and non-technical stakeholders in the past. Highlight your communication skills and how you’ve successfully bridged the gap between different teams. This is crucial for a role that requires collaboration across various departments.
