Job Title: Salesforce Analyst
Location: Toronto, ON
Work Model: Hybrid
Experience: 8+ Years
Job Summary
We are seeking an experienced Salesforce Analyst with strong expertise in business analysis, systems analysis, data mapping, and technology delivery. The ideal candidate will have hands-on experience with the Salesforce platform and CRM object model, along with strong SQL/PLSQL skills and experience supporting system integrations, data validation, and end-to-end testing.
Experience in financial services, wealth management, or asset management is highly preferred. The successful candidate will collaborate with business stakeholders, architects, developers, and cross-functional teams to translate business requirements into effective technical solutions while ensuring data quality, system reliability, and compliance with applicable standards.
Key Responsibilities
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Collaborate with business stakeholders and technology teams to understand business objectives and define solutions for operational, analytics, and management reporting needs.
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Gather, analyze, and document business and system requirements through stakeholder interviews, workshops, process analysis, user stories, and business scenarios.
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Work with solution architects, developers, and delivery teams to analyze requirements and support solution design aligned with business objectives.
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Analyze source and target system data requirements and prepare data mappings in accordance with enterprise data standards.
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Document system integrations, business process flows, database requirements, API endpoints, system interactions, and end-to-end data flows.
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Analyze Salesforce CRM functionality, platform capabilities, and object models to support business and technical requirements.
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Develop and execute SQL/PLSQL queries for data validation, troubleshooting, reconciliation, and test data preparation.
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Provide production support for back-office applications by investigating issues, performing root-cause analysis, and coordinating resolution with technical teams.
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Identify data quality issues, anomalies, inconsistencies, and data cleansing requirements, and work with relevant teams to resolve them.
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Prepare test plans, support test case development, validate test results, and perform end-to-end testing to ensure solutions meet business requirements.
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Maintain clear and comprehensive functional and technical documentation using tools such as Jira and Confluence.
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Ensure delivered solutions align with business requirements, enterprise standards, and applicable financial services regulations.
Required Qualifications
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Bachelor's degree or post-secondary diploma in Business Analysis, Management Information Systems, Commerce, Computer Science, or a related discipline.
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8+ years of experience in business analysis, systems analysis, requirements management, and technology delivery.
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Hands-on experience with Salesforce CRM, the Salesforce platform, and Salesforce object model.
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Strong understanding of business process analysis, requirements gathering, functional documentation, and solution design support.
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Experience with SQL/PLSQL for data analysis, validation, troubleshooting, and test data setup.
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Proven experience with data mapping, system integrations, API requirements, and source-to-target data analysis.
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Experience in end-to-end testing, test planning, test result validation, and defect resolution.
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Familiarity with Agile delivery methodologies and tools such as Jira and Confluence.
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Strong analytical, problem-solving, and root-cause investigation skills.
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Excellent communication and stakeholder management skills, with the ability to collaborate effectively across business and technical teams.
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Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications
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Experience in financial services, wealth management, or asset management.
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Experience working with back-office systems and enterprise CRM integrations.
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Knowledge of regulatory requirements, data governance, and enterprise data standards within financial services.
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CMA, MBA, or other relevant professional qualifications would be an asset.
Key Skills and Keywords
Salesforce CRM | Salesforce Object Model | Business Analysis | Systems Analysis | Requirements Gathering | SQL | PL/SQL | Data Mapping | Source-to-Target Mapping | API Integration | System Integration | Data Quality | Root-Cause Analysis | Production Support | End-to-End Testing | Jira | Confluence | Financial Services | Wealth Management | Asset Management
