Original job description
Salesforce Business System Analyst- Financial Services Cloud
Job Description
Location: Toronto, Canada
Work Model: 3 Days WFO
Role Summary
We are seeking a Tech-Savvy Business Analyst / Project Manager with approximately 5 years of hands-on experience leading Sales initiatives and related Systems implementations. The ideal candidate excels at translating business needs into practical technology solutions, with a strong focus on delivering scalable, user-centric systems and tools that improve sales performance and operational efficiency.
Core Skills and Experience
Communication and Presentation
• Excellent verbal and written communication skills.
• Ability to convey complex ideas clearly to both technical and non-technical audiences.
• Comfortable presenting to stakeholders at all levels.
Business Analysis Expertise
• Demonstrated ability to lead business-critical initiatives from discovery through delivery.
• Skilled in conducting thorough business analysis and driving collaborative decision-making.
• Proven track record of ensuring timely delivery of business value in fast-paced environments.
Cross-Functional Partnership
• Experience leading across all phases of the project lifecycle, including:
• Requirements elicitation and documentation.
• Business requirement analysis and validation.
• Stakeholder feedback sessions.
• Impact analysis and risk identification.
• UAT coordination and execution.
• Sprint demos and Agile ceremonies.
• Change readiness, training, and go-live support.
• Troubleshooting user-reported issues with minimal disruption and focus on long-term solutions.
Stakeholder Management
• Successfully partnered with diverse stakeholder groups.
• Strong ability to secure alignment and manage expectations throughout the project lifecycle.
Process Mapping, Optimization and Problem Solving
• Skilled in mapping and analyzing current-state and future-state business processes.
• Ability to distinguish between core business needs, stakeholder requirements, and system constraints.
• Analytical thinker with the ability to identify root causes and drive long-term, data-driven solutions.
• Focused on uncovering and addressing systemic process inefficiencies.
Salesforce Experience
• Salesforce experience preferred, including:
• Salesforce Sales Cloud.
• Salesforce Experience Cloud.
• Dashboard configuration.
Additional Skills
• Experience using Miro, Box, and similar tools for collaboration and process mapping.
• Willingness to take on additional tasks and responsibilities as assigned.
• Demonstrates flexibility, ownership, and a proactive approach to problem-solving and delivery.
More about this job
Responsibilities
Lead business-critical sales initiatives and systems implementations from discovery through delivery, translating business needs into scalable, user-focused technology solutions. Coordinate requirements, stakeholder alignment, process analysis, testing, Agile activities, training, go-live support, and issue resolution.
Requirements
Approximately five years of hands-on experience leading sales initiatives and related systems implementations is sought, along with strong business analysis, project lifecycle, communication, and stakeholder management capabilities. Salesforce experience is preferred, particularly with Sales Cloud, Experience Cloud, and dashboard configuration; experience with Miro, Box, or similar collaboration and process-mapping tools is also useful.
Skills
- Business Analysis
- Project Management
- Salesforce
- Sales Cloud
- Experience Cloud
- Requirements Elicitation
- Stakeholder Management
- Process Mapping
- Process Optimization
- Impact Analysis
- Risk Identification
- User Acceptance Testing
- Agile Ceremonies
- Change Management
- Dashboard Configuration
- Communication
Visa sponsorship
Not detected in the job text
Categories
- Technology
- Management & Leadership
- Consulting
- Sales
- Finance & Accounting
Keywords
- Salesforce
- Financial Services Cloud
- Sales Cloud
- Experience Cloud
- Business Analysis
- Project Management
- Sales Initiatives
- Systems Implementation
- Requirements Elicitation
- Business Requirements
- Stakeholder Management
- Process Mapping
- Process Optimization
- Impact Analysis
- Risk Identification
- User Acceptance Testing
- Agile
- Sprint Demos
- Change Readiness
- Training
- Go-Live Support
- Dashboard Configuration
- Miro
- Box
- Root Cause Analysis
- Data-Driven Solutions
