

Rothstein Recruitment
Salesforce Financial Services Cloud - Business Analyst
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is a Salesforce Financial Services Cloud Business Analyst for a contract length of "unknown" with a pay rate of "unknown." Key skills include Salesforce FSC expertise, requirements engineering, and experience in financial services. Certifications in Salesforce are a plus.
🌎 - Country
United Kingdom
💱 - Currency
£ GBP
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💰 - Day rate
Unknown
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🗓️ - Date
May 6, 2026
🕒 - Duration
Unknown
-
🏝️ - Location
Unknown
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📄 - Contract
Unknown
-
🔒 - Security
Unknown
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📍 - Location detailed
London Area, United Kingdom
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🧠 - Skills detailed
#Jira #Alation #Compliance #Business Analysis #Security #Stories #Cloud #Scala #CRM (Customer Relationship Management)
Role description
Salesforce Financial Services Cloud - Business Analyst
As the Salesforce Financial Services Cloud Business Analyst this role will work closely with the Salesforce tech and product team to elicit requirements/user stories and to recommend solutions that will help deliver system enhancements and improved business performance, whilst ensuring regulatory compliance
• Work on Salesforce FSC projects as a functional expert in the areas like customer onboarding, customer 360 and case management.
• Work with key stakeholders to ensure that 'To Be' end user processes are appropriate, documented and understood by end users and handed over to the tech team.
• Ensure a good understanding of all aspects of CRM project, both technical and non-technical.
• Requirements engineering: elicit, analyse and validate stakeholder requirements, business requirements and solution requirements (functional and non-functional). To document the requirements in the form of user stories supported with acceptance criteria and to have the ability to elicit requirements ensuring both vertical and horizontal traceability.
• Business readiness - Planning and co-ordinating communications and training to support the Project implementation.
• Manage testing and end user training, ensuring training materials are developed and shared.
• Own the Salesforce tickets/incidents raised by the end customers and work with the tech support team with the build/resolution
• Operates in line with the Bank's Risk Management framework (including sub-frameworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Relevant Experience
• Experience as a Salesforce Financial services cloud Consultant/Business analyst.
• Experience in implementing eID&V solutions.
• Experience in Financial Services Cloud and Vlocity (Salesforce Industries).
• Experience in using tools like Jira and ADO
• Experience in Salesforce Lightning, flows, Salesforce security model and other configuration tools in Salesforce.
• Experience in working for a bank or a financial service institution.
• Salesforce system admin, BA, developer, app builder or omni studio developer certification is a plus.
Salesforce Financial Services Cloud - Business Analyst
As the Salesforce Financial Services Cloud Business Analyst this role will work closely with the Salesforce tech and product team to elicit requirements/user stories and to recommend solutions that will help deliver system enhancements and improved business performance, whilst ensuring regulatory compliance
• Work on Salesforce FSC projects as a functional expert in the areas like customer onboarding, customer 360 and case management.
• Work with key stakeholders to ensure that 'To Be' end user processes are appropriate, documented and understood by end users and handed over to the tech team.
• Ensure a good understanding of all aspects of CRM project, both technical and non-technical.
• Requirements engineering: elicit, analyse and validate stakeholder requirements, business requirements and solution requirements (functional and non-functional). To document the requirements in the form of user stories supported with acceptance criteria and to have the ability to elicit requirements ensuring both vertical and horizontal traceability.
• Business readiness - Planning and co-ordinating communications and training to support the Project implementation.
• Manage testing and end user training, ensuring training materials are developed and shared.
• Own the Salesforce tickets/incidents raised by the end customers and work with the tech support team with the build/resolution
• Operates in line with the Bank's Risk Management framework (including sub-frameworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Relevant Experience
• Experience as a Salesforce Financial services cloud Consultant/Business analyst.
• Experience in implementing eID&V solutions.
• Experience in Financial Services Cloud and Vlocity (Salesforce Industries).
• Experience in using tools like Jira and ADO
• Experience in Salesforce Lightning, flows, Salesforce security model and other configuration tools in Salesforce.
• Experience in working for a bank or a financial service institution.
• Salesforce system admin, BA, developer, app builder or omni studio developer certification is a plus.






