Acts as the functional Salesforce advisor for a wealth management CRM squad. Leads scoping and design workshops, requirements gathering, user story writing, process and journey modeling, acceptance criteria, UAT, deployment, and adoption support. Focuses on Financial Services Cloud processes and data models, integration impact analysis, governance committees, backlog prioritization, KPI definition, and cost-benefit analysis. Salesforce configuration and automation may also be supported.
The client is looking for a business analyst who acts as the
functional Salesforce reference within a squad responsible for the wealth
management advisors’ CRM. The role covers the full cycle: scoping and design
workshops, user story writing, process and journey modelling in Salesforce,
acceptance criteria and UAT support, then deployment support. The mandate is
specific about the FSC landscape: lead conversion, opportunity, activity and
appointment processes, and the Account, Household and Financial Account data
model. The profile must also hold their own with executives and governance
committees, and help remove blockers in complex CRM integration contexts. The
T-Shape mention opens the door to configuration tasks without making them the
core of the role. The mandate contains no qualifications section (years,
degree, language, certification).
Target candidate: a Salesforce business analyst who has led
the functional side of at least one Financial Services Cloud implementation or
evolution, able to run workshops with business units and translate needs into
user stories traceable through deployment. Exposure to the FSC data model and
integration issues is what sets them apart from a generalist CRM BA.
Key Requirements:
- Functional CRM Salesforce advisor role (business analysis)
- Financial Services Cloud processes (lead conversion,
opportunities, activities, appointments)
- Impact analysis: processes, data model (Account, Household,
Financial Account), integrations (APIs, satellite systems)
- Gathering, documenting and validating requirements (user
stories, epics), backlog prioritization with the PO
- Organizing and facilitating business workshops (scoping,
design)
- Sales Cloud or Service Cloud capabilities
- Salesforce automation (Flow, workflows) and configuration
activities
- Representation before decision-making committees, including
Salesforce governance
- Deployment and adoption support, KPI definition,
cost/benefit analysis
Requirements
ASSET
- Wealth management context (360° client view, advisor
experience)
Profiles to Exclude:
- Profile showing Salesforce only in Sales Cloud or
Service Cloud, with no demonstrated Financial Services Cloud exposure.
- Salesforce administrator or developer profile whose
engagements are limited to configuration, with no demonstrated requirements
gathering or workshop facilitation.
- CRM business analyst profile on another platform (e.g.
Dynamics 365), with no Salesforce engagement on the resume.
- Product Owner profile whose resume shows backlog
ownership and final prioritization, without writing user stories or modelling
processes.
- Salesforce architect profile with no functional
analysis conducted directly with business units.
- Candidate not available to start on November 23, 2026.
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