Salesforce Business Analyst

At Zensar, we're "experience-led everything". We are committed to conceptualizing, designing, engineering, marketing, and managing digital solutions and experiences for over 130 leading enterprises. We are a company driven by a bold purpose: Together, we shape experiences for better futures. Whether for our clients, our people, or the world around us, this belief powers everything we do. At the heart of our culture is ONE with Client - a set of four core values that reflect who we are and how we work: One Zensar, Nurturing, Empowering, and Client Focus.

Part of the $4.8 billion RPG Group, we're a community of 10,000+ innovators across 30+ global locations, including Milpitas, Seattle, Princeton, Cape Town, London, Zurich, Singapore, and Mexico City. Explore Life at Zensar and join us to Grow. Own. Achieve. Learn. to be the best version of yourself.

We believe the best work happens when individuality is celebrated, growth is encouraged, and well-being is prioritized. We are an equal employment opportunity (EEO) and affirmative action employer, committed to creating an inclusive workplace. All qualified applicants will be considered without regard to race, creed, color, ancestry, religion, sex, national origin, citizenship, age, sexual orientation, gender identity, disability, marital status, family medical leave status, or protected veteran status.

Functional Skills

• Strong Business Analysis experience in:
  • Banking / Financial Services / Payments domain
• Deep understanding of:
  • ClearBank or similar clearing/payment systems (highly preferred)
  • KYC, AML, compliance processes

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Salesforce Knowledge

• Working knowledge of:
  • Financial Services Cloud (FSC)
  • Sales Cloud & Service Cloud
• Understanding of Salesforce:
  • Objects, workflows, flows, and reporting
• Ability to write effective user stories aligned with Salesforce capabilities

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Tools & Methodologies

• Agile tools: Jira, Azure DevOps
• Documentation tools: Confluence, MS Visio, Lucidchart
• Knowledge of API integrations (conceptual level)

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Certifications (Preferred)

• Salesforce Administrator
• Salesforce Business Analyst Certification
• Financial Services Cloud Accreditation
• CBAP / CCBA (optional)

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Soft Skills

• Excellent stakeholder communication and facilitation skills
• Strong analytical and problem-solving abilities
• Attention to detail and structured thinking
• Ability to work in a fast-paced, regulated environment

Gather requirements from banking stakeholders, write user stories, map business processes to Salesforce capabilities

Business Analysis & Requirement Gathering

• Collaborate with stakeholders to gather, analyze, and document business and functional requirements.
• Conduct workshops, stakeholder interviews, and requirement discovery sessions.
• Translate business needs into user stories, BRDs, and functional specifications.

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2. Salesforce Solution Alignment

• Map business processes to Salesforce capabilities across:
  • Financial Services Cloud (FSC)
  • Sales Cloud & Service Cloud
• Work closely with technical teams to ensure scalable and efficient Salesforce solutions.
• Support configuration design discussions and validate system feasibility.

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3. Financial / Banking Domain Expertise

• Understand and document processes related to:
  • Payments (Clearing, Settlement, Faster Payments, SEPA, SWIFT)
  • Core banking operations
  • Customer onboarding, KYC, AML compliance
• Ensure solutions align with regulatory requirements and compliance frameworks.

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4. Agile Delivery & UAT Management

• Create and maintain product backlog and user stories with acceptance criteria.
• Support sprint planning, backlog grooming, and Agile ceremonies.
• Lead UAT planning, execution, defect tracking, and sign-off processes.

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5. Stakeholder Management

• Act as a liaison between business users, product owners, and technical teams.
• Provide regular updates, demos, and walkthroughs to stakeholders.
• Manage scope changes and ensure alignment with business goals.

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6. Data & Integration Understanding

• Work with teams on:
  • Data mapping and migration strategies
  • Integration requirements with payment systems, banking platforms, and third-party services
• Understand APIs, middleware interactions (basic knowledge expected).

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7. Documentation & Governance

• Maintain detailed documentation:
  • BRD, FSD, Use Cases, Process Flows
• Ensure traceability between requirements, design, and implementation.

Support audit, compliance, and governance activities.