Salesforce Business Analyst

This job posting is for an existing, active vacancy. We are looking for a Salesforce Business Systems Analyst based in Calgary with approximately 4+ years of experience in business analysis or systems analysis, preferably within financial services or wealth management. The ideal candidate should have hands-on experience with Salesforce (Sales Cloud/Service Cloud/Financial Services Cloud), strong skills in requirements gathering, testing, and stakeholder management, and the ability to translate business needs into effective technical solutions while supporting process improvements and user adoption.

Role Overview:

Salesforce Business Systems Analyst (BSA) role supports Wealth Management Canada by bridging business and technical teams to deliver Salesforce Financial Services Cloud solutions. Key responsibilities include requirements gathering, testing, process optimization, and driving user adoption. The role requires 4+ years of experience, Salesforce knowledge, strong analytical skills, and experience in financial services or wealth management, along with relevant Salesforce certifications.

Detailed Job Description:Salesforce Business Systems Analyst – Financial Services CloudWealth Management Canada

The Salesforce Business Systems Analyst (BSA) is a key member of the Wealth Management Canada (WMC) technology team, acting as a bridge between business stakeholders and technical development teams. This mid-level role is responsible for translating complex wealth management business requirements into scalable Salesforce Financial Services Cloud solutions, ensuring alignment with organizational objectives and regulatory compliance standards.

The BSA will drive process optimization, support user adoption initiatives, and contribute to the successful delivery and ongoing maintenance of Salesforce solutions across the WMC division.

• Reporting Structure: Reports to the Senior Manager, Business Systems Analysis
• Team Context: Part of the WMC Salesforce Center of Excellence (CoE), alongside Business Analysts, Solution Architects, and Developers
• Key Stakeholders: Wealth Management advisors, operations teams, compliance and risk, IT infrastructure, product management, and external system integrators

2. Primary ResponsibilitiesA. Requirements Gathering & Analysis

• Conduct stakeholder interviews and workshops to gather detailed business requirements
• Document functional and non-functional requirements aligned with Salesforce capabilities
• Perform gap analysis between current and target-state processes to identify automation opportunities
• Create user stories with acceptance criteria and maintain a prioritized backlog in Jira
• Validate requirements against policies, regulatory constraints, and data governance standards
• Collaborate with Solution Architects on technical design and configuration strategies
• Maintain a requirements traceability matrix

B. Testing & Quality Assurance

• Design and execute test cases covering functional, integration, performance, and compliance aspects
• Perform SIT, UAT, and regression testing in non-production environments
• Coordinate UAT with business users and track defects in Jira
• Validate data quality and system integrations
• Conduct smoke testing before production releases
• Support issue triage, root cause analysis, and post-implementation reviews

C. Process Improvement & Optimization

• Develop current and future-state process maps
• Identify inefficiencies, bottlenecks, and automation opportunities
• Recommend Salesforce configuration best practices
• Work closely with development teams to evaluate configuration vs. customization approaches
• Drive continuous improvement initiatives and document SOPs

D. Training & User Adoption

• Create training materials, including user guides and reference documentation
• Conduct training sessions and enablement programs
• Track adoption metrics and user engagement
• Support change management and post-launch stabilization activities
• Gather user feedback to recommend enhancements

3. Required QualificationsEducation & Experience

• Bachelor’s degree in Business, Information Systems, Computer Science, or equivalent experience
• Minimum 4 years of experience as a Business Systems Analyst / Business Analyst
• Hands-on experience with Salesforce implementations (Sales Cloud, Service Cloud, or Financial Services Cloud preferred)
• Experience in financial services, wealth management, or banking is an advantage
• Proven experience in requirements gathering, testing, and UAT coordination

Salesforce Certifications

• Salesforce Certified Associate or Administrator (required or to be obtained within 2 months of hire)
• Salesforce Business Analyst Certification (preferred)
• Salesforce Financial Services Cloud Accreditation (preferred)

Technical Skills

• Strong understanding of Salesforce Financial Services Cloud data model and objects
• Knowledge of Salesforce configuration tools (flows, workflows, validation rules)
• Familiarity with data tools, integration patterns, and APIs
• Experience with testing tools such as Jira and TestRail
• Basic knowledge of database concepts and data governance

Business Analysis Skills

• Strong analytical and problem-solving capabilities
• Excellent documentation and process mapping skills
• Experience with Agile/Scrum methodologies
• Strong stakeholder management and communication skills
• Knowledge of wealth management processes and compliance workflows