Job Title or Location

Salesforce Business Analyst

J&M Group, Inc - 222 Jobs
Mississauga, ON
Posted yesterday
Job Details:
Full-time
Entry Level

We are seeking a Business Analyst with hands-on experience in Salesforce CRM, particularly with Financial Services Cloud and Marketing Cloud. The ideal candidate should have a background in Agile delivery, strong requirements management skills, and preferably experience in the Wealth or Investment Banking domains.
Key Responsibilities:
  • Provide functional support for Salesforce CRM including Financial Services Cloud and Marketing Cloud.
  • Elicit, analyze, document, and manage business requirements across complex financial projects.
  • Apply both traditional BA methods (use cases, system diagrams) and agile techniques (user stories, storyboards, backlog grooming).
  • Collaborate with stakeholders for requirements planning, effort estimation, and prioritization.
  • Manage requirement artifacts through walkthroughs, change management, and traceability.
  • Participate in Scrum ceremonies, backlog management, and user provisioning.

Essential Skills:
  • 3 5 years of experience as a Business Analyst on large-scale, agile projects.
  • Experience supporting Salesforce CRM, Financial Services Cloud, and Marketing Cloud.
  • Domain knowledge in Wealth Management or Investment Banking.
  • Skilled in elicitation techniques: user stories, data analysis, document review, interviews, workshops.
  • Proficiency in requirements lifecycle management, traceability, and stakeholder collaboration.

Desirable Skills:
  • Salesforce Administrator Certification.
  • Experience in Scrum/agile environments.
  • Familiarity with Design Thinking and User-Centered Design.
  • Experience in Asset Management.

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