Salesforce Business Systems Analyst

LouisianaNOW.Jobs

. Partner with Salesforce Product Owners to gather and document business requirements for client onboarding, household/relationship management, portfolio tracking, and advisory workflows .

Posted 10/6/2026full-timeRemote • United StatesSeniorLead💰 $79,600 - $156,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in gathering and documenting business requirements for Salesforce Financial Services Cloud, with a strong focus on wealth management workflows, compliance regulations, and Agile methodologies. Proficient in translating business needs into functional specifications and supporting data integrity and governance.

Highest-signal resume keywords

Salesforce Financial Services Cloud Accredited Professional Certification8+ Years as a Business Systems AnalystWealth Management WorkflowsKYC/AML ComplianceAgile Delivery Methodology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Requirements GatheringProcess MappingFunctional SpecificationsUser StoriesGap AnalysisData MappingValidation of System ConfigurationsDocumentation for AuditsTest Evidence ReviewPost-Deployment Validation

Soft Skills

CollaborationFacilitationCommunicationTrainingProblem-Solving

Tools & Technologies

Salesforce Sales CloudSalesforce Service CloudBPMNVisioAgile/Scrum

Certifications & Qualifications

Salesforce Financial Services Cloud Accredited Professional Certification

Industry Keywords

Banking OperationsWealth ManagementKYCAMLFINRASECClient OnboardingPortfolio ManagementAdvisory ProcessesData Integrity

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Partner with Salesforce Product Owners to gather and document business requirements for client onboarding, household/relationship management, portfolio tracking, and advisory workflows
Translate business needs into functional specifications, user stories, and process flows
Conduct gap analyses between current-state processes and desired future-state Salesforce FSC capabilities
Research and document configuration requirements for Salesforce FSC objects, including Households, Financial Accounts, Financial Goals, Relationship Groups, and Client/Person Accounts
Research and document complex client relationship scenarios involving households, trusts, beneficiaries, and joint accounts
Document requirements for Action Plans, Lightning flows, and automation supporting onboarding, KYC/AML checks, and advisory review cycles
Support architects and developers by researching and validating requirements for custom objects, Apex, and integrations
Research legacy CRM and core banking data to support data mapping and migration strategies
Research requirements and support integrations with core banking, portfolio management, custodial, and financial planning platforms
Support data integrity and governance by reviewing and validating client and account records
Validate system configurations against KYC, AML, SEC/FINRA, and GDPR/privacy requirements
Collaborate with compliance and risk teams on audit trail, disclosure, and suitability tracking requirements
Support documentation for internal and external audits
Validate use cases and review test evidence in lower environments
Support post-deployment validation in production environments when allowed
Support Product Owners and the technical delivery team throughout the project lifecycle
Facilitate workshops, demos, and training sessions for end users
Research and report post-go-live issues and inform enhancement recommendations
Participate in Agile/Scrum ceremonies, including backlog grooming, sprint planning, and retrospectives
Support change request documentation, backlog research, and roadmap delivery tracking

Requirements

What you’ll need

Salesforce Financial Services Cloud Accredited Professional Certification is required
8+ years as a Business Systems Analyst, with direct experience in banking and/or wealth management firms
Strong understanding of wealth management workflows, including client onboarding, portfolio/account management, and advisory processes
Understanding of banking operations
Familiarity with KYC, AML, FINRA, and SEC regulatory frameworks
Strong documentation, process mapping (BPMN/Visio), and requirements gathering skills
Experience with Agile delivery methodology
Experience with Salesforce Sales Cloud and/or Service Cloud is nice to have
Ability to work remotely anywhere in the United States
Successful completion of a background investigation

Benefits

Comp & perks

Competitive compensation including profit participation program
Comprehensive medical, dental, and vision benefits
Basic life and accidental death & dismemberment insurance
Matching contributions through 401(k) plan
CGI share purchase plan
Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year
10 paid holidays per year
At least 80 consecutive hours of paid sick/safe leave
Paid parental leave, ranging from 20 to 70 consecutive business days
Bereavement leave, ranging from 1 to 7 days per year
Paid jury duty leave, up to time summoned
Learning opportunities and tuition assistance
Wellness and Well being programs
Global resources and opportunities to explore industries, technologies, and geographies
Career growth and skill-development opportunities
Reasonable accommodations for qualified individuals with disabilities