Salesforce Business Analyst
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Key skills for this role
About the Role
IC Markets Global seeks a skilled Salesforce Business Analyst to bridge business stakeholders and technical teams in a CRM transformation program. Requires 3+ years of Salesforce BA experience, knowledge of Salesforce Data Model, and experience in trading or financial services.
Key Skills for This Role
Responsibilities
- Engage stakeholders across Sales, Partners, Compliance and Support teams to understand business needs
- Conduct workshops, interviews, and process analysis to document requirements
- Translate business needs into clear user stories and acceptance criteria
- Identify opportunities for process automation and Salesforce driven improvements
- Collaborate with Product Owner, Salesforce Architect and Developers to design scalable solutions
- Ensure proposed solutions align with Salesforce best practices and trading business requirements
- Contribute to defining data models, workflows, and user access/security models
- Maintain detailed process documentation, data dictionaries and user guides
- Create user guides, training materials, and system documentation for end users
- Support knowledge transfer between technical teams and business stakeholders
- Define and execute test cases for system testing, integration testing, and UAT
- Validate that delivered solutions meet business requirements and are fit for trading workflows
Requirements
- 3+ years of experience as a Salesforce Business Analyst
- Proven experience in CRM migrations or system transformation projects
- Strong knowledge of Salesforce Data Model and Core Clouds
- Experience in the trading or financial services sector (client onboarding, partner management, compliance workflows)
- Ability to write detailed user stories, acceptance criteria, and process flows
- Familiarity with Agile/Scrum delivery methodologies
- Ability to write effective prompts for AI tools (Claude)
- AI assisted testing experience
Full Job Posting
Role Overview
- We are seeking a skilled Salesforce Business Analyst to play a critical role in our CRM transformation program, migrating from a legacy CRM to Salesforce CRM.
- The successful candidate will act as the bridge between business stakeholders and technical teams, ensuring that Salesforce solutions align with the specific needs of a trading business.
- This role requires strong experience in requirement gathering, documentation, and Salesforce process design, as well as knowledge of trading operations, client onboarding, partner hierarchies, and regulatory/compliance workflows.
Requirements Gathering & Analysis
- Engage stakeholders across Sales, Partners, Compliance and Support teams to understand business needs.
- Conduct workshops, interviews, and process analysis to document requirements.
- Translate business needs into clear user stories and acceptance criteria.
- Identify opportunities for process automation and Salesforce driven improvements.
Solution Design Support
- Collaborate with the Product Owner, Salesforce Architect and Developers to design scalable solutions.
- Ensure that proposed solutions align with Salesforce best practices and trading business requirements.
- Contribute to defining data models, workflows, and user access/security models.
Documentation & Training
- Maintain detailed process documentation, data dictionaries and user guides.
- Create user guides, training materials, and system documentation for end users.
- Support knowledge transfer between technical teams and business stakeholders.
Testing & Validation
- Define and execute test cases for system testing, integration testing, and UAT.
- Validate that delivered solutions meet business requirements and are fit for trading workflows.
- Identify, log, and track issues until resolution.
Communication & Stakeholder Management
- Act as the primary liaison between business users and technical implementation teams.
- Facilitate demos, status updates, and workshops with stakeholders.
- Communicate progress, risks, and dependencies effectively to management.
Qualifications & Experience
- 3+ years of experience as a Salesforce Business Analyst.
- Proven experience in CRM migrations or system transformation projects.
- Strong knowledge of Salesforce Data Model and Core Clouds.
- Experience in the trading or financial services sector (client onboarding, partner management, compliance workflows).
- Ability to write detailed user stories, acceptance criteria, and process flows.
- Familiarity with Agile/Scrum delivery methodologies.
AI Skills
- Ability to write effective prompts for AI tools (Claude).
- AI assisted testing experience using AI tools to generate, review, and optimise test cases, identify edge cases, and support UAT preparation.
Advantageous Experience
- Salesforce Administrator or Business Analyst Certification.
- Experience working with data migration projects and large data sets.
- Agentforce understanding of Agentforce agents, Einstein Copilot, and AI powered automation; identifying where AI agents can automate processes, assist support agents, or surface CRM insights.
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