Salesforce Lead Business Analyst with Financial Services Cloud

Perficient

  • Costa Mesa, CA
  • $64,974-149,880 per year
  • Permanent
  • Full-time
  • 15 days ago
Job Category: Strategy & ConsultingJob Description:We're seeking a strategic and experienced Salesforce Lead Business Analyst with deep financial services expertise to help drive innovation within our Salesforce practice. In this role, you'll act as the bridge between business and technology-leading discovery sessions, gathering and analyzing requirements, and shaping Salesforce solutions that deliver measurable impact. Your insights will guide teams and clients through complex transformations, especially within Financial Services Cloud. If you thrive in a fast-paced, collaborative environment and enjoy solving business challenges with smart, scalable solutions, we'd love to hear from you.Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world's most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible-while building a career filled with growth, balance, and purpose.Our Salesforce + MuleSoft team helps global brands create connected, data-driven experiences that drive enterprise-wide transformation. As a Salesforce Partner and trusted MuleSoft advisor, we deliver strategic guidance, industry accelerators, and AI-powered solutions across healthcare, financial services, manufacturing, and more-unlocking the full potential of the Salesforce ecosystem.Responsibilities:The Salesforce Lead Business Analyst with Financial Services experience will serve as a key liaison between business stakeholders and technical teams. You will be responsible for gathering and analyzing business requirements, facilitating stakeholder workshops, and translating business needs into effective Salesforce solutions. This role requires strong domain knowledge in financial services, excellent communication skills, and a deep understanding of Salesforce capabilities, particularly Financial Services Cloud.
  • Collaborate with stakeholders to gather, document, and analyze business requirements
  • Translate business needs into functional specifications and user stories for Salesforce implementations
  • Facilitate workshops and meetings to drive consensus and clarify requirements
  • Work closely with Salesforce architects and developers to ensure solutions align with business goals
  • Support testing and validation of Salesforce solutions to ensure they meet business expectations
  • Provide guidance on Salesforce best practices and platform capabilities
  • Assist in change management and user adoption strategies
  • Maintain documentation and ensure traceability of requirements throughout the project lifecycle
  • Stay informed on Salesforce updates and financial services industry trends
Qualifications:
  • Minimum 5 years of experience as a Business Analyst, with at least 3 years focused on Salesforce projects
  • At least 3 years of Professional Services experience
  • Strong understanding of Salesforce platform capabilities, including Financial Services Cloud
  • Proven experience working with financial services clients and understanding of industry-specific processes
  • Excellent communication and stakeholder management skills
  • Ability to create clear and concise documentation including business requirements, process flows, and user stories
  • Experience with Agile methodologies and tools such as Jira or Azure DevOps
  • Familiarity with Salesforce declarative tools such as Flow, Process Builder, and Lightning App Builder
  • Financial Services Cloud Certification is a plus
  • Bachelor's degree in Business, Information Systems, or related field (or equivalent experience)
The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $64,974 to $149,880. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in ourApplications will be accepted until the position is filled or the posting is removed.WHO WE AREPerficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our clients exceed customers' expectations, outpace competition, and grow their business. With unparalleled strategy, creative, and technology capabilities, our colleagues bring big thinking and innovative ideas, along with a practical approach to help our clients - the world's largest enterprises and biggest brands succeed.WHAT WE BELIEVEAt Perficient, we promise to challenge, champion, and celebrate our people. You will experience a unique and collaborative culture that values every voice. Join our team, and you'll become part of something truly special.We believe in developing a workforce that is as diverse and inclusive as the clients we work with. We're committed to actively listening, learning, and acting to further advance our organization, our communities, and our future leaders… and we're not done yet.Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.Disability Accommodations:Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.Disclaimer: The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification. Management retains the discretion to add or change the duties of the position at any time.#LI-LM1About Us: Perficient is always looking for the best and brightest talent and we need you! We're a quickly growing, global digital consulting leader, and we're transforming the world's largest enterprises and biggest brands. You'll work with the latest technologies, expand your skills, experience work-life balance, and become a part of our global community of talented, diverse, and knowledgeable colleagues.

Perficient