Principal Salesforce Business Analyst (Lead II – Business Analysis)

Overview

In this role you drive transformation for financial services clients by partnering with senior stakeholders to shape technology solutions. You will lead requirements and design for complex initiatives, support Salesforce and data integration programs, and explore AI-enabled opportunities to enhance client engagement. A key focus is turning business challenges into clear roadmaps and delivering measurable impact within a global asset management context.

Responsibilities

• Partner with Product Leads and senior stakeholders across multiple business domains
• Lead requirements gathering, process analysis, and solution design for complex technology initiatives
• Translate ambiguous challenges into actionable outcomes and delivery roadmaps
• Drive PoC and PoV initiatives to support business cases and investment decisions
• Support Salesforce and data integration programmes to enhance customer journeys and insights
• Identify and leverage AI-enabled opportunities to improve productivity and decision-making
• Produce high-quality BRs, process models, gap analyses, and functional specs

Key requirements

• Extensive Business Analysis experience within large Financial Services organisations
• Strong stakeholder management and communication skills with the ability to influence at all levels
• Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation
• Salesforce experience with Salesforce Certified Platform Administrator certification
• Strong understanding of Agile, Waterfall, and hybrid delivery methodologies
• Experience supporting business, technology, data, and operating model transformation initiatives
• Proficiency with process mapping and technical diagramming tools
• Experience working with global teams and stakeholders across multiple locations and time zones

• Stakeholder management
• Communication
• Collaboration
• Salesforce
• Salesforce Certified Platform Administrator
• Data integration

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