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Department: Delivery

Salesforce Business Analyst – Financial Services


North America

The Business Analyst will work with 2 facets of the business – consulting and operations. Consulting – You will work with project teams to design, implement and deploy solutions to a wide variety of clients. Candidates for this role should possess knowledge of the capabilities (both functional and technical) and integration capabilities. The business analyst has experience implementing functionality and can act as a knowledgeable liaison with business stakeholders. Additionally, the candidate should have the ability to uncover business requirements, develop a technical strategy and be able to create and effectively demonstrate solutions that address customer requirements. Plative is a fast paced agile environment and the Business Analyst will be involved from inception to delivery. You will be the facilitator of change with the clients and evolve how their business functions.

Responsibilities Include:

  • Participate in sessions with customers and other team members to understand business Requirements and Business Processes Analysis.
  • Document detailed business, functional & technical requirements.
  • Configure and customize applications and related third party applications
  • Aid in the development, configuration, implementation, and deployment of solutions after thoroughly analyzing and understanding the business requirements.
  • Develop and contribute to data migration and/or system integration strategy.

Basic Qualifications

  • 1+ years Salesforce experience and within consulting environment
  • Salesforce Administrator (ADM201) Certification


Desired Qualifications

  • In-depth technical backend knowledge of the Salesforce platform, including Tableau
  • Desire to quickly advance your career and skill sets
  • Delivered numerous complex Salesforce projects.
  • Salesforce Sales or Service Cloud Consultant Certification
  • Salesforce Advanced Administrator Certification
  • Salesforce Service Cloud Certification
  • Bachelor's degree or higher; business, finance, economics, or engineering focus is a plus
  • 1-2 years of experience in a sales/success/services operations role, preferably at technology companies with a sales team of 100+ people; or experience in similar growth or operations roles in a dynamic environment


Apply for this job:

  • Accepted file types: pdf, doc, docx, ppt, pptx, notebook, Max. file size: 256 MB.
  • Accepted file types: pdf, doc, docx, ppt, pptx, notebook, Max. file size: 256 MB.
  • Please provide the first name of the person who reached out to you, or if you applied on your own.