Salesforce Business Analyst

Job Summary: We are seeking a skilled Salesforce Business Analyst to support ongoing requirements and operational tasks. This role will focus on enhancing the Agent-to-Agent interface, conducting health scans, measuring user adoption, scheduling alignment meetings, and re-evaluating project goals. The ideal candidate will possess strong knowledge of Salesforce and a proven track record in business analysis within the financial services sector.

• Gathering, analyzing, documenting, and validating business requirements.
• Translating business needs into detailed Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), and Acceptance Criteria.
• Collaborating with Salesforce Architects, Developers, Data/Analytics teams, and business stakeholders.
• Understanding Agent-to-Agent (A2A) concepts, agent orchestration, and AI agent interoperability.
• Defining user adoption metrics, telemetry requirements, and analytics strategies.
• Scheduling monthly alignment meetings every two weeks to ensure consistent progress tracking and feedback loops.
• Conducting a thorough re-evaluation of FreshvFsc to assess feasibility, updates, and alignment with project goals.

• Good experience in Financial Services Cloud (FSC) and financial services.
• Strong knowledge of Salesforce workflows, automation, data model, security, and integrations.
• Understanding of Agent-to-Agent (A2A) concepts, agent orchestration, and AI agent interoperability.
• Experience defining user adoption metrics, telemetry requirements, and analytics strategies.
• Good communication skills to interact effectively with clients and teams.

• Experience with Salesforce Quality Cloud and health scan methodologies.
• Familiarity with user adoption tracking tools and strategies.