Senior Business Analyst (Salesforce)

Accountabilities
Partner with business stakeholders, subject matter experts, and technology teams to gather, analyze, document, and prioritize functional and technical requirements for Salesforce-based initiatives. Translate business needs into clear user stories, business rules, process maps, acceptance criteria, workflow documentation, and other project deliverables that support successful software development and implementation. Facilitate workshops, interviews, and requirement-gathering sessions while driving alignment across multiple business units and project stakeholders. Support the administration, configuration, and continuous improvement of Salesforce Financial Services Cloud, Salesforce Marketing Cloud, Agentforce, and core Salesforce CRM capabilities. Evaluate project readiness, prepare work items for development, coordinate testing activities, and ensure successful implementation through user acceptance testing and production support. Deliver end-user training, create training materials, and provide ongoing knowledge transfer to business users, IT support teams, and development teams. Collaborate with Product Owners and development teams throughout the software development lifecycle to ensure solutions meet business objectives, regulatory requirements, and quality standards. Requirements Minimum of 4 years of experience supporting mortgage technology platforms, including Loan Origination Systems (LOS), pricing engines, document vendors, or related mortgage software. Proven experience as a Business Analyst working with Salesforce, including hands-on configuration and administration of Salesforce Financial Services Cloud. Practical experience with Salesforce Marketing Cloud, including campaign management, customer journeys, audience segmentation, and data extensions. Experience configuring and supporting Salesforce Agentforce solutions, AI-powered workflows, and intelligent automation. Salesforce certifications such as Salesforce Administrator, Platform App Builder, or equivalent credentials are required. Strong understanding of mortgage industry operations, regulatory compliance, and lending processes, including TRID, LE, CD, ATR/QM, LO Compensation, and related requirements. Excellent analytical, documentation, facilitation, and stakeholder management skills with the ability to build consensus across cross-functional teams. Strong verbal and written communication skills with experience presenting technical concepts to business audiences. Ability to manage multiple priorities in an agile environment while maintaining attention to detail and delivering high-quality results. Willingness to travel occasionally to company locations as business needs require. Benefits Competitive compensation package (salary details available upon request) Remote work opportunity for eligible U.S. locations Opportunity to work with modern Salesforce technologies, including Financial Services Cloud, Marketing Cloud, and Agentforce Career growth within an innovative technology and product organization Exposure to large-scale digital transformation and enterprise Salesforce initiatives Collaborative, team-oriented work environment with ongoing learning opportunities Professional development through hands-on experience with cutting-edge Salesforce and mortgage technology solutions

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