Senior Business Systems Analyst
About the role
We are seeking a Senior Business Systems Analyst (BSA) to join the Capital Markets CRM team at one of Canada’s largest financial institutions. This is a key role responsible for analyzing, designing, and supporting Salesforce CRM solutions, specifically within the Salesforce Financial Services Cloud (FSC) platform. This individual will serve as a critical liaison between business stakeholders, product managers, and technical delivery teams to ensure CRM solutions are aligned with strategic business objectives and end-user needs.
The successful candidate will bring 8+ years of experience in business systems analysis, with a strong background in Salesforce, and a deep understanding of Salesforce FSC, data migration practices, and UI/UX requirements mapping within Capital Markets or Financial Services environments.
Key Responsibilities
- Collaborate with business stakeholders, Salesforce developers, architects, and product owners to gather, analyze, and document detailed business requirements.
- Translate business requirements into functional specifications and user stories with clear acceptance criteria.
- Work closely with the UI/UX teams to map business needs into intuitive front-end Salesforce functionalities.
- Conduct data analysis and support data migration strategies, including mapping, validation, and reconciliation efforts for Salesforce FSC implementations.
- Act as a subject matter expert (SME) for Salesforce FSC capabilities and its application within Capital Markets.
- Assist in defining solution design and configuration within Salesforce to meet business objectives.
- Support testing efforts, including test plan creation, functional testing, UAT support, and defect triaging.
- Drive process improvements and optimization initiatives to enhance CRM usage across Sales and Trading desks.
- Ensure proper documentation, traceability, and alignment with enterprise SDLC and governance processes.
- Participate in Agile ceremonies such as sprint planning, backlog grooming, and retrospectives.
Required Qualifications
- 8+ years of experience in business systems analysis or business analysis within the banking, financial services, or capital markets industry.
- 5+ years of hands-on experience with Salesforce, including at least 2 years with Salesforce Financial Services Cloud (FSC).
- Strong experience in data migration projects including mapping, transformation logic, and reconciliation analysis.
- Proven ability to translate business requirements into technical and UI functionality (user flows, screen mock-ups, wireframes).
- Strong understanding of CRM processes within a Capital Markets or Institutional Sales & Trading environment.
- Experience with Agile delivery methodologies and tools such as JIRA, Confluence, or Azure DevOps.
- Familiarity with standard BSA artifacts and techniques (process modeling, use cases, data flow diagrams, gap analysis, etc.).
- Excellent communication skills – able to clearly convey complex technical concepts to business and technical audiences.
- Strong analytical and problem-solving skills with attention to detail.
Preferred Qualifications
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, or Salesforce FSC Consultant) are highly desirable.
- Experience working in a hybrid cloud/on-prem CRM environment.
- Familiarity with Salesforce tools such as Data Loader, Workbench, and schema builder.
- Experience working with Capital Markets data (e.g., clients, accounts, trades, transactions).
About Jarvis Consulting Group
Jarvis is driven by a bold vision to transform the professional services landscape by setting a new standard for innovation, empowerment, and impactful solutions in data, AI, and technology.
Our unwavering dedication is rooted in propelling businesses toward sustained success while making a positive impact on communities.
Strategically operating from Toronto and Montreal, Europe, and North Africa, Jarvis extends its services across Canada and the US.
Our diverse team comprises expert advisors and forward-thinking technologists who work tirelessly to unlock the full potential of businesses, ensuring the consistent delivery of exceptional results.
Senior Business Systems Analyst
About the role
We are seeking a Senior Business Systems Analyst (BSA) to join the Capital Markets CRM team at one of Canada’s largest financial institutions. This is a key role responsible for analyzing, designing, and supporting Salesforce CRM solutions, specifically within the Salesforce Financial Services Cloud (FSC) platform. This individual will serve as a critical liaison between business stakeholders, product managers, and technical delivery teams to ensure CRM solutions are aligned with strategic business objectives and end-user needs.
The successful candidate will bring 8+ years of experience in business systems analysis, with a strong background in Salesforce, and a deep understanding of Salesforce FSC, data migration practices, and UI/UX requirements mapping within Capital Markets or Financial Services environments.
Key Responsibilities
- Collaborate with business stakeholders, Salesforce developers, architects, and product owners to gather, analyze, and document detailed business requirements.
- Translate business requirements into functional specifications and user stories with clear acceptance criteria.
- Work closely with the UI/UX teams to map business needs into intuitive front-end Salesforce functionalities.
- Conduct data analysis and support data migration strategies, including mapping, validation, and reconciliation efforts for Salesforce FSC implementations.
- Act as a subject matter expert (SME) for Salesforce FSC capabilities and its application within Capital Markets.
- Assist in defining solution design and configuration within Salesforce to meet business objectives.
- Support testing efforts, including test plan creation, functional testing, UAT support, and defect triaging.
- Drive process improvements and optimization initiatives to enhance CRM usage across Sales and Trading desks.
- Ensure proper documentation, traceability, and alignment with enterprise SDLC and governance processes.
- Participate in Agile ceremonies such as sprint planning, backlog grooming, and retrospectives.
Required Qualifications
- 8+ years of experience in business systems analysis or business analysis within the banking, financial services, or capital markets industry.
- 5+ years of hands-on experience with Salesforce, including at least 2 years with Salesforce Financial Services Cloud (FSC).
- Strong experience in data migration projects including mapping, transformation logic, and reconciliation analysis.
- Proven ability to translate business requirements into technical and UI functionality (user flows, screen mock-ups, wireframes).
- Strong understanding of CRM processes within a Capital Markets or Institutional Sales & Trading environment.
- Experience with Agile delivery methodologies and tools such as JIRA, Confluence, or Azure DevOps.
- Familiarity with standard BSA artifacts and techniques (process modeling, use cases, data flow diagrams, gap analysis, etc.).
- Excellent communication skills – able to clearly convey complex technical concepts to business and technical audiences.
- Strong analytical and problem-solving skills with attention to detail.
Preferred Qualifications
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, or Salesforce FSC Consultant) are highly desirable.
- Experience working in a hybrid cloud/on-prem CRM environment.
- Familiarity with Salesforce tools such as Data Loader, Workbench, and schema builder.
- Experience working with Capital Markets data (e.g., clients, accounts, trades, transactions).
About Jarvis Consulting Group
Jarvis is driven by a bold vision to transform the professional services landscape by setting a new standard for innovation, empowerment, and impactful solutions in data, AI, and technology.
Our unwavering dedication is rooted in propelling businesses toward sustained success while making a positive impact on communities.
Strategically operating from Toronto and Montreal, Europe, and North Africa, Jarvis extends its services across Canada and the US.
Our diverse team comprises expert advisors and forward-thinking technologists who work tirelessly to unlock the full potential of businesses, ensuring the consistent delivery of exceptional results.