Salesforce Business Analyst

Website Optizm Global

Primary Role Responsibilities

Business Consulting:

  • Engage customer stakeholders to understand desired business outcomes, define success criteria, and maximize utilization of the platform
  • Facilitate discovery sessions with customers that include deriving business requirements and business process analysis
  • Apply business acumen to assess & diagnose business needs and business process improvements
  • Create business cases, business process diagrams, wireframes, and other project documentation
  • Present architecture and design options and recommendations
  • Create and manage the execution of tests cases as required
  • Create and deliver training for end users or client trainers (train the trainer)
  • Assist the project manager in identifying & documenting success criteria, schedules, risks, and other project management deliverables

Salesforce Experience:

  • Draft custom development specifications and manage the delivery and testing of the functionality by development resources
  • Synthesize requirements to create clear and comprehensive user stories and solution design documentation
  • Perform fit-gap analysis between Salesforce functionality and client requirements


Practice Development:

  • Assist in identifying & developing reusable assets and templates for the practice

Conduct internal training sessions or webinars for educating the practice for new technologies or best practices




  • Experience working in the Financial Services industry or with Financial Services clients such as retail & commercial banks, mortgage issuers, insurance carriers, asset management firms, private equity, etc…
  • Deep understanding of common business processes
  • Enjoys discovering, learning about, and implementing new technologies
  • Service-oriented and innately driven to produce outstanding client satisfaction and results
  • Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies
  • Outstanding communication skills with both the internal team and clients
  • Proficient writing skills for producing functional specifications documentation
  • Analytical and prone to work through problems logically and methodically
  • Experience creating business cases, business process diagrams, wireframes, and other project documentation
  • Experience designing & implementing on the Salesforce platform including: Lightning, Process Builder, Flow and other standard and advanced Salesforce automation tools
  • Understanding of Salesforce functionality including Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud (Communities)
  • 3+ years working as a consultant or in a client-side role in an advisory capacity

Desired Certifications & Accreditations


  • Salesforce Financial Services Cloud Accreditation
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant

To apply for this job email your details to

Anshuman Sinha

I am an Entrepreneur and Angel Investor. Board Member of TiE SoCal Angels Fund, and CEO @ Optizm Global, the executive search firm. We are a Right Fit Recruitment & Placement Agency.

I'm the Co-Founder of "StartupSteroid" the platform to connect founders with investors.

I am also the President of TiE SoCal, a non-profit, global community welcoming entrepreneurs from all over the world. We believe in the power of ideas to change the face of entrepreneurship and growing business through our five pillars: Mentoring, networking, Education, Incubating, and Funding. Our presence is in 14 countries with 62 chapters, 15K members, and 3K Investors & Mentors As an Angel Investor I look for Business Plan, Cashflow, Core Team, Board of Advisors, Secure IP, Quality Investors, Monetization Models, USP, Scalability, Strong Returns, Growth Market, and Board Role.