Salesforce Financial Cloud Business Analyst

Swoon is actively hiring a Salesforce Financial Cloud Business Analyst to join the team!

What your day-to-day will look like?

• Partner with product owners, wealth management stakeholders, developers, and scrum teams to gather, analyze, and translate complex business requirements into scalable Salesforce Financial Services Cloud (FSC) solutions.
• Lead the creation of detailed user stories, acceptance criteria, and agile documentation to support ongoing Salesforce enhancements, integrations, and enterprise CRM transformation initiatives.
• Act as the primary liaison between business teams and technical delivery teams, ensuring alignment between business objectives, technical requirements, and sprint deliverables.
• Support large-scale client data consolidation and CRM modernization efforts by assisting with data mapping, workflow analysis, and integration activities across multiple financial systems and books of record.
• Participate in agile ceremonies including sprint planning, backlog refinement, story decomposition, and story pointing within a fast-paced 2-week sprint delivery environment.
• Collaborate with cross-functional teams across wealth management, investments, trust services, advisory, and portfolio management functions to improve Salesforce adoption, reporting, relationship management, and operational efficiency.
• Work independently in a high-visibility environment with executive-level stakeholders, providing strategic business analysis support while helping drive process improvements and ongoing Salesforce FSC platform enhancements.

What’s Required / Technical Skills

• 5+ years of Business Analyst experience supporting enterprise-level technology initiatives within complex agile environments.
• 3+ year of hands-on experience working with Salesforce Financial Services Cloud (FSC), including understanding of FSC workflows, client data models, and CRM functionality within financial services organizations.
• Strong banking and wealth management industry experience with knowledge of wealth advisory, investments, trust services, portfolio management, or financial account structures.
• Proven ability to gather, analyze, document, and translate business requirements into technical user stories and actionable agile deliverables.
• Experience working closely with developers, testers, product owners, and scrum teams in agile SDLC environments utilizing sprint planning, backlog refinement, and story decomposition practices.
• Strong understanding of data mapping, integrations, and cross-platform data relationships to support enterprise CRM consolidation and transformation initiatives.
• Excellent communication, stakeholder management, and organizational skills with the ability to operate independently and effectively within fast-paced, high-visibility environments involving executive-level stakeholders.

What else you should know?

Job Title: Salesforce Financial Cloud Business Analyst

Contract – 6-month contract with potential for extension through 202y

Location – Naperville, IL 60563

Hybrid role – 3 days a week on-site

Hourly Rate - $60-$75 an hour

Work Authorization -US Citizen or Permanent Resident Only

What’s Next?

Apply Now!