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Salesforce Business Systems Analyst

Category: Business Analysis (functional and technical)

Main location: United States, Remote

Position ID:J1026-0144

Employment Type: Full Time

Position Description:

Join a Salesforce Financial Services Cloud team supporting banking and wealth management clients. You'll partner with Salesforce Product Owners and the technical delivery team - conducting research, documentation, and validation work that informs the solutions our Lead Developers and Architects design and build. This is a great opportunity to deepen your financial services domain expertise while working in a collaborative Agile delivery environment with strong growth potential.

Your future duties and responsibilities:

. Partner with Salesforce Product Owners to gather and document business requirements for client onboarding, household/relationship management, portfolio tracking, and advisory workflows, drawing on input from wealth advisors, relationship managers, and operations teams.
. Translate business needs into detailed functional specifications, user stories, and process flows for the Lead Developers and Architects to design and build.
. Conduct gap analysis between current state processes and desired future state capabilities within FSC, and document findings for the technical delivery team.
. Research and document configuration requirements for Salesforce FSC objects (Households, Financial Accounts, Financial Goals, Relationship Groups, Client/Person Accounts) for the Lead Developers and Architects to implement.
. Research and document complex client relationship scenarios (households, trusts, beneficiaries, joint accounts) to inform data models designed by the Architecture team using FSC's relationship and role frameworks.
. Document requirements for Action Plans, Lightning flows, and automation to streamline client onboarding, KYC/AML checks, and advisory review cycles, for the technical team to configure.
. Support architects/developers by researching and validating requirements for custom objects, Apex, and integrations where out of the box FSC functionality falls short.
. Research and document legacy CRM or core banking system data to support data mapping and migration strategies defined by the Architecture team.
. Research requirements and support integrations between Salesforce and core banking platforms, portfolio management systems, custodial platforms, and financial planning tools (e.g., via MuleSoft or middleware).
. Support data integrity and governance efforts by researching, reviewing, and validating client and account records against data governance standards.
. Research and validate that system configurations align with regulatory requirements (KYC, AML, SEC/FINRA, GDPR/privacy where applicable), flagging gaps to the technical delivery team.
. Collaborate with compliance and risk teams to document audit trail, disclosure, and suitability tracking requirements for the technical team to build into workflows.
. Support documentation needed for internal/external audits related to CRM data and processes.
. Support the dedicated testing team by validating use cases and reviewing test evidence in lower environments for Product Owner approval.
. Support validation efforts post deployment in a PROD environment, when allowed, to confirm configured solutions meet business requirements.
. Support the Salesforce Product Owners and technical delivery team throughout the project lifecycle; Product Owners serve as the liaison to front office, operations, and compliance.
. Facilitate workshops, demos, and training sessions for end users (advisors, RMs, support staff).
. Research and report on post go live issues to inform enhancement recommendations from the technical delivery team.
. Participate in Agile/Scrum ceremonies (backlog grooming, sprint planning, retrospectives) in support of the Salesforce Product Owners.
. Support change request documentation and backlog research for the Product Owners, and help track delivery against roadmap.

Required qualifications to be successful in this role:

. Salesforce Financial Services Cloud Accredited Professional Certification is required to be considered for this role.
. 8+ years as a Business Systems Analyst, with direct experience in banking and/or wealth management firms is required to be considered for this role.
. Strong understanding of wealth management workflows (client onboarding, portfolio/account management, advisory processes) and banking operations.
. Familiarity with regulatory frameworks relevant to financial services (KYC, AML, FINRA, SEC).
. Strong documentation, process mapping (BPMN/Visio), and requirements gathering skills.
. Experience with Agile delivery methodology.

Nice to Have Skills
. Experience with Salesforce Sales Cloud and/or Service Cloud

Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600.00 - $156,700.00.

CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation including profit participation program
. Comprehensive medical, dental, and vision benefits
. Basic life and accidental death & dismemberment insurance
. Matching contributions through 401(k) plan, and CGI share purchase plan
. Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service
. 10 paid holidays per year
. At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)
. Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws
. Bereavement leave, ranging from 1 to 7 days per year based on relationship.
. Paid jury duty leave, up to time summoned
. Learning opportunities and tuition assistance
. Wellness and Well being programs

For more detailed information about our benefits offerings visit Benefits | CGI Careers

Please note that the benefits listed above are subject to change based on the specific terms and conditions of the contract being supported.

CGI anticipates accepting applications for this position through 2026-11-27. #LI-AH9

Skills:

• Agile
• Business Analysis
• Compliance
• Service Cloud
• Wealth Management
• Salesforce Integration