Salesforce Business Analyst

Job Description

Support the Product Owner directly with Salesforce backlog management

Refine, document, and maintain user stories and acceptance criteria

Lead and participate in backlog refinement sessions

Ensure requirements are clearly documented for developers and testers

Perform proactive research and refinement ahead of stakeholder reviews

Coordinate requirements across multiple teams with varying delivery models

Support ongoing enhancements and change initiatives within Salesforce

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Skills and Requirements

Local to Naperville, IL and able to be onsite 2-3 days per week

5+ years of Business Analyst experience (most recent experience most important)

Strong Salesforce experience, including Financial Services Cloud (FSC)

Wealth Management / Wealth Banking domain experience

Hands-on Agile experience

Strong user story writing skills

Clear, detailed acceptance criteria writing experience

Experience supporting large backlogs in an evolving Salesforce environment

Ability to work with global/offshore teams across time zones

Highly detail-oriented, proactive, and organized

Strong communication skills; able to remain neutral during heated discussions Experience working with hybrid Agile / waterfall dependency teams

Exposure to Agile coaching or teams newly adopting Agile

Experience transitioning Salesforce Classic to FSC

Salesforce reporting and metrics experience

Background in large financial institutions