The Role:

• Document functional requirements, user stories, process flows, and acceptance criteria.
• Log, track, and verify defects in the issue-tracking system (e.g., Jira).
• Collaborate with Salesforce developers, Architect and administrators to translate requirements user stories in JIRA
• Produce detailed specifications and mock-ups for business processes, salesforce solutions and integrations/managed packages (e.g., with financial systems, document management)
• Support Agile delivery by prioritizing backlogs along with the product owners
• Track progress, manage risks, and communicate status to stakeholders
• Define and execute UAT and system-integration test plans, validating that delivered functionality aligns with requirements.
• Develop user guides, release notes, and training materials for new Salesforce features and processes working closely with the Project and Change pillar and the Training team.
• Conduct workshops and hands-on training sessions to drive adoption and user proficiency working closely with the training team.
• Support with release readiness reviews and support production deployments

The Person:

• Relevant Salesforce Certifications
• Experience in a Business Analyst role with Salesforce tools
• Experience operating within Agile/Scrum methodologies
• Experience working within the finance industry or with finance features would be a benefit
• Familiarity with project management tools including JIRA/Confluence and Miro
• Ability to understand user requirements and processes and identify potential issues during testing
• Strong evidence of stakeholder management around Salesforce best practice while capturing requirement
• Excellent communication and stakeholder-management skills, able to liaise effectively with legal and technical teams
• Strong analytical, problem-solving, and documentation skills.

Company Core Values:

• Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
• Integrate: Bring together people and systems into a cohesive force
• Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
• Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage