The Role
The Business Systems Analyst will translate business requirements into Salesforce solutions, support banking operations, and enhance user adoption while ensuring compliance. Key tasks include stakeholder collaboration, process mapping, and facilitating Salesforce updates.
Summary Generated by Built In
Job Summary:
Techstra is seeking an experienced Business Systems Analyst (BSA) with in-depth knowledge of the Salesforce platform to support our banking operations. The ideal candidate will serve as a critical link between business units and the IT department, responsible for translating business requirements into Salesforce solutions, ensuring that the platform supports strategic goals such as customer relationship management (CRM), sales enablement, and regulatory compliance.Key Responsibilities:
At Techstra Solutions, we help top companies and brands achieve the business value of Digital and Talent Transformation. We believe there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. It differentiates us. Our approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey.
We are experts in transformation, business strategy, technology, innovation, and human capital management. We deliver our expertise through client consulting, innovative staffing solutions and software development. From strategy through implementation, we are dedicated to bringing our clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results.
Techstra is seeking an experienced Business Systems Analyst (BSA) with in-depth knowledge of the Salesforce platform to support our banking operations. The ideal candidate will serve as a critical link between business units and the IT department, responsible for translating business requirements into Salesforce solutions, ensuring that the platform supports strategic goals such as customer relationship management (CRM), sales enablement, and regulatory compliance.Key Responsibilities:
- Collaborate with business stakeholders (Retail Banking, Commercial Banking, Wealth Management, etc.) to gather, analyze, and document business and functional requirements for Salesforce implementations.
- Act as a liaison between business users and Salesforce technical teams (developers, admins, architects).
- Translate business needs into user stories, use cases, process flows, and functional specifications.
- Support Salesforce configuration, customization, testing, and deployment across multiple banking departments.
- Analyze and map existing processes; recommend improvements and automation using Salesforce.
- Ensure data integrity, governance, and compliance (including KYC, AML, and other regulatory frameworks).
- Support change management, training, and user adoption activities.
- Assist in managing Salesforce platform updates, releases, and enhancements.
- Work closely with QA and UAT teams to develop test plans, validate results, and ensure high-quality solutions.
- Bachelor’s degree in Business Administration, Computer Science, Information Systems, or related field.
- 3–5+ years of experience as a Business Systems Analyst, including at least 2 years working directly with Salesforce (Sales Cloud, Service Cloud, or Financial Services Cloud preferred).
- Strong understanding of banking operations, customer onboarding, sales workflows, and compliance processes.
- Proven experience translating business requirements into technical solutions.
- Experience with tools such as Jira, Confluence, Lucidchart, or Visio.
- Familiarity with Agile/Scrum methodologies.
- Excellent communication and interpersonal skills; ability to interface with stakeholders at all levels.
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, or Platform App Builder).
- Experience with Financial Services Cloud (FSC).
- Prior experience in the banking or financial services industry.
- Understanding of data privacy, compliance, and regulatory requirements in banking
- Hybrid or remote work flexibility (depending on company policy).
- Fast-paced, collaborative environment within a regulated industry.
- Cross-functional interaction with teams including Compliance, Operations, Risk, IT, and Frontline Sales.
- Troubleshoot platform issues and escalate when needed.
At Techstra Solutions, we help top companies and brands achieve the business value of Digital and Talent Transformation. We believe there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. It differentiates us. Our approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey.
We are experts in transformation, business strategy, technology, innovation, and human capital management. We deliver our expertise through client consulting, innovative staffing solutions and software development. From strategy through implementation, we are dedicated to bringing our clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results.
Top Skills
Agile
Confluence
Financial Services Cloud
JIRA
Lucidchart
Sales Cloud
Salesforce
Scrum
Service Cloud
Visio
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The Company
What We Do
Techstra Solutions is a certified woman-owned consulting firm that provides strategy, technology and implementation support to large organizations undergoing digital and talent transformation. The rapid pace of technology innovation required to remain competitive, juxtaposed with the slow rate of change in many organizations, causes most to struggle.
To be successful companies must drive new ways of working including the use of technology/analytics and new skillsets (hard/soft) deep into their culture so that they are able to rapidly and continuously react to change. They must also apply new approaches that empower their employees, ensuring its sustainability.
At Techstra Solutions we focus on four key areas, otherwise known as the 4 A’s: Automation (Robotic Process Automation (RPA)/Intelligent Automation), Analytics (Reporting/Analytics/AI/ML), Application Modernization (Cloud, Mobility, etc), and Agile-based solutions (DevOps).
