This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Business Analyst (Salesforce) based in the United States.
Join a collaborative technology team where you'll bridge the gap between business objectives and Salesforce-driven solutions within a fast-paced mortgage technology environment. In this role, you'll work closely with business stakeholders, product owners, and development teams to analyze requirements, optimize workflows, and deliver scalable platform enhancements. You'll play a key role in shaping digital transformation initiatives across Salesforce Financial Services Cloud, Marketing Cloud, and Agentforce while ensuring solutions align with operational and regulatory needs. This is an excellent opportunity for an experienced business analyst who combines strong technical expertise with strategic thinking and enjoys driving innovation through cross-functional collaboration. Your work will directly contribute to improving business processes, user experience, and operational efficiency across the organization.
Accountabilities
- Partner with business stakeholders, subject matter experts, and technology teams to gather, analyze, document, and prioritize functional and technical requirements for Salesforce-based initiatives.
- Translate business needs into clear user stories, business rules, process maps, acceptance criteria, workflow documentation, and other project deliverables that support successful software development and implementation.
- Facilitate workshops, interviews, and requirement-gathering sessions while driving alignment across multiple business units and project stakeholders.
- Support the administration, configuration, and continuous improvement of Salesforce Financial Services Cloud, Salesforce Marketing Cloud, Agentforce, and core Salesforce CRM capabilities.
- Evaluate project readiness, prepare work items for development, coordinate testing activities, and ensure successful implementation through user acceptance testing and production support.
- Deliver end-user training, create training materials, and provide ongoing knowledge transfer to business users, IT support teams, and development teams.
- Collaborate with Product Owners and development teams throughout the software development lifecycle to ensure solutions meet business objectives, regulatory requirements, and quality standards.
Requirements
- Minimum of 4 years of experience supporting mortgage technology platforms, including Loan Origination Systems (LOS), pricing engines, document vendors, or related mortgage software.
- Proven experience as a Business Analyst working with Salesforce, including hands-on configuration and administration of Salesforce Financial Services Cloud.
- Practical experience with Salesforce Marketing Cloud, including campaign management, customer journeys, audience segmentation, and data extensions.
- Experience configuring and supporting Salesforce Agentforce solutions, AI-powered workflows, and intelligent automation.
- Salesforce certifications such as Salesforce Administrator, Platform App Builder, or equivalent credentials are required.
- Strong understanding of mortgage industry operations, regulatory compliance, and lending processes, including TRID, LE, CD, ATR/QM, LO Compensation, and related requirements.
- Excellent analytical, documentation, facilitation, and stakeholder management skills with the ability to build consensus across cross-functional teams.
- Strong verbal and written communication skills with experience presenting technical concepts to business audiences.
- Ability to manage multiple priorities in an agile environment while maintaining attention to detail and delivering high-quality results.
- Willingness to travel occasionally to company locations as business needs require.
Benefits
- Competitive compensation package (salary details available upon request)
- Remote work opportunity for eligible U.S. locations
- Opportunity to work with modern Salesforce technologies, including Financial Services Cloud, Marketing Cloud, and Agentforce
- Career growth within an innovative technology and product organization
- Exposure to large-scale digital transformation and enterprise Salesforce initiatives
- Collaborative, team-oriented work environment with ongoing learning opportunities
- Professional development through hands-on experience with cutting-edge Salesforce and mortgage technology solutions
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.