Business Analyst

We are seeking a Business Analyst for a contract position (6+ months) based remotely. This role offers the opportunity to drive business value through requirements analysis, solution design, and implementation support for Salesforce and nCino platforms in a financial services context.

• Collaborate with business units to understand workflows, challenges, and strategic objectives through discovery sessions, interviews, workshops, and process mapping exercises.
• Document functional and technical requirements, user stories, acceptance criteria, and process flows.
• Analyze existing business processes and recommend improvements leveraging Salesforce and nCino capabilities.
• Translate requirements into well-defined solution designs using Salesforce and nCino best practices.
• Partner with Salesforce administrators, developers, and nCino configuration teams to build and refine system functionality.
• Configure Salesforce and nCino components when appropriate, including page layouts, fields, validation rules, and workflow rules.
• Support integration efforts across core banking systems and third-party applications.
• Develop test plans, test cases, and testing scenarios for enhancements and new features.
• Participate in UAT facilitation, defect tracking, and validation for Salesforce and nCino releases.
• Ensure deliverables meet business requirements and comply with regulatory or audit expectations.
• Act as a liaison between technology, operations, product teams, and external vendors.
• Provide project updates, status tracking, and risk identification to project managers or leadership.
• Support change management activities, training sessions, and rollout communications.
• Assist with data quality initiatives, including cleansing, migration, mapping, and validation.
• Support reporting needs using Salesforce reports, dashboards, and data models.
• Ensure solutions align with compliance, security, risk, and governance standards.

• Required
  • 5-7+ years of business analysis experience, preferably in financial services or fintech.
  • Hands-on experience working with Salesforce CRM (Service Cloud, Sales Cloud, or Financial Services Cloud).
  • Strong working knowledge of nCino - especially modules such as Commercial Loan Origination or Portfolio Management.
  • Ability to create user stories, process flows, and functional requirements using tools such as Visio, Lucidchart, or Miro.
  • Familiarity with Agile/Scrum methodologies.
  • Excellent communication, problem-solving, and stakeholder engagement skills.
  • Strong analytical thinking and attention to detail.
  • Ability to adapt to a fast-paced environment with changing priorities.
  • Proven ability to build strong working relationships across technical and non-technical teams.
  • Proactive mindset with a focus on delivering business value.
• Preferred
  • Salesforce certifications (e.g., Admin, Business Analyst, Platform App Builder).
  • nCino certifications or implementation experience with a certified partner.
  • Background in banking processes such as credit underwriting, loan origination, onboarding, KYC, and operations.
  • Experience with data tools such as SOQL, Salesforce Data Loader, SQL, and ETL platforms.
  • Understanding of APIs, system integrations, and middleware platforms.