Java Technical Lead
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-05-16
Listing for:
ClifyX
Full Time
position Listed on 2026-05-16
Job specializations:
-
IT/Tech
Data Analyst, IT Business Analyst, Business Systems/ Tech Analyst
Job Description & How to Apply Below
Role:
Lead Business Analyst _ Salesforce FSC & Agentforce
Hire Type:
Full Time
8 - 10 years of experience
Job Description Must Have Technical/Functional Skills- 8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role
- Strong hands-on experience with Salesforce Financial Services Cloud (FSC)
- Strong hands-on experience with Salesforce Service Cloud and agent workflows
- Deep understanding of financial services / lending / mortgage business processes
- Proven experience working in Agile / Scrum environments
- Strong documentation skills (BRDs, user stories, process maps, use cases)
- Excellent stakeholder management and communication skills
- Experience with AI-enabled service models, chatbots, or intelligent case routing
- Exposure to Salesforce Omni-Channel, Chat/Messaging, or Contact Center integrations
- Experience supporting member-facing or customer-facing platforms
- Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred)
- Lead end-to-end business analysis activities for Salesforce-based initiatives, including discovery, requirements elicitation, and solution alignment
- Act as the primary BA lead for Financial Services Cloud (FSC) implementations across Lending / Mortgage / Member Services
- Define and document business requirements, user stories, process flows, and acceptance criteria aligned to Agentforce-enabled service models
- Collaborate with product owners, architects, and development teams to translate business needs into scalable Salesforce solutions
- Drive adoption and optimization of Agentforce capabilities for AI-assisted agent workflows, case handling, member interactions, and productivity improvements
- Work closely with UX, Salesforce developers, and integration teams to ensure seamless end-to-end experiences
- Support release planning, sprint execution, UAT coordination, and stakeholder sign-offs
- Identify gaps, risks, and improvement opportunities and proactively recommend automation and AI-driven enhancements
- Act as a trusted advisor to business stakeholders and provide thought leadership on Salesforce and AI-enabled service transformation
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