Salesforce Business Analyst

About the role

Join a collaborative team driving Salesforce-powered transformation in the wealth management space. You will work directly with an experienced internal lead to deliver against an active backlog of high-impact Salesforce Financial Services Cloud work — with the autonomy to shape solutions and the support of a tight-knit team.

Responsibilities

• Partner directly with the internal lead to work through and deliver against the existing Salesforce backlog.
• Design, configure, and implement solutions on Salesforce Financial Services Cloud to support wealth management business processes.
• Translate business requirements into well-architected Salesforce configurations and customizations.
• Support data models, workflows, automation, and reporting tailored to wealth-management use cases (client/household relationships, financial accounts, goals, opportunities, referrals).
• Collaborate with business stakeholders to clarify requirements, demo solutions, and iterate based on feedback.
• Contribute to backlog grooming, story refinement, estimation, and sprint planning.

Requirements

• In-depth, hands-on experience with Salesforce Financial Services Cloud
• Strong Wealth Management domain knowledge in a Salesforce context
• Familiarity with Salesforce data modeling, Flow, security, and Lightning App Builder
• Ability to be on-site in Naperville 2–3 days per week
• Strong communication skills and ability to work directly with an internal lead
• Experience integrating Salesforce with custodial / portfolio / financial planning systems

Qualifications

• To Be Successful In This Role
• In-depth, hands-on experience with Salesforce Financial Services Cloud
• Strong Wealth Management domain knowledge in a Salesforce context
• Familiarity with Salesforce data modeling, Flow, security, and Lightning App Builder
• Ability to be on-site in Naperville 2–3 days per week
• Strong communication skills and ability to work directly with an internal lead
• Experience integrating Salesforce with custodial / portfolio / financial planning systems

Skills

• Strong communication skills
• Ability to work directly with an internal lead
• Experience integrating Salesforce with custodial / portfolio / financial planning systems

Benefits

• Comprehensive medical, dental, and vision benefits
• Basic life and accidental death & dismemberment insurance
• Matching contributions through 401(k) plan, and CGI share purchase plan
• Paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service
• 10 paid holidays per year
• At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)
• Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws
• Paid bereavement leave, ranging from 1 to 7 days per year based on relationship
• Paid jury duty leave, up to time summoned
• Learning opportunities and tuition assistance
• Wellness and Well-being programs

Pay

A reasonable estimate of the current range for this role in the U.S. is $79,600 - $153,300. Competitive compensation including profit participation program

Schedule

Flexible, with a balanced hybrid schedule