Job Title: Salesforce Business Systems Analsyst

Location: Toronto, ON (Hybrid: 4 days in office per week)

Position Type: Full-Time

About the Role

We are seeking a highly analytical and communicative Salesforce Business Systems Analyst to serve as the critical bridge between our lending business units and our Salesforce technical team. In this role, you will leverage your deep understanding of lending processes and strong Salesforce platform knowledge to translate complex business needs into scalable technical solutions. You will collaborate closely with developers, product managers, and business stakeholders to optimize our lending operations on the Salesforce platform.

Key Responsibilities

• Requirements Gathering & Analysis: Lead discovery sessions to elicit, document, and prioritize business requirements from cross-functional stakeholders in the lending space.
• Stakeholder Collaboration: Act as the primary liaison between business units (underwriting, loan operations, sales) and the Salesforce development team, ensuring alignment on technical deliverables.
• Solution Design: Translate business processes and lending workflows into detailed functional specifications, user stories, and acceptance criteria for Salesforce enhancements.
• Process Mapping: Map current state versus future state business processes, identifying areas for automation and efficiency improvements within the loan lifecycle.
• Testing & UAT: Coordinate and execute User Acceptance Testing (UAT) to ensure delivered Salesforce solutions meet business expectations and regulatory requirements.
• Platform Advocacy: Provide strong functional knowledge of standard Salesforce capabilities to guide stakeholders toward out-of-the-box solutions before resorting to custom development.

Core Qualifications

• Experience: 3+ years of experience as a Business Systems Analyst, Business Analyst, or similar role within the Salesforce ecosystem.
• Salesforce Expertise: Deep functional understanding of the Salesforce platform (data architecture, security models, standard objects, declarative automation like Flows).
• Lending Domain Knowledge: Proven experience in the lending industry (e.g., commercial lending, retail banking, mortgage origination, or loan servicing). You must understand the loan lifecycle.
• Communication Skills: Exceptional ability to communicate technical concepts to non-technical stakeholders and business requirements to technical developers.
• Agile Methodology: Experience working in Agile/Scrum environments, managing backlogs, and writing clear user stories.

Nice to Have (Preferred)

• nCino Functional Knowledge: Familiarity with the nCino Bank Operating System UI and standard workflows is a strong plus, but not required.
• Salesforce Certifications: Salesforce Administrator, Salesforce Business Analyst, or Financial Services Cloud (FSC) Accreditations.