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Lead Salesforce Business Analyst (Financial Services) - job post

EPAM Systems, Inc.
5/3.8 csillag
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EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.

We are seeking a Lead Salesforce Business Analyst to join a project focused on the design and delivery of a Salesforce Financial Services Cloud (FSC) solution to support and enhance wealth management business processes. The role requires navigating complex stakeholder environments across front-office, advisory, and operations teams, ensuring requirements are translated into scalable Salesforce solutions aligned to regulatory and client-centric outcomes.

Responsibilities

  • Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
  • Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
  • Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
  • Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
  • Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
  • Identify and navigate technical constraints, proposing pragmatic solutions that balance business value and platform limitations
  • Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
  • Contribute to discovery and continuous improvement efforts, validating assumptions and refining solutions based on user feedback
  • Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management

Requirements

  • 5+ years of experience as a Salesforce Technical Business Analyst, with strong knowledge of Salesforce Financial Services Cloud
  • At least 1 year of relevant leadership experience
  • Deep understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations (e.g., KYC, suitability)
  • Strong technical acumen across Salesforce capabilities (data model, automation, integrations, APIs, and declarative vs programmatic solutions)
  • Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications
  • Ability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams
  • Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies
  • Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders
  • Advanced English proficiency (C1 level)

We offer

  • Dynamic, entrepreneurial corporate environment
  • Diverse multicultural, multi-functional, and multilingual work environment
  • Opportunities for personal and career growth in a progressive industry
  • Global scope, international projects
  • Widespread training and development opportunities
  • Access to LinkedIn Learning solutions
  • Competitive salary and various benefits
  • Advanced wellbeing and CSR programs, recreation area

Do you know someone interested in starting a career in IT? Share our EPAM Campus programs with them, where they can enhance their knowledge in various fields online, free of charge.

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