Business Systems Analyst – Salesforce Platform

Orlando, PA
Full Time
Experienced

Job Summary:
Techstra is seeking an experienced Business Systems Analyst (BSA) with in-depth knowledge of the Salesforce platform to support our banking operations. The ideal candidate will serve as a critical link between business units and the IT department, responsible for translating business requirements into Salesforce solutions, ensuring that the platform supports strategic goals such as customer relationship management (CRM), sales enablement, and regulatory compliance.

Key Responsibilities:
  • Collaborate with business stakeholders (Retail Banking, Commercial Banking, Wealth Management, etc.) to gather, analyze, and document business and functional requirements for Salesforce implementations.
  • Act as a liaison between business users and Salesforce technical teams (developers, admins, architects).
  • Translate business needs into user stories, use cases, process flows, and functional specifications.
  • Support Salesforce configuration, customization, testing, and deployment across multiple banking departments.
  • Analyze and map existing processes; recommend improvements and automation using Salesforce.
  • Ensure data integrity, governance, and compliance (including KYC, AML, and other regulatory frameworks).
  • Support change management, training, and user adoption activities.
  • Assist in managing Salesforce platform updates, releases, and enhancements.
  • Work closely with QA and UAT teams to develop test plans, validate results, and ensure high-quality solutions.
Required Qualifications:
  • Bachelor’s degree in Business Administration, Computer Science, Information Systems, or related field.
  • 3–5+ years of experience as a Business Systems Analyst, including at least 2 years working directly with Salesforce (Sales Cloud, Service Cloud, or Financial Services Cloud preferred).
  • Strong understanding of banking operations, customer onboarding, sales workflows, and compliance processes.
  • Proven experience translating business requirements into technical solutions.
  • Experience with tools such as Jira, Confluence, Lucidchart, or Visio.
  • Familiarity with Agile/Scrum methodologies.
  • Excellent communication and interpersonal skills; ability to interface with stakeholders at all levels.
Preferred Qualifications:
  • Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, or Platform App Builder).
  • Experience with Financial Services Cloud (FSC).
  • Prior experience in the banking or financial services industry.
  • Understanding of data privacy, compliance, and regulatory requirements in banking
Work Environment:
  • Hybrid or remote work flexibility (depending on company policy).
  • Fast-paced, collaborative environment within a regulated industry.
  • Cross-functional interaction with teams including Compliance, Operations, Risk, IT, and Frontline Sales.
  • Troubleshoot platform issues and escalate when needed.


At Techstra Solutions, we help top companies and brands achieve the business value of Digital and Talent Transformation. We believe there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. It differentiates us. Our approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey. 

We are experts in transformation, business strategy, technology, innovation, and human capital management. We deliver our expertise through client consulting, innovative staffing solutions and software development. From strategy through implementation, we are dedicated to bringing our clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results. 

Equal Employment Opportunity Statement

Techstra Solutions is an equal opportunity employer. The Company makes its decisions on merit, and its policy of equal opportunity prohibits discrimination in all phases of the employment process, including, but not limited to, recruitment, hiring, promotion, selection, transfer, demotion, layoff, termination, compensation, benefits, and other terms and conditions of employment. The policy of equal opportunity applies without regard to race, color, creed, religion, gender,, sexual orientation, gender identification, pregnancy, marital status, national origin, ancestry, age, disability that can reasonably be accommodated without undue hardship, military status, veteran status, genetic predisposition or carrier status, alienage or citizenship, domestic partnership status, arrest or conviction record, status as a victim of domestic violence, or any other protected categories under federal, state, or local law. The Company also prohibits discrimination or harassment based upon the perception that a person has, or is associated with a person who has, any of these characteristics.

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