Salesforce Lead Business Analyst (Fintech)

TL;DR

Salesforce Lead Business Analyst (Fintech): Owns business analysis, stakeholder alignment, and basic team leadership on a customer‑facing Salesforce program for an online pharmacy, translating complex HLS workflows into clear, testable requirements. Focus on software requirements validation, UAT, and ensuring delivery quality while guiding a small BA/QA pod.

Location: Primary onsite or remote with periodic travel in USA

Company

hirify.global is a company delivering services.

What you will do

• Elicit, document, and manage user stories, acceptance criteria, and process maps across contact‑center, prescription intake, benefits verification, refills, and case management.
• Establish RTM and coverage from business requirements to functional/non‑functional tests, ensuring scope clarity and change control for Salesforce features.
• Plan and run UAT; define entry/exit criteria; coordinate defect triage; prepare go/no‑go packets and business sign‑off.
• Maintain standards, templates, and definition‑of‑done across BA/QA deliverables; review story quality, test coverage, and evidence for auditability.
• Facilitate workshops/playbacks; align pharmacists/ops, care teams, IT, and compliance; escalate trade‑offs in simplicity, usability, risk, and maintainability.
• Provide day‑to‑day direction to testers and developers; coach on backlog hygiene, story slicing, and stakeholder communication; coordinate with PM/Scrum Master.

Requirements

• 7+ years in Business Analysis / Product Owner roles, including 3+ years on Salesforce programs.
• Proven experience validating software requirements, setting RTM, and driving UAT for Salesforce.
• Hands‑on with Service Cloud contact‑center workflows and Health Cloud patient/case management; familiarity with Data Cloud concepts.
• Strong facilitation and client‑facing communication; ability to lead small pods and maintain delivery quality standards.

Nice to have

• Salesforce certifications (Business Analyst, Administrator, Platform App Builder); HLS Cloud and Data Cloud credentials a plus.
• Experience specifying and testing Salesforce‑aligned agents (Agentforce), including prompt engineering and guardrail design.
• Experience in working with projects with executives stakeholder visibility
• Exposure to telephony/omni‑channel, accessibility, and performance considerations in customer‑facing programs.

Culture & Benefits

• Agile/Scrum delivery.
• Distributed onshore/nearshore/offshore team.
• Close collaboration with PM/Scrum Master, Architects, and QA Lead.
• Acts as the daily voice to business stakeholders for scope, quality, and release readiness.