Salesforce Senior Business Analyst & Administrator (Fintech)

TL;DR

Salesforce Senior Business Analyst & Administrator (Salesforce/Fintech): Bridging business intent and technical delivery for the B2B Scores business by migrating siloed tools to an enterprise Salesforce instance with an accent on AI-powered automation and agentic workflows. Focus on designing well-architected Salesforce solutions, managing the migration of go-to-market motions, and implementing AI-assisted discovery and documentation.

Location: Remote (United States)

Salary: $96,600 – $151,800

Company

Leading global analytics software company specializing in Big Data, AI, and credit scoring.

What you will do

• Partner with the Scores Product Owner to translate business needs into clear, well-architected Salesforce requirements and solution designs.
• Lead the migration of the B2B go-to-market motion from siloed tools onto a shared, governed enterprise Salesforce instance.
• Identify and design AI-powered automation and agentic workflows within Salesforce, leveraging tools like Agentforce.
• Refine user stories and acceptance criteria to ensure all requirements are build-ready for the development team.
• Direct the testing strategy, including test plans, system integration, regression testing, and user acceptance testing (UAT).
• Provide ongoing production support and manage the enhancement and defect backlog post-go-live.

Requirements

• Extensive experience in Salesforce business analysis, consulting, and administration across core CRM capabilities.
• Proven ability to design enterprise solutions involving custom objects, flows, and complex data structures.
• Professional experience using AI tools such as Claude, Copilot, or ChatGPT for business analysis and documentation.
• Proficiency in Agile methodologies and experience authoring user stories in Jira.
• Strong knowledge of data governance, internal controls, process compliance, and permission security.
• Must be based in the United States.

Nice to have

• Direct experience in the credit scoring or credit bureau industry (e.g., Equifax, Experian, TransUnion).
• Familiarity with royalty-based, multi-channel revenue models.
• Salesforce certifications such as Platform Administrator, Platform App Builder, or Agentforce Specialist.

Culture & Benefits

• Inclusive culture emphasizing ownership, customer delight, and mutual respect.
• Highly competitive compensation and comprehensive rewards programs.
• People-first work environment prioritizing work-life balance.
• Access to employee resource groups and social events to promote camaraderie.
• Opportunity to work with cutting-edge Big Data analytics and AI technologies.