Salesforce Technical BA
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Job Description
Salesforce Technical BA
• Location- Plano, TX• Onsite Requirement- Yes• Number of days onsite- 5 days a week• If Onsite Office Address Toyota Financial Services (Toyota Motor Credit Corporation), 6565 Headquarters Drive, Plano, TX 75024
Must Have Skills Skill 1 Yrs of Exp Salesforce BSA Skill 2 Yrs of Exp financial domain experience
Experience:
- 3+ Key Responsibilities Partner with key business stakeholders (Finance, Lending, Leasing, Customer Service, Dealer Services, Digital Channels) to gather and document business and technical requirements. Translate business requirements into Salesforce functional specifications, user stories, and acceptance criteria.
- Support solution design and implementation across Salesforce platforms such as Sales Cloud, Service Cloud, Experience Cloud, and integrated financial systems.
- Analyse and document end-to-end processes related to loan origination, credit decisioning, customer onboarding, servicing, collections, and dealer interactions.
- Work closely with Salesforce Architects, Developers, and QA teams to ensure solutions align with architecture standards and Salesforce best practices. Support data mapping, system integrations, and API-based interactions with core financial systems, dealer management systems (DMS), and third 'party platforms. Participate in Agile ceremonies including sprint planning, backlog grooming, reviews, and retrospectives. Support testing activities including UAT planning, test case creation, defect triage, and validation. Ensure solutions comply with financial services regulations, data privacy, and security standards. Assist with release planning, change management, documentation, and post deployment support.
• Required Skills & Qualifications• Bachelor's degree in business, Information Systems, Computer Science, or a related field.• 3+ years of experience as a Business Analyst with Salesforce implementation experience.• Strong hands-on knowledge of Salesforce: Data model and security model Flows, workflows, validation rules Reports and dashboards• Experience working in financial services, automotive finance, banking, or lending domains. Familiarity with loan, lease, and customer lifecycle processes.• Experience working in Agile / Scrum delivery models.
Strong documentation skills (BRD, FRD, user stories, process flows). Excellent communication and stakeholder management skills.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
