Role: Salesforce BSA
Location: Plano, TX
Duration: 9 Months
Must Have Skills –
Skill 1 – Yrs of Exp – Salesforce BSA
Skill 2 – Yrs of Exp – financial domain experience
Key ResponsibilitiesPartner 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. Analyze 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 & QualificationsBachelor’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
Contact Information
Email: geetu@spiceorb.com
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