Senior Business Analyst (Salesforce)

CMG Financial is hiring a self-motivated individual who can work with both customers and teammates and consistently deliver excellence. The role involves maintaining and enhancing business software on the Salesforce platform, participating in meetings to clarify and implement project requirements.

Responsibilities:

• Create and maintain the strategic partnership between Business needs and Technology delivery
• Responsible for developing business requirements and related business rules based on Business Group needs
• Work closely with the Business Partner and Business Subject Matter Expert(s) in the definition, testing, training, implementation, and support of functional requirements
• Identify requirements via industry standard analysis techniques such as data flow modeling, workflow analysis, and functional decomposition analysis. The Analyst will solicit requirements through interviews, surveys, workshops, trainings, and/or existing systems documentation or procedures
• Evaluate assigned work items for SDLC readiness and prepare them for developer handoff, including clear, testable acceptance criteria
• Salesforce Marketing Cloud administration experience (campaign setup, journeys, data extensions, and audience management)
• Salesforce Agentforce experience — configuring, deploying, and supporting AI agents and agentic workflows on the Salesforce platform
• Salesforce CRM experience — administering and configuring core Salesforce (Sales/Service Cloud), including objects, flows, permission sets, page layouts, and reports/dashboards supporting Sales, Operations, and Management
• Responsible for training users as well as passing key business product knowledge and understanding to IT Management, Support, and Development teams
• The BA will report to the Product Owner, Salesforce Platform
• In general, the role will include the creation/revision of the following analysis documents and deliverables: Project Plans, Process Maps, Business Requirements, Business Rules, User Stories, User Flows, Acceptance Tests, Training Materials

Requirements:

• Salesforce (Financial Services Cloud) experience
• Hands-on Salesforce Marketing Cloud experience
• Hands-on Salesforce Agentforce experience
• Strong mortgage software support background (4+ Years). LOS, Pricing Engines, Doc Vendors
• Salesforce certifications (e.g., Administrator, Platform App Builder) and hands-on Financial Services Cloud (FSC) configuration experience
• Solid understanding of the latest mortgage compliance measures (LE, CD, LO Comp, TRID, ATR/QM, etc.)
• Strong understanding of mortgage business reporting and workflow for Sales, Operations, and Management
• Strong background working as part of a cohesive IT Team
• Strong technical skills coupled with business intelligence and a deep understanding of mortgage customers' needs so that they can be transformed into application and operational requirements
• Strong verbal and written communication skills. Must be able to communicate effectively and confidently with users, team members and management
• Must be flexible and willing to undertake a wide variety of challenging tasks
• Strong facilitation skills. Must be able to elicit requirements from various personalities across organizational and geographical boundaries
• Proven experience at driving consensus across multiple stakeholders
• Willing and able to travel to company facilities to meet with business groups as needed
• Strong candidate with recent experience in mortgage technology