Lead Salesforce Technical Business Analyst

EPAM Systems is a global technology and consulting company committed to delivering innovative solutions and supporting employee growth. The Lead Salesforce Technical Business Analyst will design and deliver Salesforce Financial Services Cloud solutions for wealth management, translating stakeholder requirements into scalable functionality. The role will lead requirements analysis, backlog management, workshops, solution alignment, and regulatory compliance efforts across business and technology teams.

Responsibilities:

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
• Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
• Identify and navigate technical constraints, proposing pragmatic solutions that balance business value and platform limitations
• Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
• Contribute to discovery and continuous improvement efforts, validating assumptions and refining solutions based on user feedback
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management

Requirements:

• 5+ years of experience as a Salesforce Technical Business Analyst, with strong knowledge of Salesforce Financial Services Cloud
• Understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations such as KYC and suitability
• Strong technical acumen across Salesforce data model, automation, integrations, and APIs, along with declarative vs programmatic solutions
• Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications
• Ability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams
• Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies
• Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders