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Salesforce Financial Services Cloud Business Analyst

Salesforce Financial Services Cloud Business Analyst

Hybrid

Toronto, Canada

Senior

Freelance

24-02-2026

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Skills

Salesforce Organization Agile

Job Specifications

Required Skills & Experience

- 7+ years of experience as a Business Analyst working in Insurance domains ideally, and Wealth Management or Financial services - 5+ years of experience with Salesforce Financial Services Cloud (FSC) - Strong experience working on Salesforce implementations or enhancements - Solid understanding of front‑office financial services workflows - Experience working in hybrid delivery environments in Agile and Waterfall

Nice to Have Skills & Experience

- Salesforce Certifications

Job Description

Insight Global is hiring a Senior Business Analyst with deep Salesforce Financial Services Cloud (FSC) experience, ideally with an insurance domain background. This individual will be the first dedicated Salesforce BA on the team and will play a key role partnering with the business organization and the Salesforce technology team. This role supports initiatives across client onboarding, account and portfolio views, and integration, with increasing exposure to AI‑driven capabilities. Key Responsibilities - Serve as the lead Business Analyst for Salesforce FSC initiatives - Gather and document functional and non‑functional requirements - Translate business needs into Salesforce‑aligned user stories and configurations - Support Salesforce solutions across: - Client onboarding - Account and portfolio management - Integration with retail platforms - Act as a key liaison between business, Salesforce technology teams, and vendors - Support delivery in a hybrid Agile/Waterfall environment - Participate in sprint planning, backlog refinement, UAT, and stakeholder demos

About the Company

Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our tea... Know more