Sr Business Analyst

Must-haves

· 7+ years of experience as a Business Analyst, with at least 3 years focused on digital platforms in financial services.

· Hands-on experience documenting requirements and configurations for Salesforce Experience Cloud and/or Service Cloud.

· Exceptional technical writing skills with proven ability to produce clear and structured documentation (e.g., BRDs, user stories, data maps, wireframes).

· Experience working on platforms that include user authentication, secure data workflows, and client-facing UIs.

· Strong understanding of Agile delivery processes, sprint cycles, and stakeholder alignment practices.

· Excellent communication and collaboration skills; comfortable leading working sessions and stakeholder interviews.

· Familiarity with tools such as Jira, Confluence, Lucidchart, and Salesforce setup/config interfaces.

Plusses:

- Experience working with Salesforce Data Cloud, Marketing Cloud, or integrated customer data platforms (CDPs).

- Understanding of API integrations and ability to work with technical teams on API documentation.

- Background in wealth management, private banking, or regulated investment environments.

- Bachelor’s degree in Business, Information Systems, or a related field; CBAP certification a plus.

Day-to-Day

Insight Global is seeking a highly experienced and detail-oriented Senior Business Analyst (BA) to join our Digital Experience Engineering team. The ideal candidate will bring deep expertise in documenting technical requirements and user stories, with hands-on experience working in Salesforce Experience Cloud and Service Cloud environments. This role will serve as a bridge between business stakeholders, designers, engineers, and QA teams to ensure the successful delivery of personalized, secure, and scalable digital experiences for our clients and internal teams.

A strong background in financial services is essential, along with the ability to translate regulatory, operational, and customer experience needs into clear technical documentation and platform configurations.

Key Responsibilities

• Elicit, analyze, and document business and technical requirements for digital client-facing platforms.
• Develop detailed user stories, process flows, wireframes, and data mapping documents.
• Collaborate with engineering, product, and UX teams to ensure requirements are understood and implemented accurately.
• Act as a subject matter expert on Salesforce Experience Cloud and Service Cloud capabilities, configurations, and limitations.
• Support backlog grooming, sprint planning, and QA validation cycles as part of Agile delivery.
• Partner with legal, compliance, and operations teams to ensure regulatory and internal control alignment.
• Coordinate UAT activities, capture feedback, and work with engineering teams on refinement and resolution.
• Provide documentation and reference materials to support end users, QA teams, and knowledge transfer.