Salesforce Business Systems Analyst

Salesforce Business Systems Analyst

Position Description

Make an impact like never before.

We're growing rapidly and are looking for a Business Systems Analyst.

This role can be worked remotely anywhere in the United States.

We're a close knit team that has access to global resources. You'll have the opportunity to explore a wide range of industries, technologies, and geographies, all while enjoying the personal touch that our local operating approach offers.

Growth at CGI is driven by your goals, so if you're looking for an inclusive place where you're empowered to chart your own path, then we'd love to meet you.

Join a Salesforce Financial Services Cloud team supporting banking and wealth management clients. You'll partner with Salesforce Product Owners and the technical delivery team – conducting research, documentation, and validation work that informs the solutions our Lead Developers and Architects design and build. This is a great opportunity to deepen your financial services domain expertise while working in a collaborative Agile delivery environment with strong growth potential.

Your future duties and responsibilities

. Partner with Salesforce Product Owners to gather and document business requirements for client onboarding, household/relationship management, portfolio tracking, and advisory workflows, drawing on input from wealth advisors, relationship managers, and operations teams.

. Translate business needs into detailed functional specifications, user stories, and process flows for the Lead Developers and Architects to design and build.

. Conduct gap analysis between current state processes and desired future state capabilities within FSC, and document findings for the technical delivery team.

. Research and document configuration requirements for Salesforce FSC objects (Households, Financial Accounts, Financial Goals, Relationship Groups, Client/Person Accounts) for the Lead Developers and Architects to implement.

. Research and document complex client relationship scenarios (households, trusts, beneficiaries, joint accounts) to inform data models designed by the Architecture team using FSC's relationship and role frameworks.

. Document requirements for Action Plans, Lightning flows, and automation to streamline client onboarding, KYC/AML checks, and advisory review cycles, for the technical team to configure.

. Support architects/developers by researching and validating requirements for custom objects, Apex, and integrations where out of the box FSC functionality falls short.

. Research and document legacy CRM or core banking system data to support data mapping and migration strategies defined by the Architecture team.

. Research requirements and support integrations between Salesforce and core banking platforms, portfolio management systems, custodial platforms, and financial planning tools (e.g., via MuleSoft or middleware).

. Support data integrity and governance efforts by researching, reviewing, and validating client and account records against data governance standards.

. Research and validate that system configurations align with regulatory requirements (KYC, AML, SEC/FINRA, GDPR/privacy where applicable), flagging gaps to the technical delivery team.

. Collaborate with compliance and risk teams to document audit trail, disclosure, and suitability tracking requirements for the technical team to build into workflows.

. Support documentation needed for internal/external audits related to CRM data and processes.

. Support the dedicated testing team by validating use cases and reviewing test evidence in lower environments for Product Owner approval.

. Support validation efforts post deployment in a PROD environment, when allowed, to confirm configured solutions meet business requirements.

. Support the Salesforce Product Owners and technical delivery team throughout the project lifecycle; Product Owners serve as the liaison to front office, operations, and compliance.

. Facilitate workshops, demos, and training sessions for end users (advisors, RMs, support staff).

. Research and report on post go live issues to inform enhancement recommendations from the technical delivery team.

. Participate in Agile/Scrum ceremonies (backlog grooming, sprint planning, retrospectives) in support of the Salesforce Product Owners.

. Support change request documentation and backlog research for the Product Owners, and help track delivery against roadmap.

Required qualifications to be successful in this role

. Salesforce Financial Services Cloud Accredited Professional Certification is required to be considered for this role.

. 8+ years as a Business Systems Analyst, with direct experience in banking and/or wealth management firms is required to be considered for this role.

. Strong understanding of wealth management workflows (client onboarding, portfolio/account management, advisory processes) and banking operations.

. Familiarity with regulatory frameworks relevant to financial services (KYC, AML, FINRA, SEC).

. Strong documentation, process mapping (BPMN/Visio), and requirements gathering skills.

. Experience with Agile delivery methodology.

Nice to Have Skills

. Experience with Salesforce Sales Cloud and/or Service Cloud

Other Information:

CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $79,600.00 - $156,700.00.

CGI's benefits are offered to eligible professionals on their first day of employment to include:

. Competitive compensation including profit participation program

. Comprehensive medical, dental, and vision benefits

. Basic life and accidental death & dismemberment insurance

. Matching contributions through 401(k) plan, and CGI share purchase plan

. Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service

. 10 paid holidays per year

. At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)

. Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws

. Bereavement leave, ranging from 1 to 7 days per year based on relationship.

. Paid jury duty leave, up to time summoned

. Learning opportunities and tuition assistance

. Wellness and Well being programs

For more detailed information about our benefits offerings visit Benefits | CGI Careers

Please note that the benefits listed above are subject to change based on the specific terms and conditions of the contract being supported.

CGI anticipates accepting applications for this position through 2026-11-27. #LI-AH9

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.

Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.

CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at [email protected] . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.

We make it easy to translate military experience and skills! Click here (https://cgi-veterans.jobs/) to be directed to our site that is dedicated to veterans and transitioning service members.

All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.

CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI’s legal duty to furnish information.