Business Systems Analyst – Salesforce Platform

Techstra SolutionsOrlando, Florida, United States | Pennsylvania, United StatesRemote, Onsite

Job Summary:Techstra is seeking an experienced Business Systems Analyst (BSA) with in-depth knowledge of the Salesforce platform to support our banking operations. The ideal candidate will serve as a critical link between business units and the IT department, responsible for translating business requirements into Salesforce solutions, ensuring that the platform supports strategic goals such as customer relationship management (CRM), sales enablement, and regulatory compliance.

Key Responsibilities:

Collaborate with business stakeholders (Retail Banking, Commercial Banking, Wealth Management, etc.) to gather, analyze, and document business and functional requirements for Salesforce implementations.
Act as a liaison between business users and Salesforce technical teams (developers, admins, architects).
Translate business needs into user stories, use cases, process flows, and functional specifications.
Support Salesforce configuration, customization, testing, and deployment across multiple banking departments.
Analyze and map existing processes; recommend improvements and automation using Salesforce.
Ensure data integrity, governance, and compliance (including KYC, AML, and other regulatory frameworks).
Support change management, training, and user adoption activities.
Assist in managing Salesforce platform updates, releases, and enhancements.
Work closely with QA and UAT teams to develop test plans, validate results, and ensure high-quality solutions.

Required Qualifications:

Bachelor’s degree in Business Administration, Computer Science, Information Systems, or related field.
3–5+ years of experience as a Business Systems Analyst, including at least 2 years working directly with Salesforce (Sales Cloud, Service Cloud, or Financial Services Cloud preferred).
Strong understanding of banking operations, customer onboarding, sales workflows, and compliance processes.
Proven experience translating business requirements into technical solutions.
Experience with tools such as Jira, Confluence, Lucidchart, or Visio.
Familiarity with Agile/Scrum methodologies.
Excellent communication and interpersonal skills; ability to interface with stakeholders at all levels.

Preferred Qualifications:

Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, or Platform App Builder).
Experience with Financial Services Cloud (FSC).
Prior experience in the banking or financial services industry.
Understanding of data privacy, compliance, and regulatory requirements in banking

Work Environment:

Hybrid or remote work flexibility (depending on company policy).
Fast-paced, collaborative environment within a regulated industry.
Cross-functional interaction with teams including Compliance, Operations, Risk, IT, and Frontline Sales.
Troubleshoot platform issues and escalate when needed.

At Techstra Solutions, we help top companies and brands achieve the business value of Digital and Talent Transformation. We believe there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. It differentiates us. Our approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey. We are experts in transformation, business strategy, technology, innovation, and human capital management. We deliver our expertise through client consulting, innovative staffing solutions and software development. From strategy through implementation, we are dedicated to bringing our clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results.

Equal Employment Opportunity Statement

Techstra Solutions is an equal opportunity employer. The Company makes its decisions on merit, and its policy of equal opportunity prohibits discrimination in all phases of the employment process, including, but not limited to, recruitment, hiring, promotion, selection, transfer, demotion, layoff, termination, compensation, benefits, and other terms and conditions of employment. The policy of equal opportunity applies without regard to race, color, creed, religion, gender,, sexual orientation, gender identification, pregnancy, marital status, national origin, ancestry, age, disability that can reasonably be accommodated without undue hardship, military status, veteran status, genetic predisposition or carrier status, alienage or citizenship, domestic partnership status, arrest or conviction record, status as a victim of domestic violence, or any other protected categories under federal, state, or local law.

The Company also prohibits discrimination or harassment based upon the perception that a person has, or is associated with a person who has, any of these characteristics.

Life at Techstra Solutions

Thrive Here & What We ValueTechstra Solutions is an equal opportunity employer and believes in merit-based decisions. The company prohibits discrimination in all phases of the employment process, including recruitment, hiring, promotion, selection, transfer, demotion, layoff, termination, compensation, benefits, and other terms and conditions of employment. | Techstra Solutions considers the full picture as they guide their clients on this journey. They believe there are three components in successful business transformation: Business Strategy, Technology and Talent.</s> | Techstra Solutions is an equal opportunity employer that prohibits discrimination based on race, color, creed, religion, gender, sexual orientation, gender identification, pregnancy, marital status, national origin, ancestry, age, disability that can reasonably be accommodated without undue hardship, military status, veteran status, genetic predisposition or carrier status, alienage or citizenship, domestic partnership status, arrest or conviction record, status as a victim of domestic violence, or any other protected categories under federal, state, or local law. | Techstra Solutions believes in holistic and all-encompassing approach to business transformation that considers the full picture as they guide clients on this journey. They are experts in transformation, business strategy, technology, innovation, and human capital management.</s> | 1. Emphasis on collaboration and teamwork | 2. Focus on continuous learning and improvement | 3. Commitment to delivering results | 4. Equal opportunity employer | 5. Holistic approach to business transformation</s> | The company delivers its expertise through client consulting, innovative staffing solutions, and software development.</s> | Techstra Solutions is an equal opportunity employer that values meritbased decisions and prohibits discrimination in all phases of the employment process. The company believes in holistic and all-encompassing approaches to business transformation, considering the full picture as they guide clients on this journey. Techstra Solutions delivers world-class business and talent solutions through client consulting, innovative staffing solutions, and software development.</s> | Hybrid or remote work flexibility (depending on company policy) | Fast-paced, collaborative environment within a regulated industry | Cross-functional interaction with teams including Compliance, Operations, Risk, IT, and Frontline Sales | Troubleshoot platform issues and escalate when needed | Equal Employment Opportunity Statement: Techstra Solutions is an equal opportunity employer. The Company makes its decisions on merit, and its policy of equal opportunity prohibits discrimination in all phases of the employment process.</s> | Techstra Solutions is an equal opportunity employer that values meritbased decision making. The company prohibits discrimination in all phases of the employment process, including recruitment, hiring, promotion, selection, transfer, demotion, layoff, termination, compensation, benefits, and other terms and conditions of employment. Techstra Solutions also believes in a holistic approach to business transformation, considering the full picture as they guide clients on this journey. The company delivers its expertise through client consulting, innovative staffing solutions, and software development.</s> | Techstra Solutions values passion, integrity, and a desire to continuously improve | The company is dedicated to bringing clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results | Techstra Solutions believes there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enable companies to take full advantage of opportunities. | The company considers the full picture as it guides clients on this journey through holistic and all-encompassing approaches.</s> | 1. Fastpaced environment with a strong emphasis on cloud-native technologies and innovative BI platforms | 2. Agile culture that embraces agile methodologies | 3. High visibility and executive interaction create opportunities for career advancement | 4. Prestige of joining a globally respected organization known for data innovation | 5. Equal opportunity employer, making decisions based on merit and prohibiting discrimination in all phases of the employment process.</s> | Techstra Solutions is an equal opportunity employer that prohibits discrimination in all phases of the employment process. | The company believes there are three components in successful business transformation: Business Strategy, Technology and Talent. | Techstra Solutions delivers its expertise through client consulting, innovative staffing solutions, and software development.</s> | 1. Agilebased team with cross-functional collaboration | 2. Strategic BI transformation project with high leadership visibility | 3. Cloudfirst architecture and emphasis on scalability and modernization | 4. Collaborative environment with internal stakeholders, technical leads, and business product owners | 5. Equal Employment Opportunity Statement</s> | Techstra Solutions believes there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. | The company considers the full picture as they guide clients on this journey. | The company's approach is holistic and all-encompassing. They consider the full picture as they guide their clients on this journey. | 1. Techstra Solutions is an equal opportunity employer that prohibits discrimination based on race, color, creed, religion, gender, sexual orientation, gender identification, pregnancy, marital status, national origin, ancestry, age, disability that can reasonably be accommodated without undue hardship, military status, veteran status, genetic predisposition or carrier status, alienage or citizenship, domestic partnership status, arrest or conviction record, status as a victim of domestic violence, or any other protected categories under federal, state, or local law. | 2. The company believes in holistic and allencompassing approach to business transformation that considers the full picture as they guide clients on this journey. | 3. Techstra Solutions delivers its expertise through client consulting, innovative staffing solutions, and software development.</s> | 1. Equal opportunity employer | 2. Dedicated to bringing clients worldclass business and talent solutions that fit strategic requirements and deliver results. | 3. Holistic approach to transformation, considering the full picture as we guide our clients on this journey. | 4. Experts in transformation, business strategy, technology, innovation, and human capital management. | 5. Client consulting, innovative staffing solutions, and software development.</s> | Techstra Solutions is an equal opportunity employer that believes in merit-based decisions. | The company prohibits discrimination in all phases of the employment process. | Techstra Solutions considers the full picture as they guide clients on their journey towards business transformation.</s> | 1. Equal Employment Opportunity Statement | 2. Holistic Approach to Business Transformation | 3. Expertise in Transformation, Business Strategy, Technology, Innovation, and Human Capital Management. | 4. Dedicated to Bringing Clients WorldClass Business and Talent Solutions that Fit Strategic Requirements and Deliver Results.</s> | 2. Core values include demonstrating Techstra's core values | 3. Dedicated to bringing clients worldclass business and talent solutions that fit strategic requirements and most importantly, deliver results | 4. Consider the full picture as we guide our clients on this journey | 5. Experts in transformation, business strategy, technology, innovation, and human capital management.</s> | 2. Focus on meritbased decisions | 3. Prohibits discrimination in all phases of the employment process | 4. Emphasis on overall Customer Satisfaction | 5. Dedicated to driving worldclass business solutions that fit strategic requirements and deliver results.</s> | Approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey.</s> | Techstra Solutions delivers its expertise through client consulting, innovative staffing solutions and software development.</s> | Techstra Solutions believes in holistic and all-encompassing approach to business transformation that considers the full picture as they guide clients on this journey.</s> | Collaborative work environment | Emphasis on continuous learning and professional development | Flexible work arrangements (remote or hybrid) | Opportunities for career growth and advancement | Positive and supportive team culture</s> | 2. Business Strategy, Technology, Innovation, and Human Capital Management | 3. Client Consulting, Innovative Staffing Solutions, and Software Development | 4. Holistic Approach to Business Transformation | 5. Dedicated to Bringing Clients WorldClass Business and Talent Solutions that Fit Strategic Requirements and Deliver Results.</s> | 1. Techstra Solutions is an equal opportunity employer that prohibits discrimination in all phases of the employment process. | 2. The company believes there are three components in successful business transformation: Business Strategy, Technology and Talent. | 2. Focus on business value of Digital Transformation | 3. Holistic approach to transformation, business strategy, technology, innovation, and human capital management | 5. Emphasis on overall customer satisfaction | 6. Support for continuous learning mindset | 7. Focus on driving highquality business through relevant support including governance, organization, processes, procedures, and tools & technologies.</s> | 2. Focus on continuous improvement for assigned client(s) | 3. Knowledge management | 4. Pittsburgh, PA office location | 5. Expertise in transformation, business strategy, technology, innovation, and human capital management.</s> | 2. Techstra Solutions is dedicated to bringing clients worldclass business and talent solutions that fit strategic requirements and most importantly, deliver results.</s>