Senior Salesforce Business Analyst

Salary: £42,000 - 82,000 per year

Requirements

• Proven experience as a Business Analyst within financial services, ideally in Life, Group Protection, Wealth or Retirement
• Hands-on experience working on Salesforce platforms, preferably Financial Services Cloud
• Strong understanding of Salesforce FSC concepts, including customer and household models, servicing journeys and case management
• Experience defining requirements for Salesforce configuration, customization, and integrations
• Experience with Lean or Systems Thinking methodologies for process improvement and collaboration
• Ability to analyze and map end-to-end business processes and data flows within a Salesforce ecosystem
• Experience working with Agile delivery approaches (Scrum, Kanban) and familiarity with Waterfall where appropriate
• Strong stakeholder management skills, with the ability to communicate complex Salesforce concepts to non-technical audiences
• Experience supporting testing activities and validating Salesforce solutions against business requirements
• Familiarity with regulated environments and applying regulatory considerations to system and process design
• Deep understanding of regulatory, security, and data protection requirements relevant to Salesforce solutions in the financial services sector
• Strong partnership with technical leads to ensure business requirements are technically feasible and aligned with best practices
• Resourceful, detail-oriented and comfortable working in a fast-paced, evolving Salesforce delivery environment

Responsibilities

• Collaborate with business stakeholders, product owners, and Salesforce delivery teams to identify and define business needs aligned to Salesforce FSC capabilities
• Translate business objectives into Salesforce-focused requirements, including epics, features, user stories, acceptance criteria, and functional specifications
• Support prioritization of Salesforce backlog items based on business value, customer outcomes, regulatory considerations, and delivery constraints
• Act as a key liaison between business teams, Salesforce platform teams, and third-party suppliers to agree on scope, solution design, and delivery approach
• Analyze and document end-to-end financial services processes, identifying opportunities to optimize through Salesforce FSC
• Ensure requirements align to Salesforce FSC data models, data quality standards, and integration patterns
• Maintain high-quality analysis artifacts to support traceability from business outcomes through to Salesforce build and testing
• Support testing activities by ensuring clear acceptance criteria and validating delivered Salesforce functionality against business expectations
• Contribute to continuous improvement of Salesforce processes, features, and ways of working
• Champion the use of Salesforce across the business, supporting ongoing adoption and embedding

Technologies

• Cloud
• Support
• Kanban
• Salesforce
• Security
• AI
• DevOps

More

At Canada Life UK, we take care of the retirement, investment, and protection needs of individuals, families, and companies. As part of our commitment to building better futures, we provide a welcoming and agile work environment. We are currently transforming our organization to become more customer-focused by leveraging Salesforce Financial Services Cloud (FSC). Our team is dedicated to driving improvements in both customer and colleague experience while ensuring compliance with industry regulations. We offer a competitive salary and comprehensive benefits package, including pension plans, income protection, private medical insurance, and life assurance. We prioritize personal and professional development, fostering a culture of curiosity and growth, and we are committed to diversity and inclusion within our workplace.

last updated 19 week of 2026