[Hiring] Salesforce Business Systems Analyst @CGI

Role 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.

Qualifications

• 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.

Requirements

• Experience with Salesforce Sales Cloud and/or Service Cloud.

Benefits

• 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.