Salesforce Business Analyst

IC is one of the most renowned Forex CFD provider, offering trading solutions for active day traders and scalpers as well as traders that are new to the forex market. IC offers its clients cutting edge trading platforms, low latency connectivity and superior liquidity.

IC is revolutionizing online forex trading. Traders are now able to gain access to pricing previously only available to investment banks and high net worth individuals.

Our management team have significant experience in the Forex, CFD and Equity markets in Asia, Europe and North America. It is this experience that has enabled us to select the best possible technology solutions and hand pick some of the best pricing providers available in the market.

Role Overview:

We are seeking a skilled Salesforce Business Analyst to play a critical role in our CRM transformation program, migrating from a legacy CRM to Salesforce CRM. The successful candidate will act as the bridge between business stakeholders and technical teams, ensuring that Salesforce solutions align with the specific needs of a trading business. This role requires strong experience in requirement gathering, documentation, and Salesforce process design, as well as knowledge of trading operations, client onboarding, partner hierarchies, and regulatory/compliance workflows.

What We’re Looking For:

Requirements Gathering & Analysis

• Engage stakeholders across Sales, Partners, Compliance and Support teams to understand business needs.
• Conduct workshops, interviews, and process analysis to document requirements.
• Translate business needs into clear user stories and acceptance criteria.
• Identify opportunities for process automation and Salesforce-driven improvements.

Solution Design Support

• Collaborate with the Product Owner, Salesforce Architect and Developers to design scalable solutions.
• Ensure that proposed solutions align with Salesforce best practices and trading business requirements.
• Contribute to defining data models, workflows, and user access/security models.

Documentation & Training

• Maintain detailed process documentation, data dictionaries and user guides
• Create user guides, training materials, and system documentation for end users.
• Support knowledge transfer between technical teams and business stakeholders.

Testing & Validation

• Define and execute test cases for system testing, integration testing, and UAT.
• Validate that delivered solutions meet business requirements and are fit for trading workflows.
• Identify, log, and track issues until resolution.

Communication & Stakeholder Management

• Act as the primary liaison between business users and technical implementation teams.
• Facilitate demos, status updates, and workshops with stakeholders.
• Communicate progress, risks, and dependencies effectively to management.

Qualifications & Experience:

• 3+ years of experience as a Salesforce Business Analyst
• Proven experience in CRM migrations or system transformation projects
• Strong knowledge of Salesforce Data Model and Core Clouds
• Experience in the trading or financial services sector (client onboarding, partner management, compliance workflows).
• Ability to write detailed user stories, acceptance criteria, and process flows
• Familiarity with Agile/Scrum delivery methodologies

AI Skills:

• Ability to write effective prompts for AI tools (Claude)
• AI-assisted testing - experience using AI tools to generate, review, and optimise test cases, identify edge cases, and support UAT preparation.

Advantageous Experience

• Salesforce Administrator or Business Analyst Certification.
• Experience working with data migration projects and large data sets.
• Agentforce understanding of Agentforce agents, Einstein Copilot, and AI-powered
• automation; identifying where AI agents can automate processes, assist support
• agents, or surface CRM insights