Lead Business Analyst - Salesforce FSC & Agentforce
Tata Consultancy Services
8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role Strong hands‑on experience with: Salesforce Service Cloud and agent workflows Deep understanding of financial services / lending / mortgage business processes Proven experience working in Agile / Scrum environments Strong documentation skills (BRDs, user stories, process maps, use cases) Excellent stakeholder management and communication skills Nice to Have: Experience with AI‑enabled service models , chatbots, or intelligent case routing Exposure to Salesforce Omni‑Channel, Chat/Messaging, or Contact Center integrations Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred) Lead end‑to‑end business analysis activities for Salesforce‑based initiatives, including discovery, requirements elicitation, and solution alignment Act as the primary BA lead for Financial Services Cloud (FSC) implementations across Lending / Mortgage / Member Services Define and document business requirements, user stories, process flows, and acceptance criteria aligned to Agentforce‑enabled service models Collaborate with product owners, architects, and development teams to translate business needs into scalable Salesforce solutions Drive adoption and optimization of Agentforce capabilities for AI‑assisted agent workflows, case handling, member interactions, and productivity improvements Work closely with UX, Salesforce developers, and integration teams to ensure seamless end‑to‑end experiences Support release planning, sprint execution, UAT coordination, and stakeholder sign‑offs Identify gaps, risks, and improvement opportunities and proactively recommend automation and AI‑driven enhancements Act as a trusted advisor to business stakeholders and provide thought leadership on Salesforce and AI‑enabled service transformation We are seeking an experienced Lead Business Analyst with strong expertise in Salesforce Financial Services Cloud (FSC) and Agentforce to lead requirements definition, solution shaping, and delivery execution for member‑facing initiatives. The role will bridge business, operations, and technology teams to drive digital transformation across Lending and Financial Services domains. #J-18808-Ljbffr Tata Consultancy Services
- Tata Consultancy Services is seeking an experienced Lead Business Analyst to lead requirements definition, solution shaping... ...candidate should possess strong expertise in Salesforce Financial Services Cloud and Agentforce, with a deep understanding of financial services...Salesforce
$70 per hour
...Salesforce Business Analyst And Functional Consultant Location: McLean, VA/ Milford, Ohio/ San Antonio, Texas (100% ONSITE) Type of Hire: Long... ...Experience Required: 10 & Above Role Descriptions: Lead requirements gathering workshops and stakeholder discussions...SalesforceLong term contractDiverse Lynx
Milford, OH21 hours ago- ...experiences work together to achieve business results. Our goal is to... ...Group is seeking a Technical Analyst Supervisor to join our... ...Integration Leadership Lead API consumer onboarding and ongoing... ...& Casualty Insurance, Salesforce or other CRM platforms, and project...SalesforceFull timePart timeSeasonal workWork at officeLocal areaRemote work2 days per week
American Financial
Cincinnati, OH6 days ago - ...Components to design sophisticated frameworks that handle high volume data and intricate business logic. You will oversee the end‑to‑end integration strategy connecting Salesforce with third‑party systems using modern API protocols and middleware. Retail Execution Business...Salesforce
$81.52k - $95.9k
U.S. Bank is seeking a Business Operations Process/Sales Analyst based in Cincinnati, Ohio. This role involves conducting business process and systems... ...communication skills, and familiarity with CRM platforms like Salesforce. U.S. Bank offers a competitive salary, with a range...Salesforce- SFDC Lead with 5-8 years of experience on SalesForce.com implementation. Experience in SFDC Design, Analysis, Configuration & Coding. Good analytical & problem solving skills. In-depth understanding of SFDC CRM application (Service Cloud) capabilities and constraints. Applied...Salesforce
$81.52k - $95.9k
...do our best. Helping the customers and businesses we serve to make better and smarter financial... ...This Business Operations Process/Sales Analyst is responsible for conducting business... ...Management (CRM) platforms (e.g., Salesforce). Experience with content and document...SalesforceTemporary workWork experience placementWork at officeLocal area$81.52k - $95.9k
...journey to do our best. Helping customers and businesses to make better and smarter financial... ...This Business Operations Process/Sales Analyst conducts business process and systems... ...Relationship Management (CRM) platforms (e.g., Salesforce). Experience with content and document...SalesforceTemporary workWork experience placementWork at officeLocal area- ...marketing strategies. The ideal candidate should have at least 3 years of experience in marketing execution, knowledgeable in tools like Salesforce Marketing Cloud and Adobe Campaign, and able to oversee project plans and timelines effectively. This role emphasizes...Salesforce
- ...Serves as a primary liaison between Operations, IT and all lines of business for projects large in scope and nature to the Bancorp, Line of... ...to support implementation effectiveness based on feedback. Leads and/or monitor design and execution of key process improvement,...Work experience placementFlexible hours
- Atria Group LLC is seeking an experienced SFDC Lead to spearhead SalesForce.com implementations in Cincinnati. The ideal candidate will have 5-8 years of proven experience in SFDC design and project delivery, proficiency in Agile methodologies, and strong communication...Salesforce
- Staffmark Group is seeking a Salesforce Administrator & Business Analyst to join the Shared Services Digital Transformation and Strategy team in Cincinnati, Ohio. This role focuses on platform administration and strategic business analysis to support recruitment operations...Salesforce
- A technology consulting firm is seeking a Salesforce Engagement Manager in Cleveland, OH, with a focus on managing project lifecycles, client relationships, and financial ownership. The ideal candidate will have several years of experience in Salesforce consulting, a strong...Salesforce
- ...Solution Architect Tech Tammina LLC Job Description We are looking for self-motivated Salesforce (SFDC) Solution architects to drive innovations on technology interoperable platforms with Salesforce.com for enterprise customers in diverse industry verticals....Salesforce
Tech Tammina
Milford, OH3 days ago - ...patterns • Minimum 8 years of experience in Salesforce Cloud, with multi-year exposure to Data... .... Roles & Responsibilities • Lead end-to-end solution delivery for... ...in client discovery workshops to define business-centric use cases and translate them into...Salesforce
ClifyX
Milford, OH3 days ago - ...Title - PFML Business Analyst Location - Milford OH Fulltime employment Experience: • with experience in design, development, and implementation of the Paid Family and Medical Leave (PFML) for States. Business Analyst shall be responsible for creating detailed...Full time
Syntricate Technologies
Milford, OH21 hours ago - Namely is seeking a Business Consultant to identify new business opportunities and manage the sales cycle from prospecting to closing... ...exceptional negotiation skills, and experience with CRM tools like Salesforce. This position is on-site in Cincinnati, Ohio, and requires...Salesforce
- ...Position Summary As the Business Development Manager, you will manage, maintain, and grow new customer accounts through providing... ...services industry ~ Must have experience within Salesforce competencies Sales Acumen Relationship Building...SalesforceContract workLocal areaNight shift
Superior Environmental Solutions
Cincinnati, OH1 day ago - ...Salesforce Technical Architect Design and implement scalable Salesforce solutions across Data Cloud, Financial Services Cloud, Service Cloud, Experience Cloud, and Marketing Cloud. Experience with Salesforce Einstein, AI/ML capabilities, and Data Cloud analytics. Knowledge...Salesforce
ClifyX
Milford, OH8 days ago - ...here at MRA. MRA (The Management Association) is seeking a Business Development Manager . Ideally, we are looking for an... ...Customer Relationship Management (CRM) systems; experience with Salesforce (preferred). Appropriate personal computer (PC) competence on...SalesforceWork at officeFlexible hours
MRA - The Management Association
Cincinnati, OH2 days ago - ...Job Title: Technical Business Analyst - ETL / Ab Initio Location: Milford, OH - Onsite from day 1 Contract Job Description: We are seeking a Technical Business Analyst with strong ETL and Ab Initio experience to bridge the gap between business requirements...Contract work
AceStack LLC
Milford, OH3 days ago - ...Senior Business Development Manager This Senior Business Development Manager works to... ...by cold call activities, networking, and lead generation & qualification. Use ABM-branded... ...database for the territory using Salesforce. Effectively manage the assigned budget...SalesforceFull timeTemporary workLocal area
ABM Industries
Cincinnati, OH1 day ago - ...time employee an ownership stake in the business. From day one, you’re not just joining a... ...schedules. • Experience coaching and leading a team, managing multiple concurrent... ...including business management systems, Salesforce, ERP systems, and MS Office Suite. •...SalesforceFull time
General Tool CO
Cincinnati, OH1 day ago - ...our best to make it right. We’re seeking a Head of Business Development to help us lead and source uncommon goods, and sell the products and services... ...service High level of comfort with technology and Salesforce. Reliable transportation and ability to travel in...SalesforceLocal areaRelocation package
Everything But The House
Cincinnati, OH21 hours ago $28.85 - $31.25 per hour
...Business Development Representative Precision eControl (PeC) is a wholly owned ancillary... ...both outbound outreach and inbound lead follow-up. This position will research target... ...accurately documented in the CRM (e.g., Salesforce) to support data integrity, forecasting,...SalesforceHourly payInternshipLocal areaVorys Sater Seymour and Pease
Cincinnati, OH1 day ago- ...innovative environment for evolving MCC's business that leverages the latest technology,... ...solutions. Business Development: Aggressively lead the effort to identify organizations... ...organizations. Experience with CRM - Salesforce.com a plus. Location: West coast region...SalesforceWork at officeLocal area
- A leading label solutions provider is seeking a Business Development Representative focused on prospecting and building relationships to expand market presence... .... Strong communication skills and proficiency in Salesforce are essential. The role is office-based with occasional...SalesforceWork at office
$100k - $110k
...established eCommerce and online marketplace business headquartered in the Greater Cincinnati... ...‑on Head of Business Development to lead their revenue growth function as the business... ...Data‑driven; comfortable using Salesforce or equivalent CRM to coach performance,...SalesforceLocal areaRemote workRelocationRelocation package$85k
Description We are seeking an experienced and strategic Business Development Manager to drive growth in the professional beauty market... ...is a strong plus. Familiarity with CRM systems (e.g., Salesforce) and data analysis tools. Benefits And Perks Base pay of $85...SalesforceImmediate start$115k - $190k
...of Daikin Group. Alliance Air Products is seeking a Business Development Manager. This role will drive Alliance Air Product... ...projects. ~ Experience with AutoCAD, Microsoft Office, and Salesforce or other sales tracking software. Preferred Qualifications...SalesforceWork experience placementWork at officeLocal areaRemote workDaikin Applied
Cincinnati, OH1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Business Analyst - Salesforce FSC & Agentforce. Be the first to apply!
- business analyst part time remote Milford, OH
- salesforce Milford, OH
- business technician Milford, OH
- business operations intern Milford, OH
- business to business sales representative Milford, OH
- business services Milford, OH
- gis business analyst
- vulnerability management analyst
- entry level business analyst
- avp business analyst