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Lead Business Analyst Salesforce FSC & Agentforce

$110k - $150k

Diverse Lynx

Lead Business Analyst Salesforce FSC & Agentforce

Job Location: McLean, VA 22102 / Milford, OH 45150 / San Antonio, TX - 78259 Job Type: Full Time (Day 1 Onsite All 5 Days) Salary Range: $110000 to $150000/Annum + Full Time Benefits

Must Have Technical/Functional Skills

  • 8+ years of experience as a Business Analyst, with at least 34 years in a Lead BA role
  • Strong hands-on experience with:
    • Salesforce Financial Services Cloud (FSC)
    • Salesforce Service Cloud and agent workflows
    • Agentforce (AI-assisted service / agent use cases)
  • 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
  • Experience supporting member-facing or customer-facing platforms
  • Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred)

Roles & Responsibilities

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 Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

Vacancy posted 17 days ago
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