Lead Salesforce Technical Business Analyst

Undelucram.ro on behalf of:

EPAM Romania

EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.

We are seeking a Lead Salesforce Technical Business Analyst to support the design and delivery of a Salesforce Financial Services Cloud (FSC) solution that enhances wealth management business processes. This role requires navigating complex stakeholder environments across front-office, advisory, and operations teams, ensuring requirements are translated into scalable Salesforce solutions aligned with regulatory and client-centric outcomes.

Responsibilities

• Lead requirements gathering and analysis with wealth management stakeholders, including advisors, operations, and compliance teams
• Translate business requirements into detailed user stories, process flows, and solution designs aligned to Salesforce FSC best practices
• Collaborate closely with architects and developers to ensure solutions are technically feasible, scalable, and aligned with platform capabilities
• Manage and prioritize the product backlog, ensuring clear traceability from business objectives to delivered functionality
• Facilitate workshops, sprint ceremonies, and stakeholder reviews to drive alignment and transparency
• Identify and navigate technical constraints, proposing pragmatic solutions that balance business value and platform limitations
• Support data modeling and integration discussions, particularly around client data, financial accounts, and external systems
• Contribute to discovery and continuous improvement efforts, validating assumptions and refining solutions based on user feedback
• Ensure solutions align with regulatory requirements and industry standards within financial services and wealth management
  
  

Requirements

• 5+ years of experience as a Salesforce Technical Business Analyst, with strong knowledge of Salesforce Financial Services Cloud
• Understanding of wealth management processes, including client onboarding, portfolio management, advisory workflows, and regulatory considerations such as KYC and suitability
• Strong technical acumen across Salesforce data model, automation, integrations, and APIs, along with declarative vs programmatic solutions
• Advanced skills in requirements elicitation, process mapping, and translating business needs into functional and technical specifications
• Ability to manage complex stakeholder landscapes, balancing priorities across business, compliance, and technology teams
• Experience working in Agile environments, including backlog management, user story definition, and sprint ceremonies
• Excellent communication and conflict resolution skills, with the ability to influence senior stakeholders
  
  

We offer

• We believe that the greatest strength of the company is its people. EPAM is fully committed to help its employees to reach their full potential and achieve their professional goals through continues learning. With this in mind, we would like to introduce to you few of the many opportunities and services which we believe will help you expand your current knowledge:
• Full access to cutting-edge tools and technologies
• Competitive compensation depending on experience and skills
• All-around Social package: professional & soft skills training, medical & family care programs, sports
• Relocation opportunities
• Free English classes
• Unlimited access to LinkedIn learning solutions
• Continuous experience exchange with experts and professionals worldwide
• Friendly team and comfortable working environment
• Engineering, corporate, and social events within and outside the Company
• Flexible working schedule
• Opportunities for self-realization