Who Can Apply
- Candidates must be legally authorized to work in Canada
Job Description
Insight Global is hiring a Senior Business Analyst with deep Salesforce Financial Services Cloud (FSC) experience, ideally with an insurance domain background. This individual will be the first dedicated Salesforce BA on the team and will play a key role partnering with the business organization and the Salesforce technology team. This role supports initiatives across client onboarding, account and portfolio views, and integration, with increasing exposure to AI‑driven capabilities.
Key Responsibilities
- Serve as the lead Business Analyst for Salesforce FSC initiatives
- Gather and document functional and non‑functional requirements
- Translate business needs into Salesforce‑aligned user stories and configurations
- Support Salesforce solutions across:
- Client onboarding
- Account and portfolio management
- Integration with retail platforms
- Act as a key liaison between business, Salesforce technology teams, and vendors
- Support delivery in a hybrid Agile/Waterfall environment
- Participate in sprint planning, backlog refinement, UAT, and stakeholder demos
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- 7+ years of experience as a Business Analyst working in Insurance domains ideally, and Wealth Management or Financial services
- 5+ years of experience with Salesforce Financial Services Cloud (FSC)
- Strong experience working on Salesforce implementations or enhancements
- Solid understanding of front‑office financial services workflows
- Experience working in hybrid delivery environments in Agile and Waterfall
Nice to Have Skills & Experience
- Salesforce Certifications
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.