We are hiring for Senior Salesforce Business Analyst.
Title : Senior Salesforce Business Analyst / Technical Business Systems Analyst (Technical BSA)
Required Skills : Salesforce , modernize data flows, and lead data quality
Work Mode: Hybrid
Location : Dallas TX (3 days required to work onsite)
Contract / Right-to-Hire
Please email me your resume at ankit.grover01@irissoftware.com or call 973-370-7012
Position Overview
The Technical Business Systems Analyst will support the Commercial Real Estate Systems team, specifically the Debt side of the business focused on loan operations. This role will work across two major systems:
Salesforce Sales Cloud (CRM for borrower relationship management)
An internally developed loan origination and servicing system
The BSA will support Salesforce integration initiatives, modernize data flows, and lead data quality improvement efforts across both systems. The role requires a blend of technical capability, strong analytical skills, and excellent communication with business and engineering partners.
Key Responsibilities
Salesforce Integrations (Approx. 50%)
Support ongoing Salesforce modernization and integration projects.
Analyze existing Salesforce data structures and work with stakeholders to enhance CRM data, screens, and data flows.
Write clear, actionable requirements for data movement between Salesforce and internal loan systems.
Collaborate with Salesforce Admin and engineering teams on solution design and testing.
Data Quality & Data Governance (Approx. 50%)
Perform data analysis and data validation using SQL (SELECT queries, joins).
Support data quality initiatives across both Salesforce and loan origination systems.
Assist in deduplication efforts and improvements in borrower/party data accuracy.
Participate in defining data governance improvements and documenting data rules.
Business Analysis & SDLC
Partner closely with business users to gather, refine, and translate requirements into functional and technical specifications.
Manage requirements through the full lifecycle: intake ? documentation ? development support ? testing ? user validation.
Facilitate communication between technical teams and business stakeholders.
Coordinate and perform testing (UAT, functional validation).
Required Qualifications
Bachelor’s degree required.
3–5 years of experience in Business Analysis, Product Ownership, or related roles.
Strong experience writing business and technical requirements.
Proficiency in SQL (SELECT statements, joins) for data analysis.
Experience with Salesforce or another enterprise CRM (functional, not admin level).
Preferred Qualifications
Experience with Salesforce Sales Cloud objects (Accounts, Contacts, Opportunities) and understanding of backend CRM data models.
Salesforce certification(s) (nice to have, not required).
Experience with real estate, financial services, banking, lending, mortgage, or loan lifecycle systems.
Experience with data visualization or analytics tools (Power BI, Tableau).
Experience working with system integrations and understanding data movement between platforms.
Thanks and Regards,
Ankit Grover
Sr. Executive - TA
Iris Software
200 Metroplex Drive, Suite #300, Edison, NJ 08817
Email : ankit.grover01@irissoftware.com
Phone : 973-370-7012
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