Trident Consulting is looking for a Salesforce Business Analyst for one of our clients in San Ramon CA (Hybrid)
Role: Salesforce Business Analyst
Location: San Ramon CA - Hybrid (Tue – Thursday)
Type: Contract to hire
We need local candidates
Financial /Wealth Management/ Asset Management is a plus
Must Have :
Salesforce Certifications
Salesforce migration
Service cloud & Sales cloud
In this role, you'll contribute to the full project lifecycle, from conception to post-deployment, by defining business and functional requirements, tracking project progress, and assessing the effectiveness of deployed initiatives.
Your expertise in process mapping, engineering, and modeling, combined with exceptional organizational and analytical abilities, will be critical to your success. The ideal candidate will have demonstrated success in eliciting business requirements through interviews, document analysis, use cases, scenarios, and process analysis. Strong skills in writing business and functional requirement documents are a must.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to out Concord, CA office.
Responsibilities
* Serve as the liaison between IT and business stakeholders, facilitating analysis, requirements definition, and design activities for new solutions or integration projects.
* Collaborate with business stakeholders to document business requirements, use cases, and functional specifications, while providing strategic advice on business processes and solutions.
* Develop a holistic understanding of a broad range of business processes and related systems.
* Work closely with technical partners to develop and evaluate solution alternatives.
* Communicate effectively with management, team members, and business partners, both orally and in writing.
* Analyze and resolve complex business problems, determining suitable IT solutions.
* Create use cases and participate in user acceptance testing (UAT).
* Communicate complex concepts clearly to diverse audiences.
Knowledge, Skills & Abilities:
* Proven ability to create business and functional requirement documents and other relevant BSA artifacts.
* Strong written and verbal communication skills, with exceptional interpersonal abilities.
* Demonstrated experience in analyzing large datasets, with strong analytical and problem-solving skills.
* Highly detail-oriented, meticulous, and self-directed.
* Proficiency in Microsoft Office Suite (Word, Excel, Visio, PowerPoint, and Outlook).
* Experience using Jira and Confluence for project management and documentation.
* Basic knowledge of SQL is required.
* Experience in the wealth management or financial services industry is a plus.
Education & Experience:
* 10+ years of experience as a Business Systems Analyst on small to medium-sized projects.
* Bachelor's degree in Computer Science, Information Technology, or a related field.
About Trident
Trident Consulting is a premier IT staffing firm providing high-impact workforce solutions to Fortune 500 and mid-market clients. Since 2005, we’ve specialized in sourcing elite technology and engineering talent for contract, direct hire, and managed services roles. Our expertise spans cloud, AI/ML, cybersecurity, and data analytics, supported by a 3M+ candidate database and a 78% fill ratio. With a highly engaged leadership team and a reputation for delivering hard-to-fill, niche talent, we help organizations build agile, high-performing teams that drive innovation and business success.
Some of our recent awards include:
Trailblazer Women Award 2025 by Consulate General of India in San Francisco
Ranked as the #1 Women Owned Business Enterprise in the large category by ITServe.
Received the TechServe Excellence award.
Consistently ranked in the Inc. 5000 list of fastest-growing private companies in America
Recognized in the SF Business Times as one of the Largest Bay Area BIPOC/Minority-Owned Businesses in 2022.