Plano, TX, 75026, USA
5 days ago
Sr. Business Analyst (Digital Experience)
Job Description Insight Global is seeking a highly experienced and detail-oriented Senior Business Analyst (BA) to join our Digital Experience Engineering team. The ideal candidate will bring deep expertise in documenting technical requirements and user stories, with hands-on experience working in Salesforce Experience Cloud and Service Cloud environments. This role will serve as a bridge between business stakeholders, designers, engineers, and QA teams to ensure the successful delivery of personalized, secure, and scalable digital experiences for our clients and internal teams. A strong background in financial services is essential, along with the ability to translate regulatory, operational, and customer experience needs into clear technical documentation and platform configurations. Key Responsibilities - Elicit, analyze, and document business and technical requirements for digital client-facing platforms. - Develop detailed user stories, process flows, wireframes, and data mapping documents. - Collaborate with engineering, product, and UX teams to ensure requirements are understood and implemented accurately. - Act as a subject matter expert on Salesforce Experience Cloud and Service Cloud capabilities, configurations, and limitations. - Support backlog grooming, sprint planning, and QA validation cycles as part of Agile delivery. - Partner with legal, compliance, and operations teams to ensure regulatory and internal control alignment. - Coordinate UAT activities, capture feedback, and work with engineering teams on refinement and resolution. - Provide documentation and reference materials to support end users, QA teams, and knowledge transfer. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) . 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/ . Skills and Requirements 7+ years of experience as a Business Analyst, with at least 3 years focused on digital platforms in financial services.  Hands-on experience documenting requirements and configurations for Salesforce Experience Cloud and/or Service Cloud.  Exceptional technical writing skills with proven ability to produce clear and structured documentation (e.g., BRDs, user stories, data maps, wireframes).  Experience working on platforms that include user authentication, secure data workflows, and client-facing UIs.  Strong understanding of Agile delivery processes, sprint cycles, and stakeholder alignment practices.  Excellent communication and collaboration skills; comfortable leading working sessions and stakeholder interviews.  Familiarity with tools such as Jira, Confluence, Lucidchart, and Salesforce setup/config interfaces. - Experience working with Salesforce Data Cloud, Marketing Cloud, or integrated customer data platforms (CDPs). - Understanding of API integrations and ability to work with technical teams on API documentation. - Background in wealth management, private banking, or regulated investment environments. - Bachelors degree in Business, Information Systems, or a related field; CBAP certification a plus. null 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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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