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Sr. Consultant, Salesforce FinancialForce PSA Business Analyst

Professional Search Group (PSG) Washington, DC
  • Posted: 7 days ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

Professional Search Group is currently working with a large implementation partner who's seeking a full-time Sr. Consultant, Salesforce FinancialForce PSA Business Analyst​ in the Annapolis, MD area.

Candidates must be US citizens, green card holders, or holders H4 or GC-EAD visas. (H1B visas might possibly be considered.)

FinancialForce Business Analysts (BAs) are tasked with facilitating requirements development sessions to gain an understanding of our customer's current state processes and technology in the CRM space, and supporting implementation work that follows. The BA will elicit current state pain points, and uncover gaps in CRM best practices. From the session output, the BA will lead design, with the delivery team, for a future state solution and be responsible for its approval and decomposition into user stories. When appropriate, they will also produce more detailed supporting materials such as business cases, business process diagrams, wireframes and other context diagrams.

As a Certified Salesforce Consultant, the FinancialForce BA should efficiently synthesize both technical and business information and present implementation needs and options confidently. The BA presents complex information equally well to a C-level audience or a developer community. The BA has hands on experience implementing functionality and can act as a knowledgeable liaison between technical teams, testing teams and business stakeholders during the implementation phase.


Business Analysts will work onsite and remotely with customers to elicit and analyze their requirements, develop designs, and implement Financials products. Specific areas of concentration include:

  • Build a clear requirements development strategy for each customer engagement.
  • Strong understanding of Salesforce’s & FinancialForce’s capabilities and limitations and can clearly communicate those to customers.
  • Lead discovery workshops, which includes the facilitation of large audiences, solution presentations, and prototype demonstrations.
  • Ability to organize and drive process reengineering sessions
  • Responsible for identification and inventory of customer process pain points and gaps in best practices.
  • Perform rapid analysis and decomposition of complex business information into technical process components.
  • Perform business process modelling, User experience modeling and basic technical architecture diagramming.
  • Can interpret technical and business strategy roadmaps and apply a detailed technical solution.
  • Comfortable building and demonstrating prototypes in FinancialForce.
  • Strong presenter to executive audiences as well as technical teams.
  • Comfortable with heavy involvement in user acceptance test planning.
  • Effectively leverage multiple implementation team types (User experience, Change Management, Global Development Centers, Developer Communities)
  • Has hands on experience in several mid-size, global implementations using in some of the following areas:

*FinancialForce Financials products

*System Implementation & Adoption

* platform declarative configuration

* Sales Cloud or Service Cloud, preferred

* Communities and Mobile, preferred

Education and Required Experience:

  • Bachelor's degree in Accounting, Computer Science, Software Engineering, MIS or equivalent combination of education and experience
  • 5+ years experience as a Business Analyst or Systems Consultant for a mid-to-large sized organization, or direct consulting expertise leading sales and marketing transformation projects
  • Experience with configuration
  • Experience with configuration
  • Experience with custom development
  • Experience with other Financials solution (NetSuite, QuickBooks, Sage, Intacct, etc.)
  • Experience developing LOE’s in conjunction with sales
  • Strong presentation and communication skills
  • Familiarity with enterprise integration tools and extract, transformation and load (ETL) tools
  • Familiarity with application development with Javascript, XML, HTTP, Java, C++, ASP, SQL
  • Located and able to work in the U.S. from a home office and able to travel up to 40-60%
  • Administrator or Sales/Service Cloud Certified is preferred

Competitive salaries and benefits packages provided.

Professional Search Group (PSG)

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