Acceptance Testing, Agile Programming Methodologies, Artificial Intelligence (AI), Automation, Business Analysis, Business Operations, Business Processes, Call Center Integration, Cloud Computing, Communication Skills, Conversation Engine, Customer Relations, Documentation, Financial Services, Loans, Mortgage Lending, Process Flow, Process Improvement, Productivity Management, Requirements Management, Risk Analysis, Salesforce.com, Scrum Project Management and Software Development, Sprint Planning, Technical Operations, Thought Leadership, Use Cases, User Interface/Experience (UI/UX)
Job Title: Lead Business Analyst _ Salesforce FSC & Agentforce
Duration- Fulltime Permanent
Location:McLean, Virginia – 22102/Milford, Ohio – 45150/ San Antonio, Taxes - 78259 (Onsite from Day 1)
Job Description:
Lead Business Analyst – Salesforce FSC & Agentforce
Lead Business Analyst with strong expertise in Salesforce Financial Services Cloud (FSC) and Agentforce to lead requirements definition, solution shaping, and delivery execution for member facing initiatives. The role will bridge business, operations, and technology teams to drive digital transformation across Lending and Financial Services domains.
Must Have Technical/Functional Skills
· 8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role
· Strong hands-on experience with:
· Salesforce Financial Services Cloud (FSC)
· Salesforce Service Cloud and agent workflows
· Agentforce (AI-assisted service / agent use cases)
· Deep understanding of financial services / lending / mortgage business processes
· Proven experience working in Agile / Scrum environments
· Strong documentation skills (BRDs, user stories, process maps, use cases)
· Excellent stakeholder management and communication skills
Nice to Have:
· Experience with AI-enabled service models, chatbots, or intelligent case routing
· Exposure to Salesforce Omni-Channel, Chat/Messaging, or Contact Center integrations · Experience supporting member-facing or customer-facing platforms
· Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred)
Roles & Responsibilities
· Lead end-to-end business analysis activities for Salesforce-based initiatives, including discovery, requirements elicitation, and solution alignment
· Act as the primary BA lead for Financial Services Cloud (FSC) implementations across Lending / Mortgage / Member Services
· Define and document business requirements, user stories, process flows, and acceptance criteria aligned to Agentforce-enabled service models
· Collaborate with product owners, architects, and development teams to translate business needs into scalable Salesforce solutions
· Drive adoption and optimization of Agentforce capabilities for AI-assisted agent workflows, case handling, member interactions, and productivity improvements
· Work closely with UX, Salesforce developers, and integration teams to ensure seamless end-to-end experiences
· Support release planning, sprint execution, UAT coordination, and stakeholder sign-offs
· Identify gaps, risks, and improvement opportunities and proactively recommend automation and AI-driven enhancements
· Act as a trusted advisor to business stakeholders and provide thought leadership on Salesforce and AI-enabled service transformation
Q
Q1 Technologies, Inc
Q1 consists of experienced and recognized experts providing the capability to respond to market demand in order to provide professional services for our clients including Enterprise software implementations, application integration and technical / functional support.
Q1 has steadily grown into a Quality IT services and solutions organization with the average experience of our team being over 10 years. We have continuously met or exceeded client expectations by delivering professional services and project implementations on time and under budget to help clients truly recognize return on investment.