Salesforce Business Analyst - position no. 1660

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

We're looking for a sharp, customer-centric Salesforce BA who owns the full delivery lifecycle – from discovery to go-live. You'll act as the primary bridge between business units and technical teams, turning operational pain points into scalable Salesforce solutions. This isn't a support role. You'll run discovery, design the solution, shape the product backlog, and drive end-to-end project execution with real accountability.

Responsibilities:

• Partner directly with internal stakeholders to uncover operational challenges, map processes, and define scalable Salesforce-based solutions
• Lead discovery sessions and translate complex business needs into user stories, process flows, and acceptance criteria ready for technical estimation
• Own the functional product backlog and manage sprint goals, timelines, scope, and change control end-to-end
• Design declarative-based solutions, data models, and integration plans in collaboration with technical teams
• Facilitate UAT, manage defect prioritization, and lead change management and training initiatives to drive platform adoption

Qualifications:

• 3 years of hands-on Salesforce BA experience in a customer-facing role
• Deep functional expertise in Sales Cloud and Service Cloud
• Exceptional ability to translate technical constraints for non-technical stakeholders, navigate conflicting priorities with composure, and operate with a self-driven, highly accountable mindset
• Strong proficiency in ERD/data modeling and Salesforce security architecture (profiles, permission sets, OWD, sharing rules)
• Practical experience designing and troubleshooting automations via Flow Builder, plus solid data migration and cleansing skills
• Hands-on experience with agile/scrum delivery, Jira, and Confluence
• Relevant academic degree (Information Systems, Industrial Engineering, Business Administration, etc.)
• Salesforce Certified Administrator credential

Nice to have

• BA, Sharing and Visibility Designer, or Consultant certifications
• Background in complex, multi-stakeholder enterprise environments