Salesforce Data Analyst

About the Position

We are seeking a Salesforce Data Analyst with strong data analysis skills to join our team in Bengaluru, India for a data migration project.

Responsibilities

• Analyse legacy KYC workflow data (Jira, Excel, Access and similar tools) to identify in scope in flight onboarding and renewal cases for migration into nCino.
• Define migration scope, assumptions, cut off rules and exclusions, clearly distinguishing data to be migrated into nCino versus data remaining in KYC golden source systems.
• Produce source to target data mappings aligned to the nCino/Salesforce data model, including case and workflow status mapping, SLA and due date logic, ownership, role and queue mappings, and region and entity attributes.
• Assess data quality issues in legacy sources and support cleansing or remediation with KYC Operations prior to migration.
• Support trial data loads into nCino environments, validating record counts, key field population, workflow visibility and usability within nCino.
• Perform post migration reconciliation and exception analysis between legacy tools and nCino to confirm completeness and accuracy.
• Support UAT activities, validating that migrated data behaves correctly within nCino workflows, dashboards and SLA monitoring.
• Produce migration validation, reconciliation and sign off documentation suitable for audit, regulatory review and governance approval.
• Act as the primary data point of contact for migration related queries across PMO, Technology, Salesforce/nCino partners and KYC stakeholders.

Requirements

Must Have:

• Experience as a Data Analyst in Salesforce.
• Strong data analysis skills including data profiling, source to target mapping, reconciliation and validation.
• Experience working with Salesforce based platforms, ideally nCino, including understanding of objects, fields, workflows and reporting structures.
• Ability to define data transformation rules that align legacy operational data with Salesforce/nCino workflow models.
• Strong documentation skills for mapping specifications, reconciliation reports and audit artefacts.
• High attention to detail with a strong risk and control mindset.
• Proven experience delivering data migration activities for Salesforce or nCino implementations within financial services.
• Experience working with KYC, onboarding or regulatory workflow data in a regulated environment.
• Experience migrating data from manual or tactical tools into strategic platforms.
• Comfortable working across Business, Technology and third party Salesforce/nCino implementation partners.
• Bachelor's degree or above in Data Analytics, Information Systems, Finance, Business or a related discipline.
• Excellent communication skills.
• Results driven, with a strong sense of accountability.
• Proactive, motivated approach.
• Ability to operate with urgency and prioritise work accordingly.
• Strong decision making skills, the ability to demonstrate sound judgement.
• Structured and logical approach to work.
• Strong problem solving skills.
• Creative and innovative approach to work.
• Excellent interpersonal skills.
• Ability to manage large workloads and tight deadlines.
• Excellent attention to detail and accuracy.
• Calm approach, with the ability to perform well in a pressurised environment.
• Strong numerical skills.
• Excellent Microsoft Office skills.

Nice to Have:

• Hands on Salesforce experience (administration, data migration or reporting) is highly desirable.
• Salesforce or nCino certifications are desirable but not mandatory; practical delivery experience is prioritised.

We Offer

• Competitive salary.
• Opportunity to work on a data migration project for a leading client.
• Remote work options.
• Professional development budget.

About the Company

Our client is a leading company in the BCM industry, committed to providing innovative solutions and exceptional service to its clients.