Job title: Business Analysis with Salesforce Marketing Cloud (BFSI domain)

Location: McLean, VA  (Onsite)

Experience: 10+ Years

Visa: Only H1B 

Mandatory Skills:

Collaborate with retail banking, credit, and mortgage teams to understand business objectives and translate them into functional requirements.

Conduct workshops and interviews to capture detailed user stories and acceptance criteria for banking-specific marketing campaigns.

Document current-state processes and design future-state workflows for marketing automation tailored to financial products.

Work closely with Salesforce Marketing Cloud developers and architects to design scalable solutions integrated with core banking systems.

Ensure compliance with banking regulations, KYC norms, and data privacy laws (GDPR, CCPA) in all marketing initiatives.

Define data models, segmentation strategies, and audience targeting rules for financial customer journeys. Develop test plans, scripts, and coordinate User Acceptance Testing (UAT) for BFSI marketing use cases.

Create dashboards and reports to track campaign performance, customer acquisition, and cross-sell metrics. Prepare training materials and conduct sessions for banking stakeholders and end-users.