Functional Analyst

Maarut

Job Location:

Quebec - Canada

Monthly Salary: Not Disclosed

Experience Required: 10years

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

We are currently seeking a Functional Analyst / Salesforce Financial Services Cloud Configurator responsible for translating business needs into concrete CRM solutions configured in Salesforce.

This role is central to process transformation and combines:

Functional analysis
Solution design
Salesforce configuration

Main responsibilities:

Write user stories for the project.
Design technical solutions and configure Salesforce Financial Services Cloud.
Collaborate closely with executives the Product Owner the project manager enterprise architecture operations and the project team.
Contribute to addressing roadblocks risks and external challenges encountered by the team.
Demonstrate versatility and a willingness to contribute to all team activities even if they sometimes take you outside your primary role (T-Shape).
Act as a subject matter expert and consultant to a multidisciplinary team on projects and mandates specific to your area of expertise projects with significant scope and impact for the financial sector.
Identify and analyze technical issues. Raise critical issues. Establish frameworks and make recommendations to the relevant bodies and committees.
Act as the lead for aligning the solution with business objectives and operational needs.
Act as the lead for the end-to-end integration of the technical solution (from design to deployment).
Propose and recommend technical solutions that bring added value to the organization.
Ensure the quality of deliverables for the projects under your responsibility.
Translate business needs into functional requirements document and validate them.
Contribute to the definition and prioritization of requirements.
Contribute to the development of the testing strategy.
Support the business unit during the deployment of the solution(s).
Work closely with the product manager and the integration solutions architect.
Contribute to performance discussions based on progress indicators.

Skills

Salesforce Financial Services Cloud configuration
Objects fields
Flows
Validation rules
Security
Customer focus
Fostering innovation
Engaging people
Collaborative thinking
Action-oriented
Making sound decisions
Versatility (T-shape)
Learning agility
Strong interpersonal skills
Networking
Planning and coordination
Effective communication
Meeting delivery deadlines

Requirements

REQUIRED PROFILE SCOPE NOTE

The client is looking for someone who can do both: analyze and configure.

This isnt a Business Analyst who simply delegates configuration to someone else nor is it a Salesforce admin who waits for specifications. A strong understanding of Salesforce Financial Services Cloud (Flows validation rules security objects and fields) is essential and must be demonstrated on real-world projects.
The context is a modernization program with a multidisciplinary team structure which means the ideal candidate is comfortable with ambiguity and can collaborate effectively with executives a Product Owner an integration architect and business teams without requiring close supervision.
The "T-Shape" concept is explicitly mentioned: the client expects someone who will step outside their comfort zone when the team needs them to. There is significant pressure on deadlines with the mandate extending until December 31st leaving little room for maneuver.

REQUIREMENTS QUALIFICATION TABLE

REQUIRED

Salesforce Financial Services Cloud configuration (objects fields flows validation rules security) Mandatory All requirements
User story writing and functional requirements documentation Mandatory All requirements
Ability to interact with executives product owners architects and business teams in a matrix structure Mandatory All requirements
8 years of experience Mandatory All requirements

PREFERRED

Experience in a financial environment Mandatory All requirements
Experience in end-to-end integration (design to deployment) Mandatory All requirements
Contribution to the testing strategy Mandatory All requirements

ASSET

Salesforce certification (Salesforce Administrator Financial Services Cloud Accredited Professional or equivalent) One option is sufficient All requirements

WHAT WE DONT WANT

A purely Business Analyst profile with no direct Salesforce configuration experience.
A generalist Salesforce Admin with no Financial Services Cloud experience.
A profile that has never written user stories or translated business needs into specifications.
A candidate with no experience in the financial or insurance sector.
A profile that requires close supervision and is uncomfortable in an agile matrix structure.

We are currently seeking a Functional Analyst / Salesforce Financial Services Cloud Configurator responsible for translating business needs into concrete CRM solutions configured in Salesforce. This role is central to process transformation and combines:Functional analysisSolution designSalesforce c...