Salesforce Functional Analyst
Job Location:
Monthly Salary:
Experience Required:
Posted on:
2 hours ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Description:
- As part of a CRM transformation program in wealth management a financial services organization is implementing Salesforce Financial Services Cloud. A Functional Analyst is sought to bridge the gap between business needs and the Salesforce solution within a multidisciplinary team.
- The role encompasses facilitating business workshops (scoping design) documenting Salesforce functional requirements (user stories epics) analyzing FSC processes (lead conversion opportunity management activities and appointments) modeling as-is and to-be processes contributing to the backlog with the Product Owner and supporting the configuration and testing teams through to user adoption.
Requirements
Requirements:
- The ideal candidate has delivered functional analysis projects on Salesforce (FSC Sales Cloud or Service Cloud) in a financial banking or insurance context.
- Knowledge of the Salesforce data model (Account Household Financial Account) and the ability to work in an agile environment with multidisciplinary teams are essential.
- A versatile (T-shaped) profile ready to contribute to configuration and adoption is sought.
