Position Description:
This role is hybrid and requires you to be at a Client office at a minimum 2 day per week - subject to change at any time.
Your future duties and responsibilities:
Salesforce Platform Management
Configure customize and maintain the Salesforce platform including workflows flows validation rules process automation page layouts roles profiles and permission sets.
Manage data quality and integrity including deduplication data imports data cleansing and ongoing governance.
Design build and optimize automation solutions (Flow Builder Process Builder triggers integrations where needed).
Troubleshoot system issues provide rootcause analysis and support continuous improvement of Salesforce solutions.
Collaborate with technical teams to integrate Salesforce with banking systems thirdparty applications and compliance platforms.
User Support & Stakeholder Collaboration
Serve as the primary Salesforce resource for business stakeholders including product owners operations teams compliance and frontline banking teams.
Translate business requirements into scalable secure and compliant Salesforce solutions aligned with banking workflows.
Provide user support through training documentation knowledgesharing and bestpractice guidance.
Conduct impact assessments for system changes and ensure business alignment before deployment.
Salesforce Governance & Compliance
Ensure Salesforce configurations and processes follow industry best practices internal controls and regulatory compliance.
Maintain security and access controls aligned to banking risk standards KYC/AML requirements and data privacy policies.
Conduct periodic system audits monitor user activity and enforce data governance standards.
Support compliance teams through enhancements to KYC AML onboarding workflows and other regulatory requirements.
Banking Domain Responsibilities
Work closely with banking operations to support client onboarding KYC/AML procedures regulatory reporting and customer lifecycle management.
Analyze banking processes and recommend improvements leveraging Salesforce capabilities.
Assist in mapping processes for loan applications credit workflows deposits treasury commercial banking or retail banking depending on business needs.
Ensure Salesforce solutions support evolving regulations operational controls and audit requirements in the financial sector.
Project & Delivery Responsibilities
Participate in Agile/Scrum ceremonies contribute to sprint planning and deliver user stories on time.
Prepare detailed documentation for functional designs process flows system configurations and release notes.
Support UAT cycles regression testing and change management activities.
Collaborate with crossfunctional teams (IT compliance operations data teams) to drive seamless endtoend delivery.
Required qualifications to be successful in this role:
Salesforce Technical Expertise
Hands on experience with Salesforce configuration and customization
Strong understanding of Salesforce data model security model workflows flows validation rules and automation tools
Ability to troubleshoot optimize and enhance Salesforce solutions
Salesforce Certification
Salesforce Administrator Certification (ADM 201) is mandatory
Additional Salesforce certifications (e.g. Platform App Builder Advanced Admin) considered an asset
Banking Domain Knowledge
Experience working within banking or financial services
Understanding of client onboarding KYC/AML processes regulatory compliance and banking workflows
Ability to translate banking business requirements into Salesforce solutions
**CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level geographic market experience and training and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $80000$130000. This role is an existing vacancy.
#LI-GS!
Skills:
- Business Analysis
- Business Process Analysis
- Business Process Modelling
- Data Analysis
- Financial Services
- Requirements Analysis
- Solution Analysis
What you can expect from us:
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
At CGI we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer being able to perform your best during the recruitment process is important to us. If you require an accommodation please inform your recruiter.
To learn more about accessibility at CGI contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
IC
Position Description:This role is hybrid and requires you to be at a Client office at a minimum 2 day per week - subject to change at any time. Your future duties and responsibilities:Salesforce Platform ManagementConfigure customize and maintain the Salesforce platform including workflows flows v...
Position Description:
This role is hybrid and requires you to be at a Client office at a minimum 2 day per week - subject to change at any time.
Your future duties and responsibilities:
Salesforce Platform Management
Configure customize and maintain the Salesforce platform including workflows flows validation rules process automation page layouts roles profiles and permission sets.
Manage data quality and integrity including deduplication data imports data cleansing and ongoing governance.
Design build and optimize automation solutions (Flow Builder Process Builder triggers integrations where needed).
Troubleshoot system issues provide rootcause analysis and support continuous improvement of Salesforce solutions.
Collaborate with technical teams to integrate Salesforce with banking systems thirdparty applications and compliance platforms.
User Support & Stakeholder Collaboration
Serve as the primary Salesforce resource for business stakeholders including product owners operations teams compliance and frontline banking teams.
Translate business requirements into scalable secure and compliant Salesforce solutions aligned with banking workflows.
Provide user support through training documentation knowledgesharing and bestpractice guidance.
Conduct impact assessments for system changes and ensure business alignment before deployment.
Salesforce Governance & Compliance
Ensure Salesforce configurations and processes follow industry best practices internal controls and regulatory compliance.
Maintain security and access controls aligned to banking risk standards KYC/AML requirements and data privacy policies.
Conduct periodic system audits monitor user activity and enforce data governance standards.
Support compliance teams through enhancements to KYC AML onboarding workflows and other regulatory requirements.
Banking Domain Responsibilities
Work closely with banking operations to support client onboarding KYC/AML procedures regulatory reporting and customer lifecycle management.
Analyze banking processes and recommend improvements leveraging Salesforce capabilities.
Assist in mapping processes for loan applications credit workflows deposits treasury commercial banking or retail banking depending on business needs.
Ensure Salesforce solutions support evolving regulations operational controls and audit requirements in the financial sector.
Project & Delivery Responsibilities
Participate in Agile/Scrum ceremonies contribute to sprint planning and deliver user stories on time.
Prepare detailed documentation for functional designs process flows system configurations and release notes.
Support UAT cycles regression testing and change management activities.
Collaborate with crossfunctional teams (IT compliance operations data teams) to drive seamless endtoend delivery.
Required qualifications to be successful in this role:
Salesforce Technical Expertise
Hands on experience with Salesforce configuration and customization
Strong understanding of Salesforce data model security model workflows flows validation rules and automation tools
Ability to troubleshoot optimize and enhance Salesforce solutions
Salesforce Certification
Salesforce Administrator Certification (ADM 201) is mandatory
Additional Salesforce certifications (e.g. Platform App Builder Advanced Admin) considered an asset
Banking Domain Knowledge
Experience working within banking or financial services
Understanding of client onboarding KYC/AML processes regulatory compliance and banking workflows
Ability to translate banking business requirements into Salesforce solutions
**CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level geographic market experience and training and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $80000$130000. This role is an existing vacancy.
#LI-GS!
Skills:
- Business Analysis
- Business Process Analysis
- Business Process Modelling
- Data Analysis
- Financial Services
- Requirements Analysis
- Solution Analysis
What you can expect from us:
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
At CGI we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer being able to perform your best during the recruitment process is important to us. If you require an accommodation please inform your recruiter.
To learn more about accessibility at CGI contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
IC
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