- Deep domain expertise in Wealth Management workflows (onboarding financial planning KYC).
- Experience acting as a Product Owner managing backlogs and defining a vision for user experience (UI/UX).
- Technical proficiency in Salesforce configuration specifically with Roles Profiles and Permission Sets.
- Ability to map complex business processes to Salesforce standard and custom objects.
- Experience with Salesforce Financial Services Cloud (FSC).
- Background in UX design principles or wireframing tools (e.g. Figma Lucid).
Deep domain expertise in Wealth Management workflows (onboarding financial planning KYC). Experience acting as a Product Owner managing backlogs and defining a vision for user experience (UI/UX). Technical proficiency in Salesforce configuration specifically with Roles Profiles and Permission S...
- Deep domain expertise in Wealth Management workflows (onboarding financial planning KYC).
- Experience acting as a Product Owner managing backlogs and defining a vision for user experience (UI/UX).
- Technical proficiency in Salesforce configuration specifically with Roles Profiles and Permission Sets.
- Ability to map complex business processes to Salesforce standard and custom objects.
- Experience with Salesforce Financial Services Cloud (FSC).
- Background in UX design principles or wireframing tools (e.g. Figma Lucid).
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