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Salesforce Financial Service cloud Business Analyst

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • •
    Training And Development
  • •
    Collaboration
  • •
    Communication

Roles & Responsibilities

  • Certification in Salesforce Financial Services Cloud (FSC) and Business Analysis
  • 6+ years of experience as a Salesforce FSC Consultant/Business Analyst
  • Experience implementing eIDV solutions
  • Experience in Financial Services Cloud and Vlocity (Salesforce Industries)

Requirements:

  • Elicit requirements/user stories and recommend FSC solutions to deliver system enhancements and improved business performance while ensuring regulatory compliance
  • Work as a functional expert on FSC projects (customer onboarding, Customer 360, and case management)
  • Collaborate with stakeholders to define and document To-Be end-user processes and ensure they are understood by end users and handed over to the tech team with clear traceability
  • Oversee requirements engineering, planning for business readiness, testing, end-user training, and incident/ticket management for Salesforce FSC

Job description

This is a remote position.

Role : Salesforce Financial Services cloud Business Analyst 

Must have : Ceritication in FSC and BA
Experience : 6+ years


Main Responsibilities 
As the Salesforce Financial Services Cloud Analyst this role will work closely with the Salesforce tech and product team to elicit requirements/user stories and to recommend solutions that will help deliver system enhancements and improved business performance, whilst ensuring regulatory compliance.

  • Work on Salesforce FSC projects as a functional expert in the areas like customer onboarding, customer 360 and case management.
  • Work with key stakeholders to ensure that 'To Be' end user processes are appropriate, documented and understood by end users and handed over to the tech team.
  • Ensure a good understanding of all aspects of CRM project, both technical and non-technical.
  • Requirements engineering: elicit, analyse and validate stakeholder requirements, business requirements and solution requirements (functional and non-functional). To document the requirements in the form of user stories supported with acceptance criteria and to have the ability to elicit requirements ensuring both vertical and horizontal traceability.
  • Business readiness - Planning and coordinating communications and training to support the Project implementation.
  • Manage testing and end user training, ensuring training materials are developed and shared.
  • Own the Salesforce tickets/incidents raised by the end customers and work with the tech support team with the build/resolution.

Ideal Candidate

  • 6+ years of experience as a Salesforce Financial services cloud Consultant/Business analyst.
  • Experience in implementing eID&V solutions.
  • Experience in Financial Services Cloud and Vlocity (Salesforce Industries).
  • Experience in using tools like Jira and ADO
  • Experience in Salesforce Lightning, flows, Salesforce security model and other configuration tools in Salesforce.
  • Experience in working for a bank or a financial service institution.
  • Salesforce system admin, BA, developer, app builder or omnistudio developer certification is a plus.


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