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Salesforce Financial Service cloud Business Analyst

Role overview

Qualifications

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

Responsibilities

  • Elicit requirements/user stories with the Salesforce tech and product teams and recommend solutions to deliver system enhancements while ensuring regulatory compliance.
  • Act as a functional expert on Salesforce FSC projects (customer onboarding, Customer 360, and case management).
  • Document and validate end-user processes with stakeholders and ensure they are understood and handed over to the tech team.
  • Requirements engineering: elicit, analyze and validate requirements (functional and non-functional) and document them as user stories with acceptance criteria, ensuring vertical and horizontal traceability; coordinate business readiness activities including planning communications and training.

About the company

Infrabyte Technology Solution Pvt. Ltd. logo

Infrabyte Technology Solution Pvt. Ltd.

At Infrabyte, we understand that each business has unique needs when it comes to CRM solutions. That's why we offer tailored CRM solutions designed to fit your specific requirements. Our team of experienced consultants will work closely with you to understand your business needs and help you choose the right CRM solution that fits your budget and maximizes your ROI. It is our constant endeavour & unique industry-based consultative approach that helps the clients envisions, build and run more efficient businesses. Infrabyte Technology solution manage the most essential business processes to maximise business success. Contact us today to learn more about how we can help you achieve your business goals.

Company details

Company size51 - 200

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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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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