Project description
Our client is looking for an experienced Salesforce Data Analyst to analyse, prepare, validate and reconcile KYC workflow data for migration from legacy tactical tools (e.g. Jira, Excel, Access) into the EMEA 1LoD KYC Workflow Tool built on nCino (Salesforce platform).
To ensure that all in flight KYC onboarding and renewal cases are accurately represented within nCino at go live, with appropriate data integrity, workflow status, SLA tracking and auditability.
To act as the data migration subject matter expert (SME) for nCino, working across Business, Technology, Salesforce/nCino implementation partners and Vendors to minimise operational and regulatory risk.
Responsibilities
- Analyse legacy KYC workflow data (Jira, Excel, Access and similar tools) to identify in scope in flight onboarding and renewal cases for migration into nCino.
- Define migration scope, assumptions, cut off rules and exclusions, clearly distinguishing data to be migrated into nCino versus data remaining in KYC golden source systems (e.g. EDM / Cisnet / future GCOP).
- Produce source to target data mappings aligned to the nCino/Salesforce data model, including:
- Case and workflow status mapping
- SLA and due date logic
- Ownership, role and queue mappings
- Region and entity attributes
- Assess data quality issues in legacy sources and support cleansing or remediation with KYC Operations prior to migration.
- Support trial data loads into nCino environments (e.g. sandbox / UAT), validating:
- Record counts
- Key field population
- Workflow visibility and usability within nCino
- Perform post migration reconciliation and exception analysis between legacy tools and nCino to confirm completeness and accuracy.
- Support UAT activities, validating that migrated data behaves correctly within nCino workflows, dashboards and SLA monitoring.
- Produce migration validation, reconciliation and sign off documentation suitable for audit, regulatory review and governance approval.
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📌 Salesforce Data Analyst (Pune)
🏢 Luxoft
📍 Pune