Role : Salesforce Financial Services cloud Business Analyst/ Consultant
Must have : Admin, Techno Functional BA, Finance Industry
Experience : 4+ years
Main Responsibilities
As the Salesforce BA Consultant /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 valuable 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
- 4+ 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.