The Role
Translate business needs into configured Salesforce Financial Services Cloud solutions: write user stories, design solutions, configure FSC (objects, fields, flows, validation rules, security), lead end-to-end integration, ensure deliverable quality, support deployments, and collaborate with executives, product owners, architects, and business teams in an agile, multidisciplinary program.
Summary Generated by Built In
We are
currently seeking a Functional Analyst / Salesforce Financial Services Cloud
Configurator, responsible for translating business needs into concrete CRM
solutions configured in Salesforce.
This role
is central to process transformation and combines:
- Functional
analysis
- Solution
design
- Salesforce
configuration
Main
responsibilities:
- Write user
stories for the project.
- Design
technical solutions and configure Salesforce Financial Services Cloud.
- Collaborate
closely with executives, the Product Owner, the project manager, enterprise
architecture, operations, and the project team.
- Contribute
to addressing roadblocks, risks, and external challenges encountered by the
team.
- Demonstrate
versatility and a willingness to contribute to all team activities, even if
they sometimes take you outside your primary role (T-Shape).
- Act as a
subject matter expert and consultant to a multidisciplinary team on projects
and mandates specific to your area of expertise, projects with significant scope and
impact for the financial sector.
- Identify
and analyze technical issues. Raise critical issues. Establish frameworks and
make recommendations to the relevant bodies and committees.
- Act as the
lead for aligning the solution with business objectives and operational needs.
- Act as the
lead for the end-to-end integration of the technical solution (from design to
deployment).
- Propose and
recommend technical solutions that bring added value to the organization.
- Ensure the
quality of deliverables for the projects under your responsibility.
- Translate
business needs into functional requirements, document and validate them.
- Contribute
to the definition and prioritization of requirements.
- Contribute
to the development of the testing strategy.
- Support the
business unit during the deployment of the solution(s).
- Work
closely with the product manager and the integration solutions architect.
- Contribute
to performance discussions based on progress indicators.
Skills
- Salesforce
Financial Services Cloud configuration
- Objects,
fields
- Flows
- Validation
rules
- Security
- Customer
focus
- Fostering
innovation
- Engaging
people
- Collaborative
thinking
- Action-oriented
- Making
sound decisions
- Versatility
(T-shape)
- Learning
agility
- Strong
interpersonal skills
- Networking
- Planning
and coordination
- Effective
communication
- Meeting
delivery deadlines
Requirements
REQUIRED
PROFILE SCOPE NOTE
The client
is looking for someone who can do both: analyze and configure.
- This isn't
a Business Analyst who simply delegates configuration to someone else, nor is
it a Salesforce admin who waits for specifications. A strong understanding of
Salesforce Financial Services Cloud (Flows, validation rules, security,
objects, and fields) is essential and must be demonstrated on real-world
projects.
- The context
is a modernization program with a multidisciplinary team structure, which means
the ideal candidate is comfortable with ambiguity and can collaborate
effectively with executives, a Product Owner, an integration architect, and
business teams without requiring close supervision.
- The
"T-Shape" concept is explicitly mentioned: the client expects someone
who will step outside their comfort zone when the team needs them to. There is
significant pressure on deadlines, with the mandate extending until December
31st, leaving little room for maneuver.
REQUIREMENTS
QUALIFICATION TABLE
REQUIRED
- Salesforce
Financial Services Cloud configuration (objects, fields, flows, validation
rules, security) | Mandatory | All requirements
- User story
writing and functional requirements documentation | Mandatory | All
requirements
- Ability to
interact with executives, product owners, architects, and business teams in a
matrix structure | Mandatory | All requirements
- 8+ years of
experience | Mandatory | All requirements
PREFERRED
- Experience
in a financial environment | Mandatory | All requirements
- Experience
in end-to-end integration (design to deployment) | Mandatory | All requirements
- Contribution
to the testing strategy | Mandatory | All requirements
ASSET
- Salesforce
certification (Salesforce Administrator, Financial Services Cloud Accredited
Professional, or equivalent) | One option is sufficient | All requirements
WHAT WE
DON'T WANT
- A purely
Business Analyst profile with no direct Salesforce configuration experience.
- A
generalist Salesforce Admin with no Financial Services Cloud experience.
- A profile
that has never written user stories or translated business needs into
specifications.
- A candidate
with no experience in the financial or insurance sector.
- A profile
that requires close supervision and is uncomfortable in an agile matrix
structure.
Skills Required
- Salesforce Financial Services Cloud configuration (objects, fields, flows, validation rules, security)
- User story writing and functional requirements documentation
- Ability to interact with executives, product owners, architects, and business teams in a matrix structure
- 8+ years of experience
- Experience in a financial environment
- Experience in end-to-end integration (design to deployment)
- Contribution to the testing strategy
- Salesforce certification (Salesforce Administrator, Financial Services Cloud Accredited Professional, or equivalent)
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The Company
What We Do
Maarut Inc. is a Canadian company specializing in IT services, technology staffing, and software development, dedicated to assisting businesses with digital transformation and solving business challenges through technology.
