The Role
Serve as technical SME and solutioning lead to design and build Salesforce workflows and system integrations for wholesale banking client lifecycle digitization. Work with stakeholders, remove barriers, write SQL/SOQL, configure flows/process builders, and support connected applications to accelerate AML/KYC onboarding.
Summary Generated by Built In
Job Title: Salesforce Business Systems Analyst (Technical Solutioning Lead/SME)
Project/Business Challenge:
Digitize the client lifecycle journey for the wholesale banking division. The project involves integrating multiple systems, including Salesforce, to create a one-stop shop for operations, AML, KYC, and GBMO processes. This will enable the client to onboard new clients quicker.
Duration: 6 Months Contract (High possibility for extension as it's a multi-year project)
Total Positions: 3
Position Summary & Responsibilities
The successful candidate will work with consultants and business stakeholders to design and build the workflow and system integrations required for a major Salesforce project. This role is a technical lead/SME focused on integration and enterprise-level solutioning, and it is not a people management role.
Key Responsibilities:
- Design and build the workflow and system integrations required for the Salesforce project.
- Remove barriers throughout the project to enable the development and deployment of quality solutions that meet requirements.
- Act as a Salesforce Subject Matter Expert (SME) and technical solutioning lead.
Candidate RequirementsMust-Have Skills/Experience
- 8+ years of experience as a Business Systems Analyst (BSA).
- 3+ years of experience as a technical lead (non-managerial).
- 2+ years of recent, hands-on experience with Salesforce CRM and strong out-of-the-box Salesforce feature knowledge (staying current with new features/releases).
- Recent experience writing intermediate SQL/SOQL queries.
- Experience designing/building workflows, process builders, flows, and custom logic configurations, as well as supporting Salesforce configurations and connected applications.
- Experience in Capital Markets and Global Banking is required.
Nice-to-Have Skills
- Financial services experience is a plus around AML, KYC, and/or Compliance.
Soft Skills
- Excellent communication skills to work across different business lines and with different users.
- Strong ability to work under pressure.
- A 'go-getter' personality who can solve problems and think outside the box.
- Candidates should be data-oriented.
Education & Certifications
- Required: Bachelor's degree in a technical field (e.g., computer science, computer engineering) or related field. (If not from a technical field, ensure sufficient experience in similar roles supporting integration).
- Highly Preferred: Salesforce Certifications (Salesforce Admin is a plus).
Logistics
Workplace Type: Hybrid
Work Environment: 2 days in office at 44 King St W (currently Wednesdays and Thursdays), subject to change.
Worksite Address: 40 Temperance St, Toronto, Ontario, Canada, M5H 0B4
Skills Required
- 8+ years of experience as a Business Systems Analyst
- 3+ years of experience as a technical lead (non-managerial)
- 2+ years recent hands-on experience with Salesforce CRM and out-of-the-box Salesforce features
- Recent experience writing intermediate SQL and SOQL queries
- Experience designing/building workflows, process builders, flows, custom logic configurations, and supporting Salesforce connected applications
- Experience in Capital Markets and Global Banking
- Bachelor's degree in a technical field (e.g., computer science, computer engineering) or equivalent experience
- Salesforce Certifications (Salesforce Admin preferred)
- Financial services experience around AML, KYC, and/or Compliance
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The Company
What We Do
Founded in 2006, Redpico specializes in Master Data Management and Data Governance, helping businesses unlock the power of their data to drive business growth. The company provides data auditing, data governance roadmaps, project management, and implementation services, enabling organizations to optimize their data assets and become AI-ready.
