The Role
Bridge business and Salesforce during a CRM transformation: run workshops, document functional requirements (user stories, epics), analyze FSC processes (lead conversion, opportunity management, activities), model as-is/to-be processes, support backlog with Product Owner, and assist configuration, testing, and user adoption.
Summary Generated by Built In
Job
Description:
- As part of
a CRM transformation program in wealth management, a financial services
organization is implementing Salesforce Financial Services Cloud. A Functional
Analyst is sought to bridge the gap between business needs and the Salesforce
solution, within a multidisciplinary team.
- The role
encompasses facilitating business workshops (scoping, design), documenting
Salesforce functional requirements (user stories, epics), analyzing FSC
processes (lead conversion, opportunity management, activities, and
appointments), modeling as-is and to-be processes, contributing to the backlog
with the Product Owner, and supporting the configuration and testing teams
through to user adoption.
Requirements
Requirements:
- The ideal
candidate has delivered functional analysis projects on Salesforce (FSC, Sales
Cloud, or Service Cloud) in a financial, banking, or insurance context.
- Knowledge
of the Salesforce data model (Account, Household, Financial Account) and the
ability to work in an agile environment with multidisciplinary teams are
essential.
- A versatile
(T-shaped) profile, ready to contribute to configuration and adoption, is
sought.
Skills Required
- Delivered functional analysis projects on Salesforce (Financial Services Cloud, Sales Cloud, or Service Cloud) in financial, banking, or insurance context
- Knowledge of the Salesforce data model (Account, Household, Financial Account)
- Ability to work in an agile environment with multidisciplinary teams
- Versatile (T-shaped) profile able to contribute to configuration and user adoption
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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.
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