Salesforce SME

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Manila, Metro Manila, National Capital Region
In-Office
Fintech • Payments • Financial Services
The Role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Salesforce Functional SME has deep knowledge of sales and servicing business concepts, practices, and procedures as well as Salesforce functionalities.  They rely on their expertise, experience and judgment, both on the business aspect and Salesforce, to plan and accomplish goals, and to perform a variety of tasks. The Salesforce Functional SME conducts needs analysis, prepares user stories, determines impact to Salesforce functionalities, collaborates with others for system design and support squads to ensure alignment to business requirements and solution design and continuous delivery.

Responsibilities

  • Works closely with the Product Owner to effectively elicit and verify requirements of the business.
  • Analyzes the business requirements and maps them to Salesforce functionalities, identifying whether for configuration or customization. 
  • Works with the team Product Owners/Business Systems Analysts to document and review the user stories with functional requirements specific to Salesforce and supports them in communicating the requirements to the rest of the development team.
  • Reviews, provides feedback and supports the design, testing and implementation of the development team to ensure alignment with the business and functional requirements.
  • Works closely with the Tech Lead to come up with the solution design of the overall technological architecture of the value stream(s).
  • Works closely with Release Train Engineer to drive integration, alignment and continuity of delivery of the value stream(s).

Domain Expertise

  • BS/BA degree or equivalent experience
  • 5-10 years Business Systems Analysis experience in IT
  • 5-10 years Saleforce experience, preferably Financial Services Cloud
  • Experienced in implementing Salesforce projects, preferably using Agile
  • Knowledge of overall financial services industry, with experience in insurance domain

Individual Skills

  • Strong analytical skills
  • Comfortable with process and workflow requirements
  • Strong communication skills with ability to communicate both complex business and technical concepts and align organization on decisions
  • Sound problem-solving skills with the ability to quickly process complex information and present it clearly and simply
  • Utilizes team collaboration to create innovative solutions efficiently
  • Big picture and strategic thinker, visionary and creative in both perspective and methodologies

Agile Experience

  • Experienced in Agile way of working
  • Experienced in working within a team-of-teams structure is a plus
  • Knowledge of SAFe is a plus

Job Category:

IT - Application Development

Posting End Date:

30/01/2026

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