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.

Requirements

Skills
- Salesforce Financial Services Cloud configuration

- Objects, fields

- Flows

- Validation rules

- Security

- Customer focus

- Fostering innovation

- Engaging people

- Team-oriented thinking

- Action-oriented

- Making sound decisions

- Versatility (T-shape)

- Learning agility

- Strong interpersonal skills

- Networking

- Planning and coordination

- Effective communication

- Meeting delivery deadlines

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.

📌 Functional Analyst (Salesforce) (Quebec City)
🏢 Maarut
📍 Quebec City