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:
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- Functional analysis
- Solution design
- Salesforce configuration
Main responsibilities:
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- 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 ââ 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
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- 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.
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- This isn't a Business Analyst who simply delegates configuration to someone else, nor is it a Salesforce admin who waits for specifications. A solid understanding of Salesforce Financial Services Cloud (Flows, validation rules, security, objects, and fields) is essential and must be demonstrated on real-world
📌 Functional Analyst (Levis)
🏢 COFOMO
📍 Levis