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

- Cooperative 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 strong understanding of Salesforce Financial Services Cloud (Flows, validation rules, security, objects, and fields) is essential and must be demonstrated on real-world

📌 Functional Analyst (Quebec City)
🏢 COFOMO
📍 Quebec City