Job Description

Job Description

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 a...

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