Job Description

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In this role you will:

Salesforce Platform & Solution Support

  • Provide technical support across multiple Salesforce orgs, helping triage and resolve issues, identify root causes, and propose scalable fixes.

  • Assess and articulate user needs with an informed understanding of Salesforce business systems and financial services use cases.

  • Evaluate configuration and capability impacts across:

  • Sales Cloud, Service Cloud, Financial Services Cloud
    CPQ and quoting workflows
    OWDs, roles, profiles, permission sets, sharing rules
    Automation (Flows, Approvals, Validation Rules)
    Data integrations, APIs, and dependent systems
  • Work with business partners, SMEs, architects, and engineers to understand functional and non‑functional requirements.

  • Produce high‑quality documentation including BRDs, technical requirements, solution outlines, use cases, process models, and external desig...

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