Functional Analyst for Salesforce Solutions

Elevate your career as a Functional Analyst focused on Salesforce Financial Services Cloud within the wealth management sector. Collaborate with teams to document requirements and streamline user adoption.
This role requires a professional to deliver functional analysis for the CRM transformation program. You will help in scoping design workshops, writing user stories, analyze essential Salesforce processes, and support transition efforts with configuration and testing teams, ensuring a smooth user adoption process.
Key Responsibilities:
• Lead workshops for scoping and design objectives
• Capture functional requirements through comprehensive documentation
• Analyze key Salesforce Financial Services Cloud processes
• Construct as-is and to-be process models for clarity
• Collaborate with configuration and testing teams effectively
Requirements:
• Proven experience with Salesforce in financial services
• In-depth knowledge of sales and service cloud data mo...