Functional Analyst (Salesforce)

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:

• Functional analysis

• Solution design

• Salesforce configuration

Main responsibilities:

• 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 ​​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.

Requirements

Skills

• 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

REQUIRED

• Salesforce Financial Services Cloud configuration

(objects, fields, flows, validation rules, security) | Mandatory | All requirements

• User story writing and functional requirements

documentation | Mandatory | All requirements

• Ability to interact with executives, product owners,

architects, and business teams in a matrix structure | Mandatory | All requirements

• 8+ years of experience | Mandatory | All requirements

PREFERRED

• Experience in a financial environment | Mandatory |

All requirements

• Experience in end-to-end integration (design to

deployment) | Mandatory | All requirements

• Contribution to the testing strategy | Mandatory | All

requirements

ASSET

• Salesforce certification (Salesforce Administrator,

Financial Services Cloud Accredited Professional, or equivalent) | One option is sufficient | All requirements

WHAT WE DON'T WANT

• A purely Business Analyst profile with no direct

Salesforce configuration experience.

• A generalist Salesforce Admin with no Financial

Services Cloud experience.

• A profile that has never written user stories or

translated business needs into specifications.

• A candidate with no experience in the financial or

insurance sector.

• A profile that requires close supervision and is

uncomfortable in an agile matrix structure.