At a Glance
- Tasks: Analyse and migrate KYC workflow data into nCino, ensuring data integrity and compliance.
- Company: Join a leading financial services firm focused on innovation and data excellence.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on career development and impactful projects.
- Why this job: Be the data hero transforming legacy systems into cutting-edge Salesforce solutions.
- Qualifications: Experience as a Data Analyst in Salesforce with strong analytical skills.
The predicted salary is between 50000 - 70000 £ per year.
Our client is looking for an experienced Salesforce Data Analyst to analyse, prepare, validate and reconcile KYC workflow data for migration from legacy tactical tools (e.g. Jira, Excel, Access) into the EMEA 1LoD KYC Workflow Tool built on nCino (Salesforce platform). To ensure that all in flight KYC onboarding and renewal cases are accurately represented within nCino at go live, with appropriate data integrity, workflow status, SLA tracking and auditability. To act as the data migration subject matter expert (SME) for nCino, working across Business, Technology, Salesforce/nCino implementation partners and Vendors to minimise operational and regulatory risk.
Responsibilities
- Analyse legacy KYC workflow data (Jira, Excel, Access and similar tools) to identify in scope in flight onboarding and renewal cases for migration into nCino.
- Define migration scope, assumptions, cut off rules and exclusions, clearly distinguishing data to be migrated into nCino versus data remaining in KYC golden source systems (e.g. EDM / Cisnet / future GCOP).
- Produce source to target data mappings aligned to the nCino/Salesforce data model, including:
- Case and workflow status mapping
- SLA and due date logic
- Ownership, role and queue mappings
- Region and entity attributes
- Assess data quality issues in legacy sources and support cleansing or remediation with KYC Operations prior to migration.
- Support trial data loads into nCino environments (e.g. sandbox / UAT), validating:
- Record counts
- Key field population
- Workflow visibility and usability within nCino
- Perform post migration reconciliation and exception analysis between legacy tools and nCino to confirm completeness and accuracy.
- Support UAT activities, validating that migrated data behaves correctly within nCino workflows, dashboards and SLA monitoring.
- Produce migration validation, reconciliation and sign off documentation suitable for audit, regulatory review and governance approval.
- Act as the primary data point of contact for migration related queries across PMO, Technology, Salesforce/nCino partners and KYC stakeholders.
Skills
- MUST HAVE experience as a Data Analyst in Salesforce.
- Strong data analysis skills including data profiling, source to target mapping, reconciliation and validation.
- Experience working with Salesforce based platforms, ideally nCino, including understanding of objects, fields, workflows and reporting structures.
- Ability to define data transformation rules that align legacy operational data with Salesforce/nCino workflow models.
- Strong documentation skills for mapping specifications, reconciliation reports and audit artefacts.
- High attention to detail with a strong risk and control mindset.
Work Experience:
- Proven experience delivering data migration activities for Salesforce or nCino implementations within financial services.
- Experience working with KYC, onboarding or regulatory workflow data in a regulated environment.
- Experience migrating data from manual or tactical tools (e.g. Jira, Excel based trackers) into strategic platforms.
- Comfortable working across Business, Technology and third party Salesforce/nCino implementation partners.
Education / Qualifications:
- Bachelor's degree or above in Data Analytics, Information Systems, Finance, Business or a related discipline.
Personal requirements:
- Excellent communication skills
- Results driven, with a strong sense of accountability
- A proactive, motivated approach.
- The ability to operate with urgency and prioritise work accordingly
- Strong decision making skills, the ability to demonstrate sound judgement
- A structured and logical approach to work
- Strong problem solving skills
- A creative and innovative approach to work
- Excellent interpersonal skills
- The ability to manage large workloads and tight deadlines
- Excellent attention to detail and accuracy
- A calm approach, with the ability to perform well in a pressurised environment
- Strong numerical skills
- Excellent Microsoft Office skills
Nice to have
- Hands on Salesforce experience (administration, data migration or reporting) is highly desirable.
- Salesforce or nCino certifications are desirable but not mandatory; practical delivery experience is prioritised.
Salesforce Data Analyst employer: Luxoft
As a Salesforce Data Analyst with us, you will thrive in a dynamic and collaborative work environment that prioritises employee growth and development. We offer competitive benefits, including flexible working arrangements and opportunities for professional advancement, all while being part of a team that values innovation and integrity in the financial services sector. Join us in our EMEA office, where your expertise will directly contribute to enhancing our KYC processes and ensuring data accuracy across our platforms.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Data Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work with Salesforce or nCino. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Get your hands dirty with some practical experience. If you haven't already, try to work on a small project using Salesforce or nCino. This will not only boost your skills but also give you something tangible to talk about in interviews.
✨Tip Number 3
Prepare for those interviews by brushing up on your data analysis skills. Be ready to discuss how you've tackled data migration challenges in the past, especially with KYC workflows. We want to see your problem-solving skills in action!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Salesforce Data Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Salesforce Data Analyst role. Highlight your experience with data analysis, especially in Salesforce and nCino, and don’t forget to mention any relevant projects you've worked on that align with the job description.
Showcase Your Skills:In your application, clearly showcase your strong data analysis skills and attention to detail. Use specific examples to demonstrate how you've successfully managed data migration activities or worked with KYC workflows in the past.
Be Clear and Concise:When writing your cover letter, be clear and concise. Address how your background fits the requirements of the role and express your enthusiasm for the opportunity to work with us at StudySmarter. Keep it professional but let your personality shine through!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Luxoft
✨Know Your Data Inside Out
Make sure you’re well-versed in the specifics of data analysis, especially within Salesforce and nCino. Brush up on your experience with legacy tools like Jira and Excel, and be ready to discuss how you've handled data migration projects in the past.
✨Prepare for Technical Questions
Expect questions about data profiling, source to target mapping, and reconciliation processes. Be prepared to explain your approach to defining data transformation rules and how you ensure data integrity during migrations.
✨Showcase Your Documentation Skills
Since strong documentation is key for this role, bring examples of your mapping specifications or reconciliation reports. Highlight your attention to detail and how you’ve created audit artefacts in previous projects.
✨Communicate Effectively
This role requires collaboration across various teams, so practice articulating your thoughts clearly. Be ready to discuss how you’ve managed stakeholder queries and ensured smooth communication during past data migration activities.
