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- Tasks: Collaborate with tech teams to enhance Salesforce Financial Services Cloud and improve business performance.
- Company: Join a leading financial institution focused on innovation and compliance.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with a focus on collaboration and career advancement in the financial sector.
- Why this job: Be a key player in transforming customer experiences and driving impactful projects.
- Qualifications: Experience with Salesforce FSC, strong analytical skills, and familiarity with tools like Jira.
The predicted salary is between 55000 - 70000 £ per year.
As the Salesforce Financial Services Cloud Business Analyst, this role will work closely with the Salesforce tech and product team to elicit requirements/user stories and to recommend solutions that will help deliver system enhancements and improved business performance, whilst ensuring regulatory compliance.
Work on Salesforce FSC projects as a functional expert in areas like customer onboarding, customer 360, and case management. Work with key stakeholders to ensure that 'To Be' end user processes are appropriate, documented, and understood by end users and handed over to the tech team.
Ensure a good understanding of all aspects of CRM projects, both technical and non-technical.
Requirements engineering: elicit, analyse, and validate stakeholder requirements, business requirements, and solution requirements (functional and non-functional). Document the requirements in the form of user stories supported with acceptance criteria and ensure both vertical and horizontal traceability.
Business readiness: Planning and coordinating communications and training to support the Project implementation. Manage testing and end user training, ensuring training materials are developed and shared.
Own the Salesforce tickets/incidents raised by the end customers and work with the tech support team for build/resolution. Operate in line with the Bank's Risk Management framework (including sub-frameworks) and relevant risk and compliance policies and procedures, ensuring appropriate and timely escalation of any concerns to their line manager.
Relevant Experience:
- Experience as a Salesforce Financial Services Cloud Consultant/Business Analyst.
- Experience in implementing eID&V solutions.
- Experience in Financial Services Cloud and Vlocity (Salesforce Industries).
- Experience in using tools like Jira and ADO.
- Experience in Salesforce Lightning, flows, Salesforce security model, and other configuration tools in Salesforce.
- Experience in working for a bank or a financial service institution.
- Salesforce system admin, BA, developer, app builder, or omni studio developer certification is a plus.
Salesforce Financial Services Cloud - Business Analyst in City of London employer: Rothstein Recruitment
Contact Detail:
Rothstein Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Financial Services Cloud - Business Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the Salesforce community or financial services sector. Attend meetups, webinars, or even online forums to get your name out there and learn about potential job openings.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your experience with Salesforce Financial Services Cloud projects. Include user stories, requirements documentation, and any training materials you've developed. This will give you an edge when chatting with potential employers.
✨Tip Number 3
Prepare for interviews by brushing up on both technical and non-technical aspects of CRM projects. Be ready to discuss how you've managed stakeholder requirements and ensured compliance in past roles. We want to see that you can communicate effectively with both tech teams and end users!
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it makes it easier for us to track your application and get back to you quickly.
We think you need these skills to ace Salesforce Financial Services Cloud - Business Analyst in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Salesforce Financial Services Cloud role. Highlight your experience with CRM projects, especially in customer onboarding and case management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to requirements engineering and stakeholder management. Let us know how you can contribute to our team!
Showcase Your Technical Skills: Don’t forget to highlight your technical skills, especially with Salesforce tools like Lightning and Jira. We’re keen on seeing your familiarity with the Salesforce security model and any relevant certifications you hold. This will help us understand your expertise better!
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 don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Rothstein Recruitment
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce Financial Services Cloud knowledge. Understand the key features, especially around customer onboarding and case management. Being able to discuss how these elements can enhance business performance will show you're not just familiar with the platform but also ready to contribute.
✨Master Requirements Engineering
Since this role involves eliciting and documenting requirements, practice articulating user stories and acceptance criteria. Prepare examples from your past experience where you successfully gathered and validated stakeholder requirements. This will demonstrate your analytical skills and ability to ensure traceability.
✨Engage with Stakeholders
Think about how you would communicate with key stakeholders in this role. Prepare to discuss strategies for ensuring that 'To Be' processes are well understood and documented. Showing that you can bridge the gap between technical and non-technical teams will be a big plus.
✨Showcase Your Training and Testing Skills
Be ready to talk about your experience in managing testing and training for end users. Bring examples of how you've developed training materials or coordinated communications for project implementations. This will highlight your readiness to support business readiness and compliance.