At a Glance
- 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 - 65000 £ 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 have the ability to elicit requirements ensuring 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 with the build/resolution.
Operates 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 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 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 local events to meet potential employers and get your name out there.
✨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 to demonstrate your expertise.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of Salesforce tools like Jira and ADO. Be ready to discuss how you've used these tools in past projects and how they can help improve business performance.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it gives you a chance to showcase your understanding of our company culture and values right from the start.
We think you need these skills to ace Salesforce Financial Services Cloud - Business Analyst in 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 customer onboarding, case management, and any relevant certifications. 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 projects you've worked on that relate to the job description, and show us your passion for improving business performance.
Showcase Your Technical Skills: Don’t forget to highlight your technical expertise! If you’ve worked with Salesforce Lightning, Jira, or any other tools mentioned in the job description, make sure to include those details. We love seeing candidates who are tech-savvy and ready to hit the ground running.
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. Plus, it’s super easy to do!
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 a lot of requirements elicitation and documentation, practice articulating how you gather and validate stakeholder needs. Prepare examples of user stories you've created in the past, and be ready to explain how you ensure traceability in your documentation.
✨Engage with Stakeholders
Demonstrate your ability to work with key stakeholders by preparing questions that show your understanding of their needs. Think about how you would communicate 'To Be' processes and ensure everyone is on the same page. This will highlight your collaborative approach and your focus on user understanding.
✨Showcase Your Compliance Knowledge
Familiarise yourself with the Bank's Risk Management framework and relevant compliance policies. Be prepared to discuss how you would handle regulatory requirements in your projects. This will reassure the interviewers that you can navigate the complexities of the financial services environment.