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.