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Salesforce Techno-Functional Consultant

  • Toronto, ON, Canada

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Job details

Experience
o 5+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry
Posting language
English
Posted

Original job description

Key Responsibilities

  • Collaborate with business stakeholders to understand business objectives, requirements, as-is and future state business processes and pain points
  • Conduct workshops, interviews and requirement gathering and refinement sessions with Product owners and other relevant stakeholders - including architects and tech leads
  • Identify and propose best possible Salesforce out of the box solution for the problem statement and if gaps exist, propose suitable custom solution in collaboration with tech lead and UX teams.
  • Prepare and present material to Program Salesforce design authority for review of problem statement and proposed solution options to arrive at the best possible outcome that’s acceptable to business and technology teams
  • Perform POC and impact analysis on existing Salesforce processes, configurations and data and present options to Product Owner
  • Create functional artifacts such as solution refined Epics, broken down User stories ready for development, functional documentation summarized in confluence page.
  • Participate in all scrum ceremonies and lead squad refinement sessions
  • Support QA by providing functional scenarios, clarifying requirements and reviewing test cases against business needs
  • Assist in defect triage and resolution
  • Ensure compliance with Salesforce best practices and security standards

Skills and Qualifications

o Relevant college, university, or post-graduate degree in Engineering or related education

o 5+ years of experience working as a Functional Lead in Salesforce and 3+ years experience financial industry

o Proven experience delivering Salesforce solutions at scale in a highly regulated, enterprise scale environments

o Deep understanding of banking workflows, customer and product lifecycle and financial compliance

o Strong experience with Salesforce Financial Services cloud and integration with core banking systems and data lakes

o Ability to lead conversations with cross functional teams and engage effectively with executives, senior leaders and technical teams

o Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings


More about this job

Responsibilities

The Salesforce consultant at Astra North Infoteck will talk with business stakeholders, gather requirements and propose Salesforce solutions. They will also write user stories and documentation, join Agile team meetings and help QA and defect resolution.

Requirements

Candidates need at least 5 years as a Salesforce Functional Lead and 3 years in the financial industry. They also need a university degree in engineering or a related field and experience with Financial Services Cloud in regulated banking environments.

Skills

  • Salesforce
  • Salesforce Financial Services Cloud
  • Jira
  • Confluence
  • Agile
  • Scrum
  • DevOps pipelines
  • requirements gathering
  • business process analysis
  • solution design
  • user stories
  • epics
  • functional documentation
  • banking workflows
  • financial compliance
  • core banking integration
  • data lakes
  • defect triage
  • test case review
  • stakeholder management
  • POC and impact analysis

Categories

  • Technology
  • Software
  • Finance & Accounting
  • Consulting

Keywords

  • Salesforce
  • Salesforce Financial Services Cloud
  • Salesforce consultant
  • techno-functional consultant
  • business analyst
  • banking
  • financial services
  • core banking integration
  • data lakes
  • Agile
  • Scrum
  • Jira
  • Confluence
  • DevOps
  • requirements gathering
  • user stories
  • compliance
  • regulated industry

Seniority

Senior

Tools

  • Salesforce
  • Jira
  • Confluence

Languages

  • English

Fields of study

  • Engineering

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