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Salesforce Functional Designer

  • Toronto, ON, Canada
  • Greater Toronto Area, Canada, Canada

Contract

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Job details

Job type
Contract
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Experience
8+ years of experience working as a Salesforce Analyst/Designer and 5+ years experience in financial industry
Posting language
English
Posted

Original job description


Key Responsibilities:

  • Collaborate with the Product owner and functional Lead to refine the product backlog, translate business needs into detailed user stories and define acceptance criteria
  • Engage with stakeholders to gather, clarify and validate requirements (performance, usability, compliance security included)
  • Participate all scrum ceremonies and lead squad refinement sessions
  • Support QA by providing functional scenarios, clarifying requirements and validating test cases against business needs
  • Perform POC and impact analysis on existing Salesforce processes, configurations and data
  • Configure Salesforce declarative features like validation rules, flows, page layouts, profiles, PS and PSG to support business needs
  • Assist in defect triage and resolution
  • Ensure compliance with Salesforce best practices and security standards

Skills and Qualifications

  • Relevant college, university, or post-graduate degree in Engineering or related education
  • 8+ years of experience working as a Salesforce Analyst/Designer and 5+ years experience in financial industry
  • Strong experience as a Salesforce Administrator and foundational understanding of Salesforce Financial Services cloud
  • Experience creating and managing user stories, acceptance criteria and backlog refinement
  • Basic understanding of banking workflows, customer and product lifecycle
  • Experience with Jira, confluence or similar Agile project management tools
  • Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings
More about this job

Responsibilities

Refine the product backlog with product and functional leads, gather stakeholder requirements, write user stories and acceptance criteria, and support Agile ceremonies and squad refinement. Analyze and configure Salesforce processes and features, support QA and defect resolution, and ensure compliance with Salesforce best practices and security standards.

Requirements

Requires a relevant engineering or related degree, at least eight years of Salesforce analyst or designer experience, and at least five years in the financial industry. Candidates should have strong Salesforce administration experience, foundational Financial Services Cloud knowledge, familiarity with banking workflows and Agile tools, and experience with user stories, acceptance criteria, and backlog refinement.

Skills

  • Salesforce Administration
  • Salesforce Financial Services Cloud
  • Requirements Gathering
  • User Stories
  • Acceptance Criteria
  • Backlog Refinement
  • Agile Delivery
  • Scrum
  • Stakeholder Engagement
  • Salesforce Configuration
  • Validation Rules
  • Salesforce Flows
  • Jira
  • Confluence
  • Quality Assurance
  • Banking Workflows

Visa sponsorship

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Categories

  • Technology
  • Software
  • Finance & Accounting
  • Consulting

Keywords

  • Salesforce
  • Salesforce Financial Services Cloud
  • Salesforce Administration
  • Product Backlog
  • User Stories
  • Acceptance Criteria
  • Requirements Gathering
  • Stakeholder Engagement
  • Agile
  • Scrum
  • Jira
  • Confluence
  • DevOps Pipelines
  • Quality Assurance
  • Functional Scenarios
  • Proof Of Concept
  • Impact Analysis
  • Validation Rules
  • Salesforce Flows
  • Page Layouts
  • Profiles
  • Permission Sets
  • Permission Set Groups
  • Defect Triage
  • Salesforce Security
  • Banking Workflows
  • Customer Lifecycle
  • Product Lifecycle
  • Financial Industry

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