Role Overview:This role is for a Salesforce Business Analyst based in Dallas, focusing on delivering CRM solutions within the banking and financial services sector. The position requires hands-on experience with Salesforce implementation, including Financial Service Cloud and Experience Cloud, and involves defining system landscapes, identifying gaps, and leading technology-enabled business solutions.
Key Responsibilities:- Execute quick Proof of Concepts (POCs).
- Write user stories aligning to product capabilities of Financial Service Cloud and Experience Cloud.
- Perform hands-on work on existing Salesforce implementations.
- Lead the definition and implementation of practical business solutions based on Salesforce.com technology, including executive discovery sessions.
- Understand functional and technical requirements to address client needs.
- Perform routine administration functions for Salesforce.com.
- Create documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Salesforce projects.
- Actively coordinate and participate in System Integration Testing (SIT) and User Acceptance Testing (UAT).
- Coordinate with business and IT stakeholders.
- Facilitate onsite-offshore coordination.
- Report regular progress on projects.
- Develop testing and training strategies.
Required Skills:- Local to Dallas and required to work onsite.
- Sales and service certifications are required.
- Banking and financial services experience is preferred.
- Ability to define the system landscape and identify gaps between current and desired end-states.
- Proficiency in delivering CRM solutions.
- Working knowledge in data migration and integration.
- Demonstrated ability to design and implement technology-enabled business solutions in client-facing and team leadership roles (e.g., functional lead, work-stream lead).
Qualifications:- 10+ years of experience required.
- Bachelors in Computer Science or other related field.
- FSC certification will be preferred.
Preferred Skills:- Experience with Financial Service Cloud and Experience Cloud.
- Ability to lead executive discovery sessions.
- Proficiency in creating comprehensive project documentation.
