Functional Analyst

Job Description

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.
  

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
  
  

Requirements

REQUIRED PROFILE SCOPE NOTE

The client is looking for someone who can do both: analyze and configure.

• This isn't a Business Analyst who simply delegates configuration to someone else, nor is it a Salesforce admin who waits for specifications. A strong understanding of Salesforce Financial Services Cloud (Flows, validation rules, security, objects, and fields) is essential and must be demonstrated on real-world projects.
  
• The context is a modernization program with a multidisciplinary team structure, which means the ideal candidate is comfortable with ambiguity and can collaborate effectively with executives, a Product Owner, an integration architect, and business teams without requiring close supervision.
  
• The "T-Shape" concept is explicitly mentioned: the client expects someone who will step outside their comfort zone when the team needs them to. There is significant pressure on deadlines, with the mandate extending until December 31st, leaving little room for maneuver.
  

REQUIREMENTS QUALIFICATION TABLE

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.