Salesforce Business Analyst responsible for managing global CRM operations. Collaborating with Sales Leadership and IT to enhance Salesforce capabilities and user experience.
About the role
- Salesforce Business Analyst position in a FinTech company, driving CRM transition and data migration initiatives. Collaborate with stakeholders and technical teams to enhance business processes and ensure successful Salesforce implementation.
Responsibilities
- Looking for a Salesforce Business Analyst to play a key role in the company's transition from the legacy Back Office CRM to Salesforce CRM.
- Analyze existing processes, gathering business requirements, and ensuring a smooth migration of data, functionality, and workflows into Salesforce.
- Serve as the bridge between business stakeholders, IT, and the Salesforce implementation team.
- Conduct workshops and interviews to gather requirements for Salesforce CRM.
- Collaborate with Salesforce Product Owner, Architects, Admins, and Developers to design migration-friendly solutions.
- Document requirements, business processes, and data mapping from the legacy CRM to Salesforce.
- Define and execute test cases for migrated data, workflows, and integrations.
- Ensure the Salesforce solution replicates necessary functionality from the legacy CRM while leveraging Salesforce best practices.
Requirements
- Proven experience as a Salesforce Business Analyst (at least 1 year) - essential
- Experience in trading/financial services CRM environments - essential
- Salesforce Administrator or Business Analyst certification - essential
- Strong knowledge of at least one of the clouds: Salesforce Sales Cloud and Service Cloud
- Experience in data mapping, data migration, and process re-engineering
- Familiarity with record sharing models, user access requirements, and compliance constraints
- Excellent documentation, analytical, and problem-solving skills
- Strong communication and facilitation skills with ability to engage non-technical stakeholders
Benefits
- 22 days of annual leave
- 12 paid sick days + full medical insurance after 6 months
- Provident fund access after 6 months
- Fresh fruit, snacks, and beverages available daily
- Daily buffet lunch with your team
- Paid Overtime
- Dedicated budget for your upskilling
- Regular events and team-building activities
- Gym access, sports, and spa treatments
- Close the week with a relaxed team drink
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