Work with the Product Owner and the dev team to understand business needs and legacy CRM processes.
Conduct workshops and interviews to gather requirements for Salesforce CRM.
Map current state (legacy CRM) processes to future state (Salesforce CRM)
Identify gaps, redundancies, and opportunities for process improvement.
Collaborate with Salesforce Product Owner, Salesforce Architects, Admins, and Developers to design migration-friendly solutions.
Define requirements for data migration, record sharing, and user access models.
Ensure the Salesforce solution replicates necessary functionality from the legacy CRM while leveraging Salesforce best practices.
Support change management and process optimization during the transition.
Document requirements, business processes, and data mapping from the legacy CRM to Salesforce.
Maintain migration playbooks, process flowcharts, and knowledge base materials.
Create training guides and user manuals for end-users transitioning to Salesforce.
Define and execute test cases for migrated data, workflows, and integrations.
Participate in system testing, UAT, and cutover validation .
Ensure data accuracy, system stability, and compliance during migration.
Act as the liaison between business teams and technical teams during the transition.
Communicate migration timelines, risks, and progress updates clearly.
Organize stakeholder walkthroughs and ensure business buy-in on migrated processes.
Support adoption through training sessions and user support.
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
Competitive Pay – We value you , not just your role. Our compensation reflects the skills and experience you bring to the table.
Career Growth – Your journey is important. We’re here to support your development with ongoing learning and clear paths to advancement.
Work-Life Balance – Time to rest is time to thrive. With 22 days of annual leave, your personal life is respected and prioritized.
Hybrid Workplace Model - 3 Days in Office, 2 Days from Home.
Wellness & Healthcare – Health comes first. Enjoy 12 paid sick days and full medical insurance coverage after 6 months—because your well-being is our priority.
Future Security – We’re invested in your tomorrow. Access our provident fund after 6 months for peace of mind down the road.
Snack Hub – We care about your daily comfort. Our fully stocked kitchen keeps you energized with fresh fruit, snacks, and beverages.
Lunch on Us – Nourishment and connection matter. Enjoy a delicious daily lunch buffet with teammates.
Paid Overtime – Your extra effort doesn’t go unnoticed. We recognize and reward the time you put in.
Learning & Development – We believe in your potential. Dedicated budgets support your upskilling and curiosity.
Referral Bonus – People matter here. Bring in great talent and get rewarded for growing our community.
Team Spirit – Culture is everything. Join a team that celebrates together through events and team-building activities.
Fitness & Recreation – Stay active and refreshed with access to gym facilities, organized sports, and relaxing spa treatments.
Unwind Fridays – We’re human too. Enjoy a relaxed Friday drink with colleagues to close the week on a high note.
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