Salesforce Functional Analyst – Financial Services Cloud (FSC)

Salesforce Functional Analyst – Financial Services Cloud (FSC)

Experience

Required:

5+ Years

Key Responsibilities

• Collaborate with business stakeholders to understand business objectives, requirements, current-state and future-state business processes, and pain points

• Conduct workshops, interviews, requirement gathering, and refinement sessions with Product Owners and relevant stakeholders including architects and technical leads

• Identify and propose the best Salesforce out-of-the-box solutions for business requirements and recommend suitable custom solutions in collaboration with technical leads and UX teams

• Prepare and present solution materials to Salesforce Design Authority for review of problem statements and proposed solution options

• Perform Proof of Concept (POC) and impact analysis on existing Salesforce processes, configurations, and data

• Create functional artifacts including:

• Refined solution Epics

• User Stories ready for development

• Functional documentation in Confluence

• Participate in Scrum ceremonies and lead squad refinement sessions

• Support QA teams by providing functional scenarios, clarifying requirements, and reviewing test cases against 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

• 5+ years of experience working as a Functional Lead in Salesforce

• 3+ years of experience in the financial industry

• Proven experience delivering Salesforce solutions at scale in highly regulated enterprise environments

• Deep understanding of banking workflows, customer lifecycle, product lifecycle, and financial compliance

• Strong experience with Salesforce Financial Services Cloud and integrations with core banking systems and data lakes

• Ability to lead conversations with cross-functional teams and engage effectively with executives, senior leaders, and technical teams

• Familiarity with Agile delivery, Jira, Confluence, and Dev Ops pipelines in enterprise environments

Essential Skills

• Salesforce Functional Leadership

• Salesforce Financial Services Cloud (FSC)

• Business Analysis

• Requirements Gathering

• User Stories & Functional Documentation

• Agile/Scrum

• Jira

• Confluence

• Salesforce Security Best Practices

• Core Banking Integrations

• Financial Services Domain

• Stakeholder Management