Job Description

About the Role

The ideal candidate will serve as the bridge between business stakeholders and technical teams, translating business needs into effective, scalable Salesforce solutions. This role requires a deep understanding of financial services processes and how to leverage Salesforce FSC to drive efficiency and meet strategic business goals.

Responsibilities

• 8+ years business and data analyst experience creating business systems requirement documents, analyzing data and supporting software development from a variety of production systems and data platforms.
• 2-3 years working experience with Salesforce FSC.
• A background in the financial services or insurance sector and expertise in Salesforce Financial Services Cloud (FSC).
• Excellent interpersonal communication, coordination, requirement gathering and planning skills with cross-functional teams.
• Special combination of technical skill and business acumen, along with a high degree of confidence.
• Strong organizational skills and detail-oriented.
• Outcome-oriented with the ability to drill down from the big picture to process details.
• Ability to communicate objectives, plans, status, and results clearly.
• Ability to understand and translate business needs into technical requirements.
• Ability to collaborate across diverse teams and organizations.
• 2 years of Salesforce product owner experience, defining the product vision working closely with business stakeholders, managing and prioritizing the product backlog, and collaborating with stakeholders and development teams to deliver valuable solutions preferred.

Qualifications

• Bachelor's Degree, preferably in Business or an analytical field such as Economics, Mathematics, Engineering, Computer Science.

Required Skills

• 8+ years business and data analyst experience creating business systems requirement documents, analyzing data and supporting software development from a variety of production systems and data platforms.
• 2-3 years working experience with Salesforce FSC.
• A background in the financial services or insurance sector and expertise in Salesforce Financial Services Cloud (FSC).
• Excellent interpersonal communication, coordination, requirement gathering and planning skills with cross-functional teams.
• Special combination of technical skill and business acumen, along with a high degree of confidence.
• Strong organizational skills and detail-oriented.
• Outcome-oriented with the ability to drill down from the big picture to process details.
• Ability to communicate objectives, plans, status, and results clearly.
• Ability to understand and translate business needs into technical requirements.
• Ability to collaborate across diverse teams and organizations.

Preferred Skills

• 2 years of Salesforce product owner experience, defining the product vision working closely with business stakeholders, managing and prioritizing the product backlog, and collaborating with stakeholders and development teams to deliver valuable solutions preferred.

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