Salesforce Consultant, FINS/FSC

• About the Role Our Salesforce Consultants will work alongside project team members to ensure requirements, user stories and testing meet client and team expectations for our Salesforce Implementation Projects for our Financial Services customers. Your main tasks will include performing detailed requirements analysis, documenting processes, writing user stories and test criteria, and supporting test and training execution, however, ability to understand Salesforce.com declarative functions and supporting the team as needed with admin functions is ideal. You will work closely with all team members, including project managers, architects and developers as well as client product owners, subject matter experts, technology resources and executives. You possess a passion for problem-solving, details and analysis to help teams and clients succeed. You serve as the Voice of the Customer.

• About you
• A team player with a positive demeanor with good interpersonal skills with respect to internal and external interactions and relationships.
• Service-oriented and innately driven to produce outstanding customer satisfaction and results.
• Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
• Highly organized and detail oriented with excellent verbal and written communication skills
• Analytical and prone to logically and methodically work through problems
• Possess a sense of urgency with strong organizational and follow-up skills.
• Ability to develop relationships with new people in a professional environment and a desire to proactively contribute to, and enhance, team outputs
• Enjoys discovering, learning about and implementing new technologies
• Primary Responsibilities
• Coordinate, lead & facilitate client Discovery & refinement sessions to generate & clarify requirements (co-lead w/ Solution Architect)
• Support the execution of all project implementation phases including client discovery, requirements gathering, user story definition, system and user testing, deployment, training and post go live support
• Acts on behalf of the customer and end users to define requirements and ensure the solution and end results meet their needs. The consultant serves as the customer advocate ensuring the user stories align with their specifications including any edge cases that might be discovered.
• Identify business KPIs & measuring ROI for customers
• Effectively translate customer requirements, both functional and technical, into well-organized, documented user stories for team development, including acceptance criteria and design considerations
• Collaborate with customers to define project related Critical Success Factors (CSFs) & ROI measurements to articulate value related to client business goals. Capture baseline metrics, monitor progress and provide updates to customers.
• Demonstrated expertise in guiding organizations through change management, ensuring smooth adoption of new software systems by aligning stakeholders, facilitating training, and mitigating resistance through clear communication and strategic planning
• Document and manage user stories, requirements (RTM/BRD), process flows and UACs
• Create business process flows, use cases, user stories and acceptance criteria.
• Support, prep and co-lead sprint demos to showcase build activities to the client and facilitate feedback discussions as the functionality relates to customer requirements
• Builds, organizes, grooms and maintains the project backlog, ensuring the backlog is prioritized and aligned to project and team objectives
• Work closely with senior team members to ensure deliverables meet requirements; create and maintain documentation as required
• Support team with testing execution against user stories and test plans against all phases of an engagement, including test scenario execution, testing results documentation and defect tracking and resolution
• Create and contribute to project documentation as required
• Contribute to configuration and declarative build tasks within Salesforce
• Contribute to a collaborative team environment through internal knowledge sharing and skill development
• Conduct training & functional knowledge transfer activities
• Required Qualifications
• Minimum of 3+ Years in the financial services industry, preferably in Banking & Lending.
• Minimum 2 years experience in a Salesforce consulting environment
• Minimum 1 years experience with Agile project methodology including basics of backlog management, user story definition and components, acceptance criteria and sprint planning
• Financial Services Cloud Accredited Professional
• Familiarity with Core Banking Systems, such as JH Symitar Episys, FiServ, FIS or others
• Familiarity with Loan Origination Systems, such as Encompass, MeridianLink, nCino or others
• Practical and applied knowledge of software development best practices such as requirement tracking/documentation and code reviews
• Preferred Qualifications
• Salesforce Certified or Accredited Administrator, Business Analysis Associate or other related certifications
• Experience with Core Banking Systems, such as JH Symitar Episys, FiServ, FIS or others
• Experience with Loan Origination Systems, such as Encompass, MeridianLink, nCino or others
• Exposure to business analysis and related tasks required
• Experience with a professional consulting organization a plus
• Working understanding of all phases of the application development life cycle and understand SDLC/ Waterfall and Agile concepts

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