SATIC - Salesforce Functional Analyst at PricewaterhouseCoopers (PwC)

Qualifications /Certifications required:

• Salesforce Certified Administrator
• Salesforce Certified Platform App Builder
• Salesforce Certified Sales Cloud (desirable)
• Salesforce Certified Service Cloud (desirable)
• Salesforce Certified Community Cloud (desirable)
• Certified Agile Practitioner (optional)
• Salesforce Accredited Financial Services Cloud (optional)
• Salesforce Certified Business Analyst (optional)

Experience required:

• Experience in full cycle software development
• Experience with Salesforce configurations
• Background in CRM process design and implementation
• Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management)
• Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools

Responsibilities of role:

Development of client solutions:

• Contributing to  engagement deliverables pertaining to all aspects of Salesforce Technology.
• Assist discovery & design workshops to identify client requirements.
• Designing and/or Reviewing of Salesforce solutions to meet client requirements.
• Inputting into the estimation of engagements in discovery, pre-build and in-build phases.
• Managing your build of Salesforce solutions using configuration.
• Responsibility for the quality and timeliness of your build deliverables.
• Ability to perform Customisation of Salesforce using Configuration.
• Facilitating End User Training and other user adoption activity.
• Work in an agile culture and work in a high performance driven environment
• Help identify and maintain client and stakeholder relationships.
• Recommend new features and improvements to optimize and increase use of the client's platform.
• Provide technical specifications and help maintain overall documentation for the business.
• Adhere to and promote best practices, and design the guidelines.

Commercial

• Supporting Pre-sales during development of new business with new or existing clients
• Support the production of proposals & working with wider teams to present proposals
• Assist in the review of proposals during the pre-sales process to ensure proposal accuracy
• Working with the commercial teams to ensure a smooth handover in to Delivery processes
• Ability to work with engagement leadership to ensure accurate and achievable resourcing planning

General

• Maintain certification in selected salesforce products
• Maintain and improve internal team skills, processes and ways of working.
• Help mentor and coach other colleagues.
• Participate in the PwC culture, practices and teams..

Desirable skill sets include:

• Strong presentation and communication skills
• Strong aptitude; logical and analytical ability

Role related attributes:

• Strong presentation and communication skills
• Strong aptitude; logical and analytical ability
• Facilitating discovery workshops
• Documentation of requirements
• Translation of client requirements into designs and solutions
• Management of design and requirement issues and change requests
• Gap analysis and capability mapping
• End User Training and other user adoption activities
• Developing project delivery roadmaps
• Reporting of delivery performance, risks and issues