Salesforce Functional Analyst

1 Day ago • All levels

About the job

SummaryBy Outscal

Salesforce Functional Analyst needed with experience in CRM process design and implementation, specializing in Financial Services. Must have Salesforce certifications and experience in full cycle software development. The role involves designing, developing, and implementing Salesforce solutions for clients.

Management Level

Senior Associate

Job Description & Summary

A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client’s challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's/client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarising key points.
  • Uphold the firm's code of ethics and business conduct.

Role Summary:

South African Technology & Innovation Centre (SATIC) is the latest part of PwC, a global brand delivering services for the biggest clients in the world.  PwC leads the way in human led, technology enabled professional services, working with clients to transform their business and make it fit for the future. 

We are looking for candidates who bring in-depth market experience, who see technology as a way to enable and drive human innovation and who want to be a part of a community of solvers, to tackle the biggest challenges in society. 

If you are looking for a career where every day is different, where challenges are complex and where you can make a real difference, then we want to hear from you.  By choosing to join SATIC, you are choosing to work with teams all over the world, harnessing the power of world leading tech and making a difference to real people’s lives.

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

  • Industry experience

required:

  • Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management)"

.

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Job Posting End Date

November 15, 2024


About The Company

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 327,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity.


Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.

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