Salesforce Functional Designer

Tamanna Technology; Toronto; On-site; CAD 110,000 - 140,000; Full time

Job summary

The role requires strong experience with Salesforce Admin capabilities and familiarity with Salesforce Financial Services Cloud, Jira/Confluence, and DevOps pipelines in enterprise settings.

Qualifications

• Degree in engineering or related field is required.
• Extensive Salesforce experience in analyst/designer roles.
• Strong banking/financial services domain knowledge is preferred.
• Experience with agile tools (Jira, Confluence) and DevOps pipelines.
• Experience creating user stories and acceptance criteria.
• Experience with Salesforce Financial Services Cloud is advantageous.
• Ability to translate business needs into detailed requirements.

Responsibilities

• Collaborate with the Product owner and functional Lead to refine the product backlog, translate business needs into detailed user stories and define acceptance criteria
• Engage with stakeholders to gather, clarify and validate requirements (performance, usability, compliance security included)
• Participate all scrum ceremonies and lead squad refinement sessions
• Support QA by providing functional scenarios, clarifying requirements and validating test cases against business needs
• Perform POC and impact analysis on existing Salesforce processes, configurations and data
• Configure Salesforce declarative features like validation rules, flows, page layouts, profiles, PS and PSG to support business needs
• Assist in defect triage and resolution
• Ensure compliance with Salesforce best practices and security standards

Skills

Salesforce Analyst/Designer

Financial industry

User stories & acceptance criteria

Banking workflows understanding

Agile delivery familiarity

DevOps pipelines familiarity

Education

Relevant college, university, or post-graduate degree in Engineering or related education

Tools

Jira

Confluence

Salesforce Financial Services Cloud

Salesforce Admin knowledge

Job description

• Collaborate with the Product owner and functional Lead to refine the product backlog, translate business needs into detailed user stories and define acceptance criteria
• Engage with stakeholders to gather, clarify and validate requirements (performance, usability, compliance security included)
• Participate all scrum ceremonies and lead squad refinement sessions
• Support QA by providing functional scenarios, clarifying requirements and validating test cases against business needs
• Perform POC and impact analysis on existing Salesforce processes, configurations and data
• Configure Salesforce declarative features like validation rules, flows, page layouts, profiles, PS and PSG to support 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
• 8+ years of experience working as a Salesforce Analyst/Designer and 5+ years experience in financial industry
• Strong experience as a Salesforce Administrator and foundational understanding of Salesforce Financial Services cloud
• Experience creating and managing user stories, acceptance criteria and backlog refinement
• Basic understanding of banking workflows, customer and product lifecycle
• Experience with Jira, confluence or similar Agile project management tools
• Familiarity with Agile delivery, Jira, confluence and DevOps pipelines in enterprise settings