Salesforce - Financial Cloud Technical Tester
We are seeking experienced and detail-oriented Salesforce Financial Cloud Senior Testers with a strong background in testing Salesforce Financial Cloud implementations.
The role involves working with cross-functional teams to ensure seamless and efficient testing, validation of financial workflows, and enhancement of system functionality.
Key Responsibilities:
- Design, develop, and execute test plans, including functional, system integration, regression, and user acceptance testing (UAT), tailored specifically for Salesforce Financial Services Cloud implementations.
- Data Validation in Financial Workflows: Validate customer financial profiles, relationship groups, and action plans to ensure accurate representations of client data.
- Assess the performance and functionality of integrated Salesforce Einstein Analytics dashboards specific to the financial services domain.
- Validate seamless communication across multiple financial service channels, such as branch services, client portals, and advisor workflows.
- KYC and Compliance Testing: Ensure Salesforce Financial Cloud solutions adhere to Know Your Customer (KYC) guidelines and regulatory standards (e.g., GDPR, POPIA).
- API and Integration Testing: Test integrations between Salesforce Financial Cloud and third-party financial systems like payment gateways, investment platforms, and CRMs.
- Client Lifecycle Management (CLM): Evaluate features related to client onboarding, tracking customer goals, and managing financial milestones to guarantee operational consistency.
- Field-Level Testing: Perform detailed testing on customizable fields such as account types, interest rate inputs, and risk tolerance levels to ensure precision in financial advisory workflows.
- Platform Upgrades and Feature Testing: Validate new Financial Services Cloud features, platform upgrades, and security updates to ensure zero disruption in services.
Required Skills and Qualifications:
- Salesforce Expertise: Proficiency in Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, and Community Cloud.
- Financial Industry Knowledge: Strong understanding of financial workflows such as loan origination, wealth management, and insurance services.
- Automation Testing: Hands-on experience with testing frameworks like Provar, Selenium, or TestNG tailored to Salesforce environments.
- Data Testing: Experience validating financial data integrity across complex data migrations and large datasets.
- Performance Testing: Familiarity with tools like JMeter to test the scalability and responsiveness of Salesforce implementations.
- Experience with DevOps: Use of CI / CD tools such as Jenkins or Git for integrating test automation into pipelines.
- Stakeholder Collaboration: Work closely with business analysts, developers, and financial advisors to validate system performance and compliance.
Preferred Qualifications:
- Salesforce certifications like Financial Services Cloud Accredited Professional or Certified Platform App Builder.
- Familiarity with financial domain systems, including SAP Financials or Oracle Financial Cloud.
- Proficiency with defect tracking systems (e.g., JIRA) and Agile / Scrum methodologies.
Opportunity to grow and contribute to transformative financial technology projects. Competitive compensation package and career development opportunities.
Job Types: Full-time, Temporary, Temp to perm
Experience:
- Technical Expertise: 7 years (Preferred)
- Financial Domain Knowledge: 7 years (Preferred)
- Salesforce Financial Cloud: 7 years (Required)
Seniority level: Mid-Senior level
Employment type: Contract
Job function: Quality Assurance
Industries: Business Consulting and Services