Salesforce Transformation Expert
3 weeks ago
Company Overview
">We are working with a leading consultancy in London to support their Salesforce transformation programme for a prominent client in the insurance market. This initiative aims to enhance customer experience and optimise operations. We are seeking a seasoned Salesforce Functional Consultant with strong business analysis skills, proficient in Financial Services Cloud and Vlocity (Salesforce Industries Insurance), to drive and shape this transformative project.
">Role Summary
">As the Salesforce Functional Consultant, you will bridge business needs with Salesforce solutions, leveraging your expertise in functional design and business analysis. You will work closely with stakeholders to capture and analyse business requirements, translating them into functional specifications and Salesforce configurations. This role combines hands-on solution design with a strategic perspective to ensure the platform supports operational efficiency and long-term objectives.
">Key Responsibilities
">- Collaborate with business stakeholders to capture and validate detailed business requirements, using business analysis techniques such as interviews, workshops, and process mapping to understand and document functional needs.
- Translate business requirements into detailed user stories, process workflows, and acceptance criteria that align with Salesforce best practices, ensuring solutions meet the functional and strategic goals of the organisation.
- Lead workshops to map, document, and optimise business processes within Salesforce, focusing on identifying efficiencies, automation opportunities, and best practices.
- Configure Salesforce Financial Services Cloud and Vlocity Insurance Cloud solutions to meet defined requirements, ensuring all configurations are aligned with business needs and platform capabilities.
- Create and maintain comprehensive documentation, including functional specifications, user stories, and test cases. Facilitate user acceptance testing (UAT) and manage feedback loops to ensure all functional requirements are met.
- Conduct data analysis to support the development of reports and dashboards that provide actionable insights and support key business metrics.
- Deliver user training sessions and create user guides to promote Salesforce adoption, building capability among end-users and supporting the continuous improvement of Salesforce use within the business.
- Monitor platform usage, identify opportunities for improvement, and gather user feedback to enhance Salesforce functionality, ensuring it continues to meet evolving business needs.
Estimated Salary: £60,000 - £80,000 per annum, depending on experience.
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