Salesforce Financial Services Cloud Technical SME

Job Summary

Join our dynamic corporate banking technology team as a Technical SME, specializing in Salesforce CRM. This role invites individuals with a unique blend of technological proficiency and deep expertise in CRM processes. As a key player, you will contribute to the design implementation, and enhancement of Salesforce FSC solutions, bridging the gap between business requirements and cutting-edge technology. If you are passionate about driving innovation in financial services and possess a strong blend of technical and functional skills, we invite you to contribute to our innovative CRM initiatives.

Responsibilities

• Analyse, design and implement technological solutions for Salesforce FSC features & Tableau BI dashboards in alignment with business requirements
• Serve as a subject matter expert (SME) in both technologies related to Salesforce CRM
• Collaborate with cross-functional teams to identify and implement system enhancements, ensuring seamless integration with existing banking systems
• Evaluate and optimize Salesforce CRM workflows, proposing and implementing process improvements for efficiency and risk mitigation
• Provide technical guidance to internal teams and external vendors, fostering a culture of innovation and continuous improvement
• Conduct regular training session for end-users to ensure effective utilization of Salesforce CRM tools and systems
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting Salesforce CRM and provide strategic insights to management
• Act as a liaison between business stakeholders and IT teams, facilitating clear communication and understanding of requirements on both sides
• Perform system testing, troubleshooting and provide post-implementation support for Salesforce CRM solutions
• Collaborate with cybersecurity teams to ensure the implementation of robust security measures for Salesforce CRM systems

Requirements

• Degree in a finance, or IT related discipline
• Proven experience in a tech lead role within the banking or financial services industry, with a focus on Corporate Salesforce CRM – FSC (Financial services cloud)
• Strong experience in Salesforce FSC CRM and Tableau BI dashboards development
• Excellent analytical and problem-solving skills, with the ability to translate business requirements into technical solutions
• Effective communication skills to convey complex technical concepts to non-technical stakeholders
• Familiarity with regulatory compliance and risk management practices in the banking sector
• Project management experience, including the ability to lead and execute initiatives from conception to completion
• Strong teamwork and collaboration skills, with the ability to work in a fast-paced and dynamic environment

Skills Required
Salesforce Crm, Cybersecurity, Regulatory Compliance, Risk Management