Analyst/Developer (Salesforce)

Purpose Statement

• As a Salesforce system administrator, your primary responsibility is to ensure the smooth operation, maintenance, and optimisation of the Salesforce Platform within the organisation. This involves a range of tasks and responsibilities.
• To design, manage, test, implement and maintain decision and process automation through the use of low code functions aligned to business strategy and operational requirements, ensuring that the relevant internal and external governance is followed. 
• To provide support and query resolution and liaise with system parties to ensure timely resolution of business rules and process automation.

Education (Required)

(Required)

Knowledge and Experience

Experience (Required):

• Must have Salesforce Administrator Certification (ADM 201 or equivalent)
• At least 3 years' hands-on experience in Salesforce Support or Salesforce Administration
• Service Cloud and Sales Cloud
• Other Salesforce products (e.g., Marketing Cloud, nCino, FSC, etc.)

Knowledge (Required):

• User Management and Provisioning of the Salesforce FSC Platform
• Data Management and Maintenance of the Salesforce FSC Platform
• Overall System Maintenance of the Salesforce FSC Platform
• Coordinating the integration of Salesforce FSC with other systems and platforms
• Continuous Improvement and release management on the FSC Platform
• Contributing to the Business Strategy Documentation
• Responding to escalated support tickets related to Salesforce functionality, data, and processes
• Investigating and diagnosing issues, identifying root causes, and implementing effective solutions
• Collaborating with Level 1 Support to provide accurate information for issue resolution
• Assisting in user training and documentation to enhance self-service capabilities
• Performing data analysis, cleansing, and migration tasks
• Working closely with Salesforce developers on enhancements and customisations
• Monitoring system performance and recommending optimisations
• Remaining updated on Salesforce features and best practices
• Reviewing feedback and alerts from monitoring tools on daily basis
• Developing reports and dashboards, within Salesforce FSC, to provide insights and other relevant metrics for decision making purposes on Salesforce FSC
• Apex, Visualforce, Lightning Components, and other Salesforce development tools (proficiency)
• Web development technologies (HTML, CSS, and JavaScript)
• Creating new features and enhancements for existing Salesforce apps
• Maintaining the codebase, ensuring consistency with overall application architecture
• Communicating effectively with colleagues and cross-functional teams
• Configuration and customisation of Salesforce
• Integrations with third-party systems
• Data modelling and database concepts
• Managing key stakeholders and providing feedback timeously
• Collaborating within an Agile team environment to deliver high-quality solutions
• Prioritising and managing multiple tasks effectively and independently

Knowledge (Ideal - Nice to Have):

• Jira
• Confluence
• Business and System Analysis Methodologies (advanced understanding)
• ITIL Principles and the application thereof (advanced understanding)
• Best practices for Quality Assurance (QA)
• Banking systems and business models
• Compliance requirements specific to the financial services industry
• Client onboarding and relationship management
• Financial Product Management on Salesforce FSC
• Wealth Management and Financial Planning on Salesforce FSC
• Assessing and mitigating risks on Salesforce FSC
• Providing training and support, to Financial Advisors and other users, on how to use Salesforce FSC effectively

Skills

Additional Information