Job Description

The Role:

Document functional requirements, user stories, process flows, and acceptance criteria. Log, track, and verify defects in the issue-tracking system (e.g., Jira). Collaborate with Salesforce developers, Architect and administrators to translate requirements user stories in JIRA Produce detailed specifications and mock-ups for business processes, salesforce solutions and integrations/managed packages (e.g., with financial systems, document management) Support Agile delivery by prioritizing backlogs along with the product owners Track progress, manage risks, and communicate status to stakeholders Define and execute UAT and system-integration test plans, validating that delivered functionality aligns with requirements. Develop user guides, release notes, and training materials for new Salesforce features and processes working closely with the Project and Change pillar and the Training team. Conduct workshops and hands-on training sessions to drive adoption and user proficiency working closely with the training team. Support with release readiness reviews and support production deployments

The Person:

Relevant Salesforce Certifications Experience in a Business Analyst role with Salesforce tools Experience operating within Agile/Scrum methodologies Experience working within the finance industry or with finance features would be a benefit Familiarity with project management tools including JIRA/Confluence and Miro Ability to understand user requirements and processes and identify potential issues during testing Strong evidence of stakeholder management around Salesforce best practice while capturing requirement Excellent communication and stakeholder-management skills, able to liaise effectively with legal and technical teams Strong analytical, problem-solving, and documentation skills.

Company Core Values:

Aspire:

To challenge convention, an entrepreneur with energy for change. To be the best that we can be

Integrate:

Bring together people and systems into a cohesive force

Innovate:

To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth *

Commit:

To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage