Salesforce Business Analyst (Financial Services Cloud)
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Description
The client is looking for a business analyst who acts as the functional Salesforce reference within a squad responsible for the wealth management advisors’ CRM.
The role covers the full cycle: scoping and design workshops, user story writing, process and journey modelling in Salesforce, acceptance criteria and UAT support, then deployment support.
The mandate is specific about the FSC landscape: lead conversion, opportunity, activity and appointment processes, and the Account, Household and Fin…
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