Functional Analyst (Salesforce)
The Functional Analyst is responsible for translating business needs into concrete Salesforce Financial Services Cloud solutions through configuration and design. They will lead end-to-end integration projects, write user stories, and collaborate with multidisciplinary teams to ensure business objectives are met.
- On-site
- Québec, QC
- Posted Aug 5, 2026
- 1 position
Job summary
We are currently seeking a Functional Analyst / Salesforce Financial Services Cloud Configurator, responsible for translating business needs into concrete CRM solutions configured in Salesforce. This role is central to process transformation and combines: Functional analysis Solution design Salesforce configuration Main responsibilities: Write user stories for the project. Design technical solutions and configure Salesforce Financial Services Cloud. Collaborate closely with executives, the Product Owner, the project manager, enterprise architecture, operations, and the project team. Contribute to addressing roadblocks, risks, and external challenges encountered by the team. Demonstrate versatility and a willingness to contribute to all team activities, even if they sometimes take you outside your primary role (T-Shape). Act as a subject matter expert and consultant to a multidisciplinary team on projects and mandates specific to your area of expertise, projects with significant scope and impact for the financial sector. Identify and analyze technical issues. Raise critical issues. Establish frameworks and make recommendations to the relevant bodies and committees. Act as the lead for aligning the solution with business objectives and operational needs. Act as the lead for the end-to-end integration of the technical solution (from design to deployment). Propose and recommend technical solutions that bring added value to the organization. Ensure the quality of deliverables for the projects under your responsibility. Translate business needs into functional requirements, document and validate them. Contribute to the definition and prioritization of requirements. Contribute to the development of the testing strategy. Support the business unit during the deployment of the solution(s). Work closely with the product manager and the integration solutions architect. Contribute to performance discussions based on progress indicators. Requirements Skills Salesforce Financial Services Cloud configuration Objects, fields Flows Validation rules Security Customer focus Fostering innovation Engaging people Collaborative thinking Action-oriented Making sound decisions Versatility (T-shape) Learning agility Strong interpersonal skills Networking Planning and coordination Effective communication Meeting delivery deadlines REQUIRED Salesforce Financial Services Cloud configuration (objects, fields, flows, validation rules, security) | Mandatory | All requirements User story writing and functional requirements documentation | Mandatory | All requirements Ability to interact with executives, product owners, architects, and business teams in a matrix structure | Mandatory | All requirements 8+ years of experience | Mandatory | All requirements PREFERRED Experience in a financial environment | Mandatory | All requirements Experience in end-to-end integration (design to deployment) | Mandatory | All requirements Contribution to the testing strategy | Mandatory | All requirements ASSET Salesforce certification (Salesforce Administrator, Financial Services Cloud Accredited Professional, or equivalent) | One option is sufficient | All requirements WHAT WE DON'T WANT A purely Business Analyst profile with no direct Salesforce configuration experience. A generalist Salesforce Admin with no Financial Services Cloud experience. A profile that has never written user stories or translated business needs into specifications. A candidate with no experience in the financial or insurance sector. A profile that requires close supervision and is uncomfortable in an agile matrix structure.
What you’ll do
The Functional Analyst is responsible for translating business needs into concrete Salesforce Financial Services Cloud solutions through configuration and design. They will lead end-to-end integration projects, write user stories, and collaborate with multidisciplinary teams to ensure business objectives are met.
Requirements
Candidates must have over 8 years of experience with Salesforce Financial Services Cloud configuration, including objects, fields, flows, and security. Strong expertise in documenting functional requirements and interacting with executives in a matrix structure is mandatory.
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Salesforce Financial Services Cloud
- Functional Analysis
- Solution Design
- User Story Writing
- CRM Configuration
- Data Modeling
- Flows
- Validation Rules
- Security Configuration
- Financial Sector Knowledge
- End-to-end Integration
- Testing Strategy
- Agile Methodology
- Stakeholder Management
- Technical Documentation
- Business Requirements Analysis
- Project Design
- Action Oriented
- Process Transformation
- Technical Issues
- Salesforce Certification
- Business Objectives
- Learning Agility
- Effective Communication
- Salesforce Certified Administrator
- Planning
- Customer Relationship Management
- Customer Service
- Financial Services
- Functional Requirement
- Innovation
- Enterprise Architecture
- Interpersonal Communications
- Project Management
- Operations
- Product Management
- Scrum (Software Development)
- Salesforce
- Solution Architecture
- User Story
- Writing
- Coordinating
- Prioritization
Job areas
- Technology
- Finance & Accounting
- Software
- Consulting
- Salesforce Analyst
- Cloud Product Manager
- Research and Development Managers
- Marketing Managers
Additional details
- Minimum experience
- 5+ years
- Posting language
- English
- Working hours
- 40 hours per week