BSA Salesforce

JOB DESCRIPTION

Location: Hybrid (Downtown, Toronto)

Duration: until Oct 31st | strong possibility of extension

Our client, a leading financial institution in Downtown Toronto, is looking for a BSA Salesforce to collaborate with business and technical stakeholders to gather, analyze, and refine functional and non-functional requirements, ensuring alignment with strategic objectives and technical feasibility.  The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

  • Lead and support day-to-day project activities, ensuring adherence to the organization’s risk culture, compliance standards, and operational controls.
  • Translate business needs into clear, actionable specifications and user stories, facilitating effective communication between business units and development teams.
  • Contribute to the design, development, and delivery of software solutions for bank’s Commercial Customers and internal users, with a focus on scalability, usability, and compliance.
  • Maintain and enhance the Salesforce platform, ensuring system availability, performance, and resolution of application issues promptly.
  • Stay current with Salesforce technologies and industry best practices, applying relevant updates and innovations to improve platform capabilities.
  • Foster a collaborative environment that promotes continuous improvement, operational efficiency, and proactive risk management across the team.

Must-Have Skills:

  • Extensive Salesforce Platform Expertise: Demonstrated in-depth knowledge of Salesforce products, including Financial Services Cloud, Service Cloud, and Sales Cloud, with hands-on experience in configuration and user management.
  • 10+ years of requirements Gathering & Integration Experience: Proven ability to elicit, analyze, and document business and technical requirements for Salesforce features and integrations, ensuring alignment with business objectives and system capabilities.
  • Platform Configuration Skills: Experience in building and configuring out-of-the-box Salesforce functionality, leveraging the platform’s full capabilities to deliver scalable and maintainable solutions.
  • Hands-on Experience with Financial Services Cloud: Practical experience in configuring user profiles, page layouts, and other components within Financial Services Cloud to support business processes and user needs.
  • Business Analysis & Planning: Active participation in the planning and analysis of system changes and enhancements, translating business needs into actionable technical specifications and user stories.

Nice-To-Have Skills:

  • Experience with nCino Credit Origination (managed package for Salesforce) – Credit package on top of Salesforce – looking for some experience here

Soft Skills Required:

  • Ability to translate technical knowledge into business value.
  • Strong communication skills to be able to communicate with various stakeholders/external teams and problem-solving
  • Working collaboratively – strong team player
  • Capable of adapting quickly, managing multiple demands & competing priorities, while delivering deadlines
  • Proven abilities to take initiative and be innovative.

Education:

  • Bachelor’s or Master’s degree in Computer Science or a related field.

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.