Technology / Domain:
CRM solutions and customer relationship management systems in the banking sector.
Professional Profile/ Required Experience:
-
2–4 years of hands-on experience as a Salesforce Implementer
-
Experience working with Salesforce in financial services / banking – a significant advantage
-
Familiarity with key modules such as: Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud.
Responsibilities:
-
Gather business requirements and work closely with business stakeholders within the bank
-
Configure and customize Salesforce according to business processes
-
Manage users, profiles, roles, and permissions
-
Maintain existing processes and system components
-
Design, build, and maintain integrations between Salesforce and internal banking systems
-
Perform functional testing (UT) and support go-live activities
-
Build reports and dashboards using Reports & Dashboards and data analysis tools.
Additional Skills:
-
Strong analytical thinking and system understanding
-
Ability to work with offshore platform teams
-
High level of English (spoken and written)
-
Ability to follow platform governance, guidelines, and controls
