This position is responsible for executing against the strategic projects for enhancing the capabilities of the Salesforce/Service Cloud platform.
Works closely with line of business and technology colleagues to elicit, capture, and translate business requirements into technical requirements.
Responsible for scheduling and leading requirement gathering sessions with cross functional partners including external vendors.
Acts subject matter expert on development projects to ensure project/system design and implementation meets business needs.
Write acceptance criteria and test scripts to ensure new functionality works as designed throughout development process.
Manage testing coordination, execution and sign-off with various teams and end-users.
Assist with change management activities and documentation.
Requirements
Undergraduate degree in business or equivalent work experience
Experience with / knowledge of commercial banking, commercial deposit origination, payments onboarding, or commercial servicing preferred
Minimum 2-3 years of experience in financial services
Minimum 1-2 years of experience using Salesforce application
Experience with various Salesforce Tools preferred (ie Service Cloud, Marketing Cloud, CRM Analytics, Data 360, Agentforce)
Project management experience or experience leading teams and/or projects
Knowledge of Agile concepts and tools (ie Jira, Confluence)
Knowledge of system testing concepts
Ability to plan, multi-task, manage time effectively, and work on own with limited direction
Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences.
Tech Stack
Cloud
Benefits
Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives