Financial Services Cloud Specialist
6 days ago
Educators Financial Group is committed to excellence in financial services and insurance. We are seeking a skilled Business Analyst to join our team and contribute to our success.
This role offers a challenging and rewarding work environment where you will have the opportunity to grow professionally and personally. Enjoy a competitive salary range, outstanding benefits, and a dedicated learning and development budget.
About the Role:The successful candidate will be responsible for supporting business technology projects and enhancing CRM effectiveness. This will involve collaborating with stakeholders to understand business processes, gathering requirements, and developing solutions using Financial Services Cloud.
Key Skills and Qualifications:- Bachelor's degree in business, Computer Science, or a related field.
- Experience in a Business Analyst role within the financial services industry.
- Strong knowledge of wealth management and related processes.
- Solid knowledge of Salesforce and its capabilities.
- Achievement or working toward Salesforce and Financial Services Cloud Certification is required.
- Excellent analytical and problem-solving skills.
- Effective communication and interpersonal skills.
- Ability to work in a team-oriented, fast-paced environment.
- Ability to manage multiple projects and prioritize tasks.
- Competitive salary range.
- Outstanding group health benefits.
- Defined benefits pension plan.
- Dedicated learning and development budget.
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