Overview
Reference JKJKPET6
Location Peterborough
Role Responsibilities
* Document functional requirements, user stories, process flows, and acceptance criteria.
* Log, track, and verify defects in the issue-tracking system (e.g., Jira).
* Collaborate with Salesforce developers, Architect and administrators to translate requirements user stories in JIRA
* Produce detailed specifications and mock-ups for business processes, Salesforce solutions and integrations/managed packages (e.g., with financial systems, document management)
* Support Agile delivery by prioritizing backlogs along with the product owners
* Track progress, manage risks, and communicate status to stakeholders
* Define and execute UAT and system-integration test plans, validating that delivered functionality aligns with requirements.
* Develop user guides, release notes, and training materials for new Salesforce features and processes working closely with the Project and Change pillar and the Training team.
* Conduct workshops and hands-on training sessions to drive adoption and user proficiency working closely with the training team.
* Support with release readiness reviews and support production deployments
Person specification
* Relevant Salesforce Certifications
* Experience in a Business Analyst role with Salesforce tools
* Experience operating within Agile/Scrum methodologies
* Experience working within the finance industry or with finance features would be a benefit
* Familiarity with project management tools including JIRA/Confluence and Miro
* Ability to understand user requirements and processes and identify potential issues during testing
* Strong evidence of stakeholder management around Salesforce best practice while capturing requirement
* Excellent communication and stakeholder-management skills, able to liaise effectively with legal and technical teams
* Strong analytical, problem-solving, and documentation skills.
Company Core Values
* Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
* Integrate: Bring together people and systems into a cohesive force
* Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
* Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
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