Salesforce Functional Analyst (CRM)
UpperGround by Hudson - Data & Analytics
Posted 11 days ago
Role & Responsibilities:
The Salesforce Technical Functional Analyst role will bridge the gap between business requirements and technical delivery, ensuring scalable, compliant, and high-performing Salesforce solutions.
- Functional Analysis & Stakeholder Engagement:
- Collaborate with business stakeholders to gather, analyse, and document functional and non-functional requirements.
- Translate business needs into detailed user stories, process flows, and solution designs.
- Conduct workshops and interviews with Superannuation Insurance domain experts to align Salesforce capabilities with industry-specific needs.
- Function as a liaison between business users and technical teams to ensure alignment and clarity.
- Salesforce Platform Expertise:
- Design and configure solutions using Salesforce Financial Services Cloud, including clients/household/related data models, and financial account structures.
- Leverage Marketing Cloud for customer journey mapping, campaign automation, and personalized communications.
- Ensure compliance with APRA and other relevant data regulatory frameworks in solution design.
- Technical Analysis & Integration:
- Collaborate with Salesforce developers and architects to define technical specifications and integration patterns.
- Support the design and implementation of MuleSoft APIs for seamless integration with core Superannuation systems (e.g., registry platforms, CRMs, data warehouses).
- Conduct impact analysis and data mapping for legacy system migration.
- Testing & Quality Assurance:
- Define and execute functional test cases and support UAT activities.
- Validate data integrity and system behaviour across integrated platforms.
- Ensure solutions meet performance, scalability, and security standards.
- Documentation & Governance:
- Maintain comprehensive documentation including solution designs, configuration guides, and integration specifications.
- Support change management and release planning processes.
- Contribute to governance frameworks and best practices for Salesforce platform usage.
Experience Sought:
About the Person:
- They are a proactive, results-driven individual who thrives in dynamic environments and takes ownership for their work.
- They bring a calm, thoughtful presence to complex situations, balancing empathy, and diplomacy with a clear, confident communication style.
- They are a true team player – who look to drive out benefits for the collective!
- Whether working independently or as part of a team, they manage competing priorities with focus and flexibility.
- They are naturally curious, open to feedback, and bring a collaborative mindset that helps build trust and momentum across diverse stakeholders.
- Their ability to connect with people, listen deeply, and translate complexity into clarity makes them a trusted collaborator and a valued contributor.
Essential Experience:
- 5+ years of experience as a Salesforce Business Analyst or Technical Analyst.
- Proven experience with Salesforce Financial Services Cloud and Marketing Cloud in Superannuation enterprise environments.
- Strong understanding of Superannuation industry processes, products, and regulatory requirements.
- Experience with MuleSoft Anypoint Platform and API-led integration.
- Proficiency in Agile delivery methodologies and tools (e.g., Azure DevOps, Jira, Confluence).
- Excellent communication, stakeholder management, and documentation skills.
Desirable Experience:
- Salesforce certifications (e.g., Salesforce Administrator, FSC Consultant, Marketing Cloud Consultant).
- Experience in data migration and transformation projects.
- Familiarity with CI/CD pipelines and DevOps practices in Sales
Please note for all Australian based contract and temporary roles, the pay rate is inclusive of mandatory 25% casual loading. This excludes permanent and fixed term roles.
About UpperGround by Hudson - Data & Analytics
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