Job Description
Hiring Manager: Channel Management & Support Senior Manager
Location Address: 40 Temperance Street 15th Floor – hybrid – 4 days onsite/week (may change to 5 days)
Contract Duration: ASAP – 10/30/2026
Possibility of extension and conversion to FTE
Candidate Value Proposition:
The successful candidate will have the opportunity to work within a Global Capacity at Banking client.
Typical Day in Role:
• Provide functional support for Salesforce Financial Services Cloud (FSC), including data structures, objects, workflows, and user support.
• Investigate and resolve salesforce data quality and process issues, collaborating with business and technical teams to ensure data accuracy and efficiency
• Deliver training to cross-functional teams on creating and managing salesforce reports and dashboards
• Analyze, document, and translate data requirements into detailed specifications, including source to target mappings, transformation rules, and data quality checks.
• Perform detailed data analysis to troubleshoot issues and support data pipeline processes.
• Support data migration activities, including documentation of cleansing rules and validation of end to end test results.
• Gather, analyze, and document business requirements; translate them into functional and technical specifications.
• Develop user stories, process flows, and functional specifications for data and technology initiatives.
• Conduct gap analysis, identify risks, and propose solutions for complex data and business problems.
• Support User Acceptance Testing (UAT)
• Act as a liaison between business stakeholders, IT, and data engineering to ensure alignment and clarity.
• Build and optimize Salesforce reports and dashboards. Investigate and resolve Salesforce data and process issues with business and technical teams.
Candidate Requirements/Must Have Skills:
8+ years of experience in data analysis and data modeling (documentation skills for both business and technical requirements)
Hands-on experience with data modeling, DAX, dashboards, reporting
3+ years of experience with Salesforce FSC, especially reporting and data model understanding.
Knowledge of data warehousing, ETL, data pipelines, and metadata management
Nice-To-Have Skills:
Experience in Wealth Management, Capital Markets, or Financial Services
Bilingual in Spanish
PowerBI
Education:
Bachelor's degree in Computer Science, Information Systems, Business, Engineering, or equivalent.
Best VS. Average Candidate:
The ideal candidate would be bilingual in Spanish, with strong Salesforce experience and wealth management experience.