T&DS - Salesforce Functional Analyst

Forvis Mazars is a leading international professional services firm. We are a united partnership delivering exceptional quality in audit, accounting, tax, financial advisory, outsourcing and consulting. Forvis Mazars is also a great place to be, with a diverse culture and a clear focus on helping people reach their personal aspirations. Together, we make a difference by helping to create a fair and prosperous world.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact, so that everyone can reach their full potential.

That’s why Forvis Mazars is the smart choice.

About Technology & digital solutions

The Technology & digital solutions (T&DS) is leading Forvis Mazars digital transformation. We aim at providing Forvis Mazars professionals with a seamless digital experience allowing greater collaboration worldwide in a safe environment. As a result, they’ll be empowered to deliver more value to clients every day.  

To reach these goals, T&DS transformation programme aims at consolidating the IT operations from a multi-local model spread across 100+ countries into a global model. This includes the infrastructure and the operating model needed to support the business, people and clients now and in the future. 

The success of this change relies on the great expertise and relentless engagement of every member of the team. This is a great moment to join the Technology & digital solutions organisation and be part of the delivery of this major transformation over the coming years!

Salesforce Functional Analyst

Role purpose, accountabilities, experience, knowledge, and skills

This is a permanent role reporting to the T&DS Data Office owner.

The T&DS Salesforce Functional Analyst connects with Business team to understand business requirements and translate them into technical and functional solution through Salesforce technology application.

The role requires a deep understanding of Salesforce platforms, strong analytical and project delivery process and the ability to collaborate with both technical and business teams.

Key responsibilities

1. Act a Salesforce technical expert within the Business team.
2. Ensures software applications meet technical and functional requirements
3. Ensures compliance with application standards, good business practices and group processes
4. Ensures level 3 support, corrective maintenance and evolution of the application (requirement analysis, definition of technical and functional specifications, system configuration, etc.)
5. Executes and manages tests campaign (Integration + No regression test)
6. Support Business team in UAT final test
7. Write application documentation (design document, user guide, specification, tests document, etc.)
8. Influences foster decision-making with the domain of expertise
9. Leads application project deployment Release note, MEP, Post MEP controls
10. Collects and documents functional requirements from Business Team
11. Transforms the requirements into a solution with Third party
12. Ensures compliance with T&DS standards
13. Proposes improvement ideas
14. Manages the integration of vendor tasks and tracks and reviews vendor deliverables
15. Ensures handover to operation team (Support team).

• Education: Bachelor’s degree in business, Information Technology, or a related field. A Master’s degree is a plus.
• Experience: 3+ years of experience as a functional analyst, with at least 2 year focusing on Salesforce CRM systems.
• CRM Platforms: Strong experience with Salesforce CRM platforms; APIs norms
• Analytical Skills: Strong data analysis skills, including the ability to interpret business needs and translate them into technical solutions.
• Project Management: Knowledgeable in CRM projects, using methodologies like Agile.
• Technical Skills: Familiarity with CRM integrations, database management, and business intelligence tools (SQL, Power BI).
• Communication: Excellent verbal and written communication skills in French and English, with the ability to present complex information to non-technical audiences.
• Problem-Solving: Strong critical thinking and problem-solving skills to address business challenges and optimize systems.