Solution Analyst

A Solution Analyst is responsible for evaluating, designing, and implementing IT systems to meet business needs.

They act as a bridge between business users and IT teams, ensuring that technology solutions are aligned with organizational objectives and function efficiently.

• Gather, analyze, and document business requirements in system functional requirements.
• Identify and document system gaps.
• Work with stakeholders to translate business needs into technical specifications.
• Translate business requirements into functional Salesforce requirements.
• Draft Technical/Functional specifications (FRS, BSS, Use Cases) outlining design and implementation.
• Align functional requirements with out of the box Salesforce configuration utilities such as standard/custom objects, field mappings, workflows, validation rules and automation (Process Builder, Flow).
• Conduct impact assessments and feasibility studies for product capabilities and solutions.
• Perform gap analysis and document current (as is) and future (to be) processes.

• Collaborate with business stakeholders, designers, developers, and architects to design IT product solutions.
• Ensure systems are scalable, secure, and aligned with business goals.
• Provide input on system architecture and integration with existing technologies.

• Define clear functional acceptance criteria and support system testing.
• Assist end users during UAT cycles to ensure understanding of system capabilities.
• Identify, document, and track system defects and performance issues.
• Work with QA teams to ensure functionality aligns with business requirements.

• Assist in system deployment, upgrades, and configuration.
• Provide ongoing support and troubleshooting for IT systems.
• Develop technical documentation including user guides and manuals.

• Work closely with business users, IT teams, and third party vendors.
• Facilitate meetings and workshops to gather feedback and refine solutions.
• Conduct walkthroughs and demo sessions to confirm system functionality aligns with business needs.

• Ensure IT solutions adhere to industry security standards and regulatory requirements.
• Identify and mitigate risks associated with system implementations.
• Collaborate with cybersecurity teams to enhance system security.

• Analyze system data and generate reports for performance monitoring.
• Optimize data storage, retrieval, and management processes.
• Provide insights from analytics to support business decision making.
• Technical & Analytical Thinking - Ability to assess system requirements and troubleshoot issues.
• Business Process Understanding - Knowledge of business workflows and how they interact with IT systems.
• Integration & Database Knowledge - Familiarity with APIs (XML, JSON) and SQL.
• Communication & Collaboration - Ability to work with both technical and non technical stakeholders.
• Project Management - Experience working in Agile or Scrum environments.
• Attention to Detail - Accuracy in analysis, design documentation, testing, and implementation.

• Bachelor's degree in Computer Science, Information Technology, or related field.
• 3-7 years of experience in system analysis, design, software development, or system integration.
• Experience working with CRM platforms such as Salesforce.
• Salesforce certifications such as Administrator, App Builder, Platform Developer I, Sales Cloud or Service Cloud are advantageous.
• Experience in financial services (banking, credit, insurance) is beneficial.

• Salesforce Admin Certification
• Financial Services Cloud
• Sales Cloud
• Service Cloud
• App Builder
• Salesforce Configuration
• Salesforce Administration
• Technical Solution Design