Salesforce Functional Analyst

Add expected salary to your profile for insights

Eightcap is a dynamic online trading provider focused on delivering great trading tools and professional trading insight to enable smarter trading. With a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners, we blend the agility of a fintech innovator with the trust and stability of a regulated financial institution. Our mission is to empower clients to succeed in the markets through seamless, secure, and intuitive trading experiences. With a fast-paced, collaborative, and innovative culture, Eightcap continues to evolve as a leader in the online trading space.

The company is headquartered in Melbourne, Australia, with support offices in the UK, Cyprus, Bulgaria, Guatemala, and the Bahamas.

Recently recognised as Broker of the Year 2024 at the Global Forex Awards, we pride ourselves on innovation, outstanding customer service, and unwavering integrity in everything we do.

We are looking for a driven and detail-oriented Salesforce Functional Analyst to join our technology team. This role is critical in ensuring that our Salesforce platform supports customer engagement, compliance, and operational efficiency across key business units such as sales, advice, operations, and client services. You'll work closely with stakeholders to design and deliver scalable, compliant, and user-friendly Salesforce solutions.

Reporting directly to the Salesforce CRM Manager, you will play a key role in translating business needs into platform capabilities especially in support of Salesforce initiatives such as Omni-Channel, Data Cloud, and Agentforce implementations.

Responsibilities :

• Collaborate with business stakeholders to gather, analyse, and document functional requirements for enhancements and new features on the Salesforce platform.
• Translate business needs into detailed user stories, process documentation, and solution design records.
• Configure Salesforce to support business processes, including custom fields, flows, page layouts, record types, validation rules, and approval workflows.
• Support implementation and optimisation of Salesforce Omni-Channel, Data Cloud, and Agentforce to enhance service delivery and customer experience.
• Document business processes and solution decisions clearly and consistently for audit, training, and change management purposes.
• Assist in managing and maintaining Salesforce Knowledge Articles to ensure up-to-date, relevant content for users.
• Ensure data accuracy and compliance with financial services regulations across client and operational records.
• Design and maintain reports and dashboards to support real-time insights and performance tracking.
• Facilitate UAT (User Acceptance Testing), end-user training, and post-implementation support.
• Collaborate closely with Salesforce administrators and developers to ensure effective solution delivery and issue resolution

Eightcap is a dynamic online trading provider focused on delivering great trading tools and professional trading insight to enable smarter trading. With a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners, we blend the agility of a fintech innovator with the trust and stability of a regulated financial institution. Our mission is to empower clients to succeed in the markets through seamless, secure, and intuitive trading experiences. With a fast-paced, collaborative, and innovative culture, Eightcap continues to evolve as a leader in the online trading space.

The company is headquartered in Melbourne, Australia, with support offices in the UK, Cyprus, Bulgaria, Guatemala, and the Bahamas.

Recently recognised as Broker of the Year 2024 at the Global Forex Awards, we pride ourselves on innovation, outstanding customer service, and unwavering integrity in everything we do.

We are looking for a driven and detail-oriented Salesforce Functional Analyst to join our technology team. This role is critical in ensuring that our Salesforce platform supports customer engagement, compliance, and operational efficiency across key business units such as sales, advice, operations, and client services. You'll work closely with stakeholders to design and deliver scalable, compliant, and user-friendly Salesforce solutions.

Reporting directly to the Salesforce CRM Manager, you will play a key role in translating business needs into platform capabilities especially in support of Salesforce initiatives such as Omni-Channel, Data Cloud, and Agentforce implementations.

Responsibilities :

Collaborate with business stakeholders to gather, analyse, and document functional requirements for enhancements and new features on the Salesforce platform.Translate business needs into detailed user stories, process documentation, and solution design records.Configure Salesforce to support business processes, including custom fields, flows, page layouts, record types, validation rules, and approval workflows.Support implementation and optimisation of Salesforce Omni-Channel, Data Cloud, and Agentforce to enhance service delivery and customer experience.Document business processes and solution decisions clearly and consistently for audit, training, and change management purposes.Assist in managing and maintaining Salesforce Knowledge Articles to ensure up-to-date, relevant content for users.Ensure data accuracy and compliance with financial services regulations across client and operational records.Design and maintain reports and dashboards to support real-time insights and performance tracking.Facilitate UAT (User Acceptance Testing), end-user training, and post-implementation support.Collaborate closely with Salesforce administrators and developers to ensure effective solution delivery and issue resolution

Requirements

Over 3 years of Salesforce experience, preferably within the financial services sector or another regulated environment. Salesforce Administrator Certification (ADM 201).Hands-on experience implementing or supporting Salesforce Omni-Channel, Data Cloud, and Agentforce.Strong understanding of CRM strategies and client lifecycle processes.Excellent written and verbal communication skills, with outstanding stakeholder management abilities.Proven ability to document processes, user stories, solution designs, and decision rationale to support clarity and alignment.Experience managing Salesforce Knowledge Articles and ensuring structured, up-to-date self-service resources.Adept at working with cross-functional teams including compliance, operations, and IT.Familiarity with Agile methodologies and working within sprint-based or iterative delivery frameworks is a plus.Certifications in Sales Cloud, Service Cloud, or Platform App Builder (desired)

Benefits

Why Eightcap?

Ongoing investment in your career developmentWellness and lifestyle perks like monthly corporate massagesParental leaveStaff referral bonus programEmployee-purchased leavePerkbox reward and recognitionStudy assistanceAnnual flu vaccinationsComplimentary fruit and snacksMulticultural environmentA dynamic and collaborative team cultureGreat CBD location with easy access to public transportRegular social activities

Are you interested in this opportunity but don't meet every requirement? Eightcap endeavours to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.

We respectfully ask that no recruiters contact anyone at Eightcap regarding this role

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions : What is your expected salary? Are you available to attend the office 5 days a week? Which of the following statements best describes your right to work in Australia? Do you have over 3 years of Salesforce experience, preferably within the financial services sector or another regulated environment? Do you have hands-on experience implementing or supporting Salesforce Omni-Channel, Data Cloud, and Agentforce? Do you have a strong understanding of CRM strategies and client lifecycle processes? Are you familiar with Agile methodologies and working within sprint-based or iterative delivery frameworks?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

J-18808-Ljbffr

#J-18808-Ljbffr

---