T&DS - Salesforce Functional Analyst

Overview

Forvis Mazars is a leader in audit, tax and advisory services, operating worldwide across 100+ countries and territories. Join our 40,000+ strong team to grow your career through global opportunities, diverse projects and continuous learning. Belong to a supportive environment where your unique perspective is valued and success comes from working together. Impact with your bold ideas and help drive us forward.

About Technology & Digital Solutions

The Technology & Digital Solutions (T&DS) organization is one of the key pillars of Forvis Mazars’ digital transformation. Over the past years, T&DS has been shaping and continuously strengthening a seamless digital environment that enables greater collaboration worldwide, in a safe and trusted context. This empowers Forvis Mazars professionals to deliver more value to clients every day. To achieve this, the T&DS transformation program has progressively consolidated IT operations from a multi‑local model spread across 100+ countries into a global model. This global setup now supports the business, people and clients, while continuously adapting to evolving digital needs, technologies and expectations.

Vos principales missions

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 the Business team to understand business requirements and translate them into technical and functional solutions through Salesforce technology applications. 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

• Act as a Salesforce technical expert within the Business team.
• Ensure software applications meet technical and functional requirements.
• Ensure compliance with application standards, good business practices and group processes.
• Ensure level 3 support, corrective maintenance and evolution of the application (requirement analysis, definition of technical and functional specifications, system configuration, etc.).
• Execute and manage tests campaign (Integration + No regression test).
• Support Business team in UAT final test.
• Write application documentation (design document, user guide, specification, tests document, etc.).
• Influence decision‑making within the domain of expertise.
• Lead application project deployment Release note, MEP, Post MEP controls.
• Collect and document functional requirements from Business Team.
• Transform the requirements into a solution with Third‑party vendors.
• Ensure compliance with T&DS standards.
• Propose improvement ideas.
• Manage the integration of vendor tasks, track and review vendor deliverables.
• Ensure handover to operation team (Support team).

Votre profil

• 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 years 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.