Salesforce Referent

Project overview

Our client in the Banking and Finance sector is looking for a Salesforce Referent (m/f)

Mission Description:

Project Referent / Salesforce Expert Mission Context

As part of a transformation project for a banking client, the detailed scoping and implementation of the solution are entrusted to an integrator.

The client is looking for an experienced Salesforce profile to work on the client side. Their mission will be to support the project, monitor the integrator's work, challenge their choices, and contribute to the validation of deliverables, in coordination with business, IT, architecture, security, and compliance teams.

The consultant will not necessarily be responsible for the operational implementation of the solution. They will primarily have a supervisory, expertise, control, and decision-support role.

Mission TitleMission Objectives

The consultant's objectives will be to:

Main ResponsibilitiesIntegrator Governance and Monitoring

Salesforce Solution Review and Challenge

Architecture, Integration, and Security

Deliverable Validation

Coordination with Client Teams

Expected Deliverables

The consultant may produce or contribute to the following deliverables:

Profile Sought

The candidate sought is a confirmed or senior Salesforce consultant, with significant experience in complex projects, ideally in the banking sector or in a highly regulated environment.

• Secure the Salesforce project trajectory.
• Control the quality and compliance of the work performed by the integrator.
• Challenge functional, technical, and architectural choices.
• Verify the solution's adequacy with business needs and banking sector constraints.
• Coordinate the input from the client's various expert teams.
• Identify risks, deviations, dependencies, and arbitration points.
• Contribute to the validation of deliverables and structuring decisions.
• Ensure the consistency, maintainability, and scalability of the target solution.
• Participate in project committees and governance bodies.
• Monitor the progress of the integrator's work.
• Control adherence to scope, schedule, requirements, and commitments.
• Analyze project plan risks, alerts, dependencies, and deviations.
• Track action plans and reservations.
• Prepare topics requiring a decision or arbitration from the client.
• Alert stakeholders in case of drift or significant risk.
• Analyze functional and technical design documents.
• Review the proposed Salesforce architecture.
• Challenge configuration, custom development, and integration choices.
• Verify the consistency of the data model.
• Control the correct application of Salesforce standards.
• Evaluate the impact of choices on performance, security, maintainability, and scalability.
• Verify the limitation of custom development when standard functionalities are available.
• Identify potential technical or organizational dependencies with the integrator.
• Propose alternatives or request further analysis when necessary.
• Review the target architecture and its integration into the banking information system.
• Verify the consistency of flows with existing applications and third-party systems.
• Control API principles, data exchange, and interoperability.
• Examine the model of roles, profiles, rights, and authorizations.
• Verify the consideration of security, traceability, and confidentiality requirements.
• Evaluate the impact on data quality and governance.
• Contribute to the review of hosting, environment, and deployment choices.
• Review functional and technical specifications.
• Examine architecture and detailed design documents.
• Verify the testing strategy and requirements coverage.
• Control data migration and recovery plans.
• Participate in the validation of deployment and go-live plans.
• Formalize opinions, reservations, recommendations, and validation conditions.
• Track the resolution of identified anomalies and deviations.
• Verify the quality of evidence provided by the integrator.
• Ensure the link between the integrator and the business, IT, architecture, security, and compliance teams.
• Organize the collection of internal opinions and expertise.
• Facilitate arbitration between different stakeholders.
• Present the impacts and risks of decisions to the relevant bodies.
• Translate technical topics into operational and decision-making recommendations.
• Contribute to knowledge transfer to client teams.
• Expert opinions on the integrator's choices.
• Salesforce architecture reviews.
• Gap and impact analyses.
• Compliance matrices for requirements.
• Deliverable review reports.
• Risk, dependency, and attention point register.
• Decision support documents.
• Validation or non-validation opinions.
• Tracking of reservations and action plans.
• Contributions to testing, migration, and go-live strategies.
• Summaries for project and steering committees.

Requirements

Essential Skills / Qualities:

salesforce

• A minimum of 8 years of experience in information systems, consulting, or architecture.
• Significant experience with Salesforce.
• Good command of Salesforce architecture and governance.
• Experience with projects implemented by an integrator.
• Experience on the client side, AMOA, architecture, or program governance.
• Demonstrated ability to challenge and control an integrator's work.
• A good understanding of integration issues within a complex IS.
• Experience with security, authorization, data, and deployment issues.
• Knowledge of banking, regulatory, or financial services sector constraints.

Nice to have

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Project details

Yes — 3 days/week

• Start: flexible
• Remote: hybrid
• Location: Brest, France, FR
• Rate: 56-56 EUR/h
• Languages: French