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EY Financial Services Organization: Service Delivery Center – Senior Analyst, CRM in San Antonio, Texas

Financial Services Organization: Service Delivery Center – Senior Analyst, CRM


Requisition # SAN00ARI

Post Date Apr 22, 2021

Ernst & Young LLP (EY) is the only professional services firm with a separate business unit (FSO) dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. This practice also has several Service Delivery Centers that are made up of high-performing US-based resources who work closely with our experienced client serving professionals to deliver project-based work and managed services to our US-based financial services clients. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

As a member of the Salesforce Solutions Delivery Team you will collaborate on challenging projects that enable you to have a real economic impact for our clients and communities — and your career. Our integrated, issues-based approach to service delivery means your work will span all types of clients dealing with complex issues across a wide range of industries. As part of this team, you’ll join talented individuals who have deep industry, product and client knowledge.

We focus on two distinct areas:

  • We help clients develop strategies to drive transformational change. We provide strategy through execution. We help define business strategy for our clients and bring those strategies to life, realizing actual value to achieve new levels of business performance.

  • We help clients improve their business processes to drive business outcomes. We help finance functions keep pace with evolving business priorities; sales and marketing teams attract and retain valuable customer relationships; internal audit functions become more relevant to the business; and supply chains deliver lower costs, more revenue and better shareholder value. We help design and implement the technologies that drive business performance. We help our clients make sense of all of the existing and emerging technologies available and enable them to use it to their advantage.

The opportunity:

As a Senior Analyst, you’ll be based in our Service Delivery Center, which is made up of high-performing US-based colleagues who work closely with our experienced advisory professionals. We deliver Salesforce Solutions project-based work and managed services to our clients. Here, you’ll work as part of a project team and will be responsible for the design, build/configuration, testing, analysis, delivery and support of Salesforce Solutions. This position is fast-paced and ever-changing, which means you’ll need to be a flexible self-starter and be able to manage changing priorities and learning new and rapidly changing technology solutions.

During your introductory training we’ll help you to develop your Salesforce Solution technical and soft business skills to support your career, so you can learn emerging technology and be empowered to jump right in. You’re likely to balance your time among different Salesforce solutions and other immersive technologies such as azure, robotics, machine learning and blockchain. It’s all about interpreting business and technical requirements, enabling leading practices as well as executing delivery activities across the client’s organization. As part of that, you’ll need to be a logical thinker and have an active passion for learning and being challenged.

Your key responsibilities:

  • Participate in all delivery phases of Salesforce Solution deployments

  • Work on Salesforce CRM configurations and customizations

  • Work on Salesforce CRM integrations and data migrations

  • Work in agile and sure step methodologies

  • Lead teams according to the assigned development feature

  • Provide feedback to team members based on the requirement specifications and design documents

  • Provide reviews of code and unit tests

  • Develop requirements specifications and design documents

  • Create use cases for business process flows

  • Document design workshop deliverables

  • Complete configuration documents

  • Conduct unit tests and analyze results to confirm that developed code meets requirements

  • Support user acceptance testing and defect resolution

  • Develop training and communications materials to drive user adoption

  • Support the Managers and Senior Managers in upward stakeholder management and day-to-day management of the Salesforce Competency within the Service Delivery Center

To qualify for the role, you must have:

  • A bachelors degree in business, computer science, engineering, information systems or related technology majors, or related field preferred

  • Three to five years of experience as a member of a technology team participating in one or many of the technology lifecycle phases; could include requirements definition, architecture design, conversion and testing

  • An interest in software configuration, development, workflow and process design, analysis and quality assurance

  • Two years of experience with implementing technology solutions using Agile and Waterfall methodologies

  • Two years of experience with analyzing and solving problems of a complex nature and working with business, management and technology concepts

  • Experience with Salesforce, other ERP solutions or cloud-based technologies such as Azure or AWS is a plus

  • Experience with Salesforce configurations, Workflows, Plugins, Javascript

  • Experience with Salesforce integrations and data migrations

  • Experience with Salesforce third party applications, tools and data adaptors

  • Demonstrated project management, teaming, organizational, analytical and problem-solving skills

  • Experience working in a shared services function and environment a plus

  • The ability and willingness to travel up to 50% of the time

  • A driver’s license valid in the US

What we look for

We’re interested in intellectually curious people with a passion for finding new and innovative ways to make things better. You’ll also need to be a self-starter and quick learner with a strong background in computer science from both theoretical and practical points of view. If you’re ready to be the future of the group and make your mark in a growing business, this role is for you.

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, a minimum of three weeks of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support and coaching from some of the most engaging colleagues in the industry

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible

Make your mark. Apply now.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.