Salesforce Functional Analyst

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About the Role

We are seeking an experienced Salesforce Functional Analyst to join the Salesforce team within our Technology department. You will partner with business units to understand and prioritise their requirements, conduct process mapping and develop documentation and make recommendations for user focused system enhancement and optimization.

You will be acting as the point of contact in the technical team for internal Salesforce users, ensuring user needs are translated into workable solutions that enhance the overall functionality and usability of the system.

As a Salesforce Functional Analyst, you will

• Work with business units to understand gaps and identify opportunities in business processes that can be accomplished with Salesforce functionality
• Document business requirements, technical implementation, and training material for customised solutions
• Design, build, and deliver tailored Salesforce solutions for the business using Salesforce and other connected technologies
• Train and coach internal users in Salesforce capabilities to improve overall usage and optimisation of the platform
• Conduct the quality assurance processes and hands on testing across the business and document the process

About You

You are a self-motivated professional with a few years’ experience in the administration and optimization of Salesforce in a commercial environment. You have a proactive mindset when it comes to finding solutions and learning about new technologies and different ways of working.

Most importantly, you work in tech but you have excellent interpersonal and communication skills and are able to translate technical concepts into common language for non technical audience. You are people and user focused when it comes designing solutions and customizations that are fit for purpose. You are also passionate about coaching and helping others finding the most effective ways around the systems.

• Tertiary qualification in IT or Science subjects desirable but not essential
• Salesforce Certified Administrator
• 2+ years’ experience in the administration and optimization of Salesforce systems and database
• Proven experience using Sales Cloud and Service Cloud Marketing Cloud
• Working experience with Marketing Cloud desirable
• Experience designing and performing business process testing

Why This is The Place for You

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

• A hybrid model that allows you to balance work and home life seamlessly.
• Competitive base salary + bonus package paid twice a year, additional KiwiSaver contribution, corporate benefits, and more!
• Wellbeing benefits, including health insurance, Employee Assistance Program (EAP), and discounted gym membership.
• Thorough face to face induction, study assistance, and ongoing training & support.
• Proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.
• Auckland CBD office with an amazing view, close to transport hubs.

Next Steps

If you are interested in making a meaningful difference, please hit “Apply” and be sure to include your CV and what you would bring to this role and our team.

We celebrate diversity and welcome candidates from all backgrounds to bring their unique perspectives to our growing organization.

Applicants for this position should hold a valid visa to work full-time in NZ.