- Company Name
- Marsh McLennan
- Job Title
- Salesforce Solutions Specialist
- Job Description
-
**Job title**
Salesforce Solutions Specialist
**Role Summary**
Provide analytical and project coordination support for finance and operational modules of a cloud‑based ERP system. Act as the primary liaison between finance, HR, technology, and vendor teams to gather requirements, design configuration changes, optimize processes, and validate system updates.
**Expactations**
* Deliver timely, high‑quality configuration and integration solutions that meet financial controls and compliance standards.
* Maintain clear, up‑to‑date documentation and facilitate knowledge transfer across cross‑functional teams.
* Ensure accurate testing and validation of ERP updates before rollout.
**Key Responsibilities**
* Offer first‑line support for ERP modules: General Ledger, Accounts Payable/Receivable, Financial Reporting, Resource Management, Project Management, Time & Expense, Billing.
* Collaborate with finance and operations stakeholders to elicit, document, and analyze business requirements aligned with controls and compliance.
* Act as liaison among finance, HR, technology teams, Salesforce specialists, and vendors to design configuration changes, integrations, process automations.
* Map, evaluate, and optimize finance‑related processes, championing best practices such as automated invoice processing and compliance reporting.
* Assist in project planning, coordinate cross‑functional teams, manage testing and validation of ERP system updates and new features.
**Required Skills**
* Business analysis, finance systems support, or project management (3+ years).
* Expertise in ERP/financial modules (General Ledger, AP/AR, Fixed Assets, Financial Planning).
* Strong proficiency in Microsoft Office, Azure DevOps, ServiceNow, or Jira.
* Excellent verbal and written communication; able to bridge business and technical audiences.
* Familiarity with Salesforce platform, PSA applications, data/reporting tools, and dashboard creation.
* Knowledge of finance compliance, controls, and audit requirements in SaaS/cloud environments.
**Required Education & Certifications**
* Bachelor’s degree in Business, Information Systems, Accounting, Finance, or related field.
* Certifications in ERP/financial systems (e.g., Oracle, SAP, Workday, Certinia, FinancialForce) are advantageous.
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