One of our top financial/banking clients is currently looking for a Salesforce Business Analyst to join their team!
This is a long-term contract with the goal to convert to full-time.
Candidates must reside local to Los Angeles or New York.
Position will start off remote but will transition onsite.
*Financial Services experience and Salesforce Admin Cert are a Must Have*
The Salesforce Business Analyst is a key contributor in transforming our Sales, Marketing & Client Management functions using Salesforce as an enabler.
As part of a dynamic and growing team of talented Salesforce experts, this individual will be responsible for working with a diverse group of stakeholders to understand and refine processes, develop creative solutions, and realize value from the Salesforce platform.
Under the guidance of the Product Manager, they will collaborate with business leaders, users, in-house developers and third party support to help bring the vision to life.
This will include understanding, analyzing and documenting the people, process, technology, and data required to execute.
Skills: Responsibilities Continued:
3.
Identify, design and lead the development of new features
Engage a variety of business stakeholders to understand their needs
Act as the liaison amongst stakeholders to elicit, analyze, document, communicate and validate business and system requirements
Translate ambiguously expressed needs into well-visualized workflows, prototypes, requirements and user stories with acceptance criteria
Work collaboratively with team members to deliver product features based on clear, concise user stories using Agile Systems Development Methodology
Develop sophisticated reports / dashboards and make other changes to Salesforce to support business reporting and other operational needs
Ensure that the system meets high standards for user-friendliness, efficiency, quality and maintainability
Conduct robust unit testing and development testing across functional work streams
Actively support and participate in change management and releases processes
4.
Drive adoption & monitor value realization
Identify the key behaviors that indicate adoption and will drive increased sales, optimal service, and greater client satisfaction
Provide hands-on assistance and support end-users on an ad-hoc basis
Act as first line of defense and triage any user issues in production
Design, develop, and deliver training and communications materials to teach colleagues how to get maximum value from the products
Engage business leaders and user communities to effect change throughout the organization
Measure the effectiveness of these changes on KPI’s
Basic Qualifications
BA / BS degree required
3-5 years of experience as a Salesforce Business Analyst (Experience with Asset & Wealth Management Firms Preferred)
Salesforce Administrator & Platform App Builder Certifications Required; Sales & Service Cloud Consultant Certifications Preferred
Experience with agile systems development, conducting workshops, requirements gathering, user story development and test planning
Fiancial Services is a must have
Abilities, Job Skills and Knowledge
Passion for the client and user experience
Sharp analytic skills with an ability to arrive at logical and quick conclusions
Fluency with the Salesforce platform and its native and configurable capabilities
Enough familiarity with both declarative and programmatic customization to be able to directionally identify the most expedient and appropriate way to address a functional need
Extensive knowledge and experience within the Salesforce ecosystem, including knowledge of new features, Salesforce products (Pardot, Einstein, Communities etc.) and AppExchange solutions
Must be able and willing to work outside of normal working hours/days in order to provide a superior customer service experience
Strong group and individual training experience
Familiarity with Microsoft Excel and basic data transformation
Ability to manage competing priorities and manage time well
Excellent written, verbal communication and presentation skills
Ability to take on increasing scope and level of responsibilities as this role evolves
Keywords:
Education:
BA / BS degree required