Salesforce Business Analyst

Job Title

The Core Need: A strong BA

The Salesforce Piece

They do not need to be an Admin or know Salesforce day one, but Salesforce/nCino experience is a huge plus.

Responsibilities

-Drive awareness of requirements across business units and identify substandard systems processes through evaluation of real-time data

-Serve as thought leader for technical business processes, developing systems prototypes that promote increased efficiency and productivity on multiple levels

-Create and implement precise management plans for every project, with attention to transparent communication at all levels

-Perform, evaluate, and communicate thorough quality assurance at every stage of systems development

-Determine and develop user requirements for systems in production, to ensure maximum usability

-Partner with stakeholders across business units (ex: Commercial Lending, Finance, Operations, Security and Compliance) to develop analyses and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams

-Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of monthly status reports to all appropriate parties

-Author and update internal and external documentation, and formally initiate and deliver requirements and documentation

-Conduct daily systems analytics to maximize effectiveness and troubleshoot problems

-Develop meaningful and lasting relationships with partners for optimized systems integration, and respond to questions and concerns from managers and executives with supporting research and recommendations

Qualifications

-Bachelor’s degree

-Five or more years of experience in analytics and systems development

-Excellent experience with Salesforce and/or nCino

-Proven analytical abilities

-Experience in generating process documentation and reports

-Excellent communication skills, with an ability to translate data into actionable insights

-Excellent working knowledge of relevant Microsoft applications

-Proven ability to manage projects and user testing