Salesforce Business Analyst
Core
Partner with business units to support the Salesforce architectural roadmap, define technical requirements, and lead complex projects to improve sales and service operations.
Role type
Salesforce Business Analyst / Administrator
Builds
Salesforce.com Declarative customizations, automations, and integrations for Consumer & Commercial Banking operations
Domain
Financial Services / CRM
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Salesforce.com Administration, SQL, Agile/Scrum methodology, Requirements gathering, Process analysis, ROI calculation, User training, Test case development
Preferred skills
Salesforce certifications, Experience with Five9, Conga, Glance, LoS, Marketing Cloud, Salesforce1 Mobile
Technologies
Salesforce (SalesCloud, ServiceCloud, Knowledgebase, Communities), Five9, Conga, Glance, LoS, Marketing Cloud, SQL
Responsibilities
Conduct business systems and process analysis; Develop detailed business cases and risk analyses; Build Salesforce.com Declarative customizations & automations; Coordinate project tasks and life cycle phases; Assist in testing and training plan development; Promote business adoption of system capabilities
Seniority
Mid-level, hands-on IC