Customer Relationship Management Business Analyst

Typical Day in Role:

-Collaborate with business and technical stakeholders to gather, analyze, and refine functional and non-functional requirements, ensuring alignment with strategic objectives and technical feasibility.

-Lead and support day-to-day project activities, ensuring adherence to the organization’s risk culture, compliance standards, and operational controls.

-Translate business needs into clear, actionable specifications and user stories, facilitating effective communication between business units and development teams.

-Contribute to the design, development, and delivery of software solutions for Commercial Customers and internal users, with a focus on scalability, usability, and compliance.

-Maintain and enhance the Salesforce platform, ensuring system availability, performance, and resolution of application issues in a timely manner.

-Stay current with Salesforce technologies and industry best practices, applying relevant updates and innovations to improve platform capabilities.

-Foster a collaborative environment that promotes continuous improvement, operational efficiency, and proactive risk management across the team.

Candidate Requirements/Must Have Skills:

-Extensive Salesforce Platform Expertise: Demonstrated in-depth knowledge of Salesforce products including Financial Services Cloud, Service Cloud, and Sales Cloud, with hands-on experience in configuration and user management.

-10+ years of requirements Gathering & Integration Experience: Proven ability to elicit, analyze, and document business and technical requirements for Salesforce features and integrations, ensuring alignment with business objectives and system capabilities.

-Platform Configuration Skills: Experience in building and configuring out-of-the-box Salesforce functionality, leveraging the platform’s full capabilities to deliver scalable and maintainable solutions.

-Hands-On Experience with Financial Services Cloud: Practical experience in configuring user profiles, page layouts, and other components within Financial Services Cloud to support business processes and user needs.

-Business Analysis & Planning: Active participation in the planning and analysis of system changes and enhancements, translating business needs into actionable technical specifications and user stories.

Nice-To-Have Skills:

• Experience with nCino Credit Origination (managed package for Salesforce) – Credit package on top of Salesforce – looking for some experience here

Soft Skills Required:

•Ability to translate technical knowledge into business value.

• Strong communication skills to be able to communicate with various stakeholders/external teams and problem-solving

• Working collaboratively – strong team player

•Capable of adapting quickly, managing multiple demands & competing priorities, while delivering deadlines

•Proven abilities to take initiative and be innovative.

Education:

Bachelor's or Master's degree in Computer Science or a related field.