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Portrait of a young businessman working at his desk in a modern officePortrait of a young businessman working at his desk in a modern office

Sr IT Salesforce Business Analyst

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The Sr Business Analyst will be responsible to capture business objectives and transforming into functional requirements by documenting the current/future state of critical business operations, automated systems process and reporting through a combination of skills leveraging; research, fact-finding, interview sessions and the understanding of applicable business systems. The Analyst will participate in the full implementation life cycle for assigned initiatives to ensure a successful deployment of technology for requested business needs.

Essential Job Functions:

  • Defines and documents customer business functions and processes for Salesforce based applications.
  • Translate business needs into functional requirements; in line with existing business processes and Salesforce capabilities in form of user stories.
  • Work with Sales and operations personnel to identify, business needs and objectives, current operational procedures, problems, input and output requirements, and levels of systems access.
  • Assist Product Manager, Product Owner, Development and UAT teams during requirement/test case review sessions.
  • Supports departmental end-users, technical resources (architects, data analysts, developers, operation specialists), consultants and others in the analysis, design, configuration, testing and maintenance of systems to ensure optimal operational performance
  • Analyzes the feasibility of, and develops requirements for, new systems and enhancements to existing systems; ensures the system design fits the needs of the users.
  • Identifies opportunities for improving business processes through information systems and/or non-system driver changes; assists in the preparation of proposals to develop new systems and/or operational changes.
  • Conducts change impact analysis to assess the potential implications of changes and documents business rules, functions and requirements in form of Agile Epics/user stories.
  • Assist teams during QA and user acceptance testing of new system functionality.
  • Obtains a working knowledge of the assigned business processes to facilitate requirement elicitation and documentation activities.
  • Consistently works within the defined IT and business standards and procedures.

Position Requirements:

  • Must have:
    • Experience with Salesforce CRM as Business/System Analyst.
    • Exposure to Agile (Scrum), specifically using JIRA to document user stories.
    • Experience in requirement elicitation, documenting business requirements and transforming into functional requirements for Salesforce implementation.
    • Ability to interface with operational levels of the business to get agreement on desired business needs and proposed solutions.
    • Good communication skills.
    • Preferred :
      • Preferred Bachelor’s Degree from a Four (4) year College or University
      • 2+ years of diverse financial services / mortgage banking experience preferred