Salesforce Business Analyst

Responsibilities

• Gather and document business requirements
• Facilitate Joint Application Development (JAD) sessions
• Execute test matrices
• Model business processes
• Manage stakeholder relationships
• Apply financial services domain knowledge and banking process expertise
• Develop system prototypes and improve efficiency
• Perform quality assurance and validation
• Translate data analytics into actionable insights
• Plan and deliver projects
• Create technical documentation
• Manage change initiatives

Requirements

• Bachelor's Degree in Business Administration, Information Technology, Computer Science, Finance, or Business Analysis
• Preferred: MBA, Master's in Business Administration, Master's in Finance, Master's in Information Systems, or Master's in Computer Science
• Experience in financial services, banking, commercial lending, finance operations, compliance, or risk management

Skills

• Salesforce / nCino
• Microsoft Office Suite (Excel, PowerPoint, Visio)
• CRM platforms