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1st Source Bank · 2 months ago

Salesforce Business Analyst II, InSight Office, South Bend, IN

South Bend, Indiana, United States

Full-time

Onsite

Mid, Senior Level

5+ years exp

1st Source Bank is a financial institution seeking a Salesforce Business Analyst II to partner with business units in reviewing and improving operational processes. The role focuses on leveraging Salesforce to enhance client management systems and improve data governance and automation.

BankingFinanceFinancial Services

Responsibilities

Delivers on current technology strategies and support the long-term technological road map to maximize the impact and effectiveness of Salesforce applications and solutions across multiple lines of business

Facilitates meetings with business leadership to align on technology roadmaps to develop business needs and strategy

Assists in opportunity sizing to provide key information to business areas to help them prioritize enhancement work

Takes business requirements and converts them into technical requirements to be used by technology partners

Creates Visio flow diagrams to show current and future business processes

Assists with coordination of technology releases and cross functional teams to bring solutions to market and plan rollout to maximize customer adoption

Leverages reporting and analyzes data to measure the effectiveness of customer experiences, and pro-actively identifies opportunities for continuous improvement

Performs deep analysis of user behavior within the system to recognize trends in interactions to identify improvement and expansion opportunities

Maintains broad understanding of the fundamental technologies driving the competitive landscape for similar products, and stays current on Salesforce updates

Contributes to testing plans and execution, as well as the training, troubleshooting, and project management aspects of addressing business and operational needs

Develops and maintains custom reports, dashboards, and processes to continuously improve data quality, process integrity, productivity and monitor usage

Creates documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce.com projects

Coordinates and monitors data integrations and flow between various software system to ensure proper data governance and accuracy. Provides strategic and tactical recommendations for process improvements

Regular and predictable attendance is an essential requirement of the position

Completes all compliance training and all Salesforce (InSight Office) training as required

Must understand all applicable laws regulations that apply to the position and comply with the requirements

Performs all other duties as assigned

Qualification

Salesforce PlatformData ManagementFinancial Services CloudMarketing CloudAnalytical SkillsTest ScriptsProject ManagementCommunication SkillsTime ManagementOrganizational SkillsProblem SolvingAttention to DetailInterpersonal SkillsCritical Thinking

Required

Five (5) or more years of relevant financial industry experience

Minimum of three (3) to five (5) years of previous experience with Salesforce Platform

Minimum of (1) to (2) years of Marketing Cloud experience with Marketing cloud

Minimum of (1) to (2) years of Financial Services Cloud experience with Salesforce Platform

Analytical and project management skills, including a thorough understanding of how to interpret customer business needs and translates them into application and operational requirements

Ability to understand business unit and technical perspective and propose improvements or automation to streamline business and decision processes

Requires considerable critical thinking, problem solving, and judgment skills including independent judgment, strong investigation skills and the ability to interpret information and develop problem solutions

Exposure to creating and writing test scripts or test cases

Great time management and interpersonal skills

Good organizational skills, attention to detail and follow-through

Good communication skills: written and verbal skills

Associates Degree required

Regular and predictable attendance is an essential requirement of the position

Completes all compliance training and all Salesforce (InSight Office) training as required

Must understand all applicable laws regulations that apply to the position and comply with the requirements