Senior Business Analyst, Customer Solutions - CRM Platform jobs in United States
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Fidelity Bank · 1 day ago

Senior Business Analyst, Customer Solutions - CRM Platform

Fidelity Bank is seeking a Senior Business Analyst in their Workplace Investing Customer Solutions Chapter. The role involves delivering a dynamic Salesforce.com experience, identifying business requirements, and collaborating with a multi-functional team to enhance client and associate experiences.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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Responsibilities

Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
Experience with workflow design, data analysis, data visualization, and impact analysis
Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables
Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
Perform end to end Business Acceptance Testing and ensure the traceability of test cases
You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners
Manage dependencies across teams and work on multiple projects simultaneously
Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams

Qualification

Salesforce.comBusiness AnalysisAgile MethodologyData AnalysisData VisualizationBusiness Acceptance TestingJiraConfluenceBachelor’s DegreeClient Relationship ManagementCommunication SkillsLeadershipCritical ThinkingMentoring

Required

Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
Experience with workflow design, data analysis, data visualization, and impact analysis
Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables
Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
Perform end to end Business Acceptance Testing and ensure the traceability of test cases
You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners
Manage dependencies across teams and work on multiple projects simultaneously
Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams
5-7 years transferable experience
Salesforce Administrator Certification and at least one of the following certifications Certified Business Analyst, Service Cloud Consultant, Sales Cloud Consultant are required within 24 months

Preferred

Bachelor's degree preferred

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase