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Salesforce Senior Business Analyst-- Commercial Lending jobs in United States
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KeyBank · 1 day ago

Salesforce Senior Business Analyst-- Commercial Lending

KeyBank is a financial services company, and they are seeking a Salesforce Senior Business Analyst to enhance the capabilities of the Salesforce commercial lending platform. The individual will collaborate with stakeholders and technology teams to translate business requirements into technical specifications and optimize system functionality.
Banking

Responsibilities

Lead discovery and deep dive sessions to understand and document current state workflows, pain points, and opportunities for improvement in commercial lending operations
Document current and future state processes using process flow diagrams and other design tools to support system enhancements
Facilitate brainstorming and solution design meetings with business users and technology teams, providing thought leadership and strategic insight
Serve as the voice of the end users, ensuring that system functionality aligns with business needs and delivers value
Act as a subject matter expert throughout the development lifecycle, from project inception through implementation
Translate business requirements into technical requirements, expanding user stories and conveying appropriate detail to development teams
Write acceptance criteria and test scripts to validate new functionality during development and release cycles
Conduct system dependency analysis to proactively identify and mitigate potential issues
Manage testing coordination, execution, and sign-off, including hands-on testing and delegation to appropriate team members
Support change management activities, including documentation and communication planning
Assist in backlog prioritization and influence the broader product roadmap to maximize business value
Partner with product owners and stakeholders to maintain transparency on project progress and deliverables

Qualification

Commercial lending processesSalesforce applicationsAgile methodologiesSystem testing conceptsProject managementCommunication skillsWork independently

Required

Bachelor's degree or equivalent experience
5+ years in financial services, with a strong focus on commercial lending
3+ years of hands-on experience with Salesforce applications, ideally within a lending context
Deep understanding of commercial lending processes, onboarding, and servicing
Familiarity with Salesforce Clouds and Tools (e.g., Service Cloud, Marketing Cloud, CRM Analytics)
Experience in project management or leading cross-functional initiatives
Knowledge of Agile methodologies and tools (e.g., Jira, Confluence)
Strong grasp of system testing concepts
Ability to work independently, manage multiple priorities, and meet deadlines
Excellent written and verbal communication skills, including the ability to present technical concepts to non-technical audiences

Company

At KeyBank we’ve made a promise to our clients that they will always have a champion in us.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
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Holly Santoro
Executive Administrator to the Chairman & CEO
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Company data provided by crunchbase