Salesforce Business Analyst, Financial Services

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About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Role Description

The Business Analyst/Senior Solution Consultant will be working directly with customers to meet their business needs. The Business Analyst/ Senior Solution Consultant shall create detailed requirement documentation and coordinate development of comprehensive assets to run on the OmniStudio Platform.

Through the work on Salesforce Industries, the Business Analyst/Senior Solution Consultant shall become an expert in educating the customer about product capabilities, identifying gaps in the processes, and servicing customers via digital channels. They shall also develop leadership skills in Agile software development.

Your Impact

Salesforce Professional Services is looking for a Senior Solution Consultant. You will be serving as a strategic advisor and Salesforce product and platform guide to the company’s largest, most complex enterprise customers. Here are some salient responsibilities the role entails -

• Working closely with our customers, industry experts, product managers, and engineers to understand the business processes at a detailed level.

• Participating in business process redesign, roadmap planning, and identifying touch points in multi-cloud implementations.

• Participating in discussions with various levels of customer’s IT business stakeholders.

• Developing strong client relationships by building trust, rapport and positive working relationships with both internal and external stakeholders, and team members.

• Working with internal and customer stakeholders to create prototypes, proof of concepts and sample mockups as a means of eliciting and defining business requirements.

• Creating and owning user stories/business requirements documents as an outcome of the requirements gathering sessions, and detailing out the user stories in the agile sprints for the scrum team to work upon.

• Collaborating with SFI’s product and design teams to understand the best practices and create simple and elegant flows that deliver the functionality required

• Utilising knowledge on OmniStudio tools, including OmniScript, FlexCards, Integration Procedures to rapidly construct dynamic, omni-channel interactions.

• Attending daily stand-ups, story pointing meetings, sprint planning, and retrospectives to ensure progress on requests and removal of blockers.

• As required, participating in the UAT and Go-Live process, including test planning, development of test scripts, testing logistics, test execution, and status reporting.

• Collaborating with Salesforce Industries Product and Engineering teams to suggest enhancements in the tools from field implementation experience.

• Analyzing the data requirements, structures and integration points of the process, and creating mapping to Salesforce Industry objects or external REST endpoints.

• Identifying business process improvements and opportunities for automation.

• Documenting work using flow charts, written descriptions, screenshots and videos.

• Reacting to process and product related questions and escalating issues to the correct team or to the management as necessary.

• Applying knowledge, skills and judgment to make decisions and resolve issues.

• Maintaining a target billable utilisation aligned to the role.

Minimum Requirements

• 5+ years of experience in enterprise software as an analyst or product owner.

• Demonstrated capability to understand business strategies and application objectives, and translate those requirements into effective process designs.

• Excellent design skills, including the ability to critique visual elements and optimize user flows.

• Experience in one or multiple domains of Financial Services Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management

• Excellent written and visual communication skills, with the ability to clearly document requirements and process assets using text, diagrams and videos.

• Clear verbal communicator, with the ability to effectively interact in English.

• Self-directed, with the ability to break down a complex process, assign actions, and manage progress toward a deadline.

• Expertise in process modeling tools and best practices

Preferred Requirements

• Bachelor’s degree in a Technology, Engineering (any field) or a related quantitative subject area. Equivalent validated work experience in lieu of a degree will be considered

• Confirmed results translating business user stories into technical requirements documents

• Confirmed results leading customer and/or partner success

• Relevant Salesforce certifications and consulting experience are strongly recommended

NOTE: By applying to the Solution Consultant posting, recruiters and hiring managers across the organization hiring Technical Consultant will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com .

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce .

Salesforce welcomes all.