Salesforce Business Analyst

Description

The Salesforce Business Analyst is responsible for planning, organizing, and executing enterprise-level projects that drive strategic goals and operational improvements. These projects will involve Salesforce and other Salesforce integrated systems. This role plays a key part in identifying opportunities for automation and process optimization, leading discovery and execution phases, and implementing impactful changes across the organization. The ideal candidate will have a strong background in Salesforce and a proven track record of managing cross-functional teams to deliver projects on time and within budget. 

Essential functions of this role:

· Collaborate with stakeholders to gather, analyze, and document business requirements related to Salesforce enhancements and integrations.

· Build strong relationships with executive leadership and foster trust through consistent communication and delivery.

· Translate business needs into functional specifications and user stories for Salesforce developers and admins.

· Lead cross-functional project teams, applying critical thinking to align efforts toward shared objectives.

· Provide clear direction and ensure project goals and performance metrics align with the company’s strategic priorities.

· Facilitate problem-solving sessions using continuous improvement methodologies to address root causes and reduce process variability.

· Organize and lead business process meetings, ensuring effective collaboration across departments.

· Develop and maintain Salesforce and Microsoft Excel dashboards, reports, and metrics to track and communicate operational performance and project outcomes.

· Perform other duties as assigned.

Requirements

Minimum Education/Experience: Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of four (4) years of experience in the specific or related field; OR HS Diploma or equivalent plus a minimum of eight (8) years experience in the field.

Company / Industry Knowledge: Knowledge of financial institutions and financial data, preferably credit union or retail banking related.

Other Experience:

· Salesforce certification or 5+ years of experience integrating Salesforce within an enterprise is required.

· 5+ years of experience as a Salesforce Business Analyst or similar role, preferably in a software or SaaS company.

· Strong understanding of Salesforce Sales Cloud, Service Cloud, Revenue Cloud and platform capabilities.

· Experience with Salesforce integrations, third-party apps and AppExchange solutions.

· Demonstrated leadership skills. Experience leading teams and/or managing employees. Ability to influence teams, people, and drive decisions.

· Certification as a Six Sigma Green Belt, Six Sigma Black Belt, Lean or Project Management Professional (PMP) or equivalent experience preferred.

· Proven track record of delivering results in a fast-paced environment in a leadership capacity - managing a broad and diverse scope of business processes.

· Ability to work with data, spot trends and draw conclusions.

· Must be a self-starter, possess exceptional analytical skills and the ability to work in an agile environment with minimum guidance.

· Comfortable in a fast-moving, results-driven environment.

· Excellent critical thinking and problem-solving skills and sound judgment.

· Must be highly proficient in Microsoft Office (Excel, Word, PowerPoint).

· Experience with PowerBI or other visualization tools preferred.

· Experience with SharePoint, Intacct or other enterprise SAAS tools preferred.