| Description :
|
Business Analyst with hands-on Salesforce build and management
The person will be responsible for documentation and analysis of project charter, business requirements, testing plan, test scripts and rollout plan. The BA should possess hands-on SFDC administration skills. He/She will work with different stakeholders – internal and external during the project lifecycle. A third party consulting firm will do development and this analyst will work closely with the implementation firm during all phases of the project.
• Document business requirements in form of user stories and be able to distinguish between needs and wants. Identify gaps between business needs and standard CRM application functionality; design and document solutions that fill the gaps; and provide detailed business requirements specifications for Salesfore.com developers.
• Create prototypes for application configuration and customization of CRM system/s (building screens, designing custom objects, developing workflows, etc.), including testing and evaluation to ensure quality and consistency
• Prepare and document end to end data conversion requirements for mapping from company systems into CRM. Document the business logic for ETL run between company systems and SFDC.
• Develop, document, and execute test plans to assess the integrity and accuracy of business processes, CRM module functionality setups and modifications, enhancements, customizations, and patches.
• Develop and maintain business process documentation and consider compliance in all business process analysis and redesign activities.
• Support, analyze, and resolve critical production application issues as required.
• Evaluate and implement Salesforce AppExchange solutions and add-ons to enhance the CRM system/s.
• Provide guidance for system/process workflow template development and data filtering criteria within CRM system/s.
• Ensure consistency of CRM usage conventions, compliance with best practices, and integrity of data.
• Provide oversight on mass data uploads into CRM system/s.
• Follow new releases, patches, and system updates of CRM system/s.
EDUCATION: Bachelor's degree or equivalent business experience required
EXPERIENCE: 5+ years of Salesforce.com implementation experience. Experience gathering and consolidating requirements from cross-functional groups. Ability to work under pressure and meet constantly changing timelines.
KNOWLEDGE & SKILLS: Proven analytical skills. Superb written and verbal communication skills as well as listening skills.
Solid problem solving skills as well as demonstrated analytical and qualitative abilities.
REQUIRED SKILLS:
Salesforce Financial Cloud – Business Analysis skills, i.e. requirements drafting, documentation, elicitation skills, etc.
• 10-12 year’s IT experience primarily in Financial Services
• 5 years’ experience in Salesforce.com
• 5 years’ experience as BA documenting requirements
• Ability to capture, organize, analyze and document complex information in a concise manner
• Excellent overall verbal and written communication skills with ability to clearly communicate with stakeholders
• An analytical mindset with problem-solving skills
• Familiarity with Pershing would be a plus
• CRM/Salesforce.com certification preferred.
• PMI/PMP certification preferred
• Agile scrum master certification required
• Proficient in MS Office (Project, Excel, Access, Word etc.)
• Experience with database query tool
_________________
|