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Salesforce Business Analyst- FT  

Kansas city, Missouri

POSTING DATE
2020-11-27 15:00:49 
COUNTRY
United states 
RELOCATION PROVIDED
No  
REMOTE WORK?
No  

Job details  »

Equal Opportunity Employer/Disabled/VeteransAcademy Bank and Armed Forces Bank provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, veteran or military status, pregnancy, genetic information, medical condition, or disability (physical or mental).Summary: The Commercial Banking Salesforce Business Analyst (Commercial SBA) is the primary Commercial Banking Salesforce representative and liaison for the Salesforce and nCino Commercial Banking platform. The Commercial SBA is responsible for ensuring the company is maximizing efficiency and capitalizing on the full features and benefits of the Salesforce platform and will be the primary communicative conduit of the Commercial Banking line of business for Salesforce and nCino between Executive Management, Information Technology and Commercial Banking users. The Commercial SBA will work in direct conjunction with the Salesforce Platform Manager of the Information Technology Department (IT), along with various other internal stakeholders and third-party providers, to define requirements, configure the application, recommend and deliver changes. The Commercial SBA will ensure the application meets the requisite needs and provides the tools necessary to manage, analyze and report the Bank's prospects and customers contact information throughout the Bank's customer lifecycle. The Commercial SBA will continuously work to improve the Salesforce experience by working directly with the Commercial Banking Salesforce user's to train, evaluate, recommend and implement changes as needed. This collaborative process includes providing and advocating rational and informed strategic suggestions to their respective department counterparts to ensure the Bank's overall Salesforce platform execution plan is adhered to and in accordance with the direction of the CCBO and the Bank's Executive Management Committee. Principal Accountabilities: +

Work within the Commercial Banking line of business as the primary Commercial Banking Salesforce representative to the Salesforce Platform Manager in the IT Department. +

Provide training and communication regularly with the Commercial Banking users on system changes, new features and enhancements.+

Recommend custom fields, objects, tabs and workflows as required to meet business objectives.+

Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.+

Implement and drive user adoption of Salesforce features such as Chatter as well as new features and product enhancements.+

Analyze user requirements and issues, provide best fit solutions while maintaining the integrity of the existing applications.+

Keep abreast of new Salesforce features and functionality using this knowledge to provide recommendations for process improvements.+

Monitor user adoption rates and determine whether additional training sessions, communication, modifications, or other resources are needed; implement as appropriate.+

Create and maintain documentation on processes, policies, application configuration and help related materials for users of Salesforce, nCino and other related CRM applications/components.+

Work with stakeholders to identify new and creative opportunities to leverage the customer data to support additional business processes or functions.+

Serve as Commercial Banking subject-matter expert on sources, definitions, and procedures for capturing, accessing, extracting, and processing data.Preferred Qualifications:+

Bachelor's Degree in Computer Science, Information Systems or related degree.+

Minimum of 2 years' Experience implementing and supporting CRM solutions, including the creation of business requirements and other formal documentation.+

2+ Years of Salesforce Experience or Salesforce.com certifications: Salesforce Administrator Certification; Salesforce App Builder Certification+

Supporting daily Salesforce Administration, including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations.+

Ability to achieve consensus around requirements within a diverse group of stakeholders with competing interests.Physical Requirements:The work environment is typical of a standard office setting. The position is sedentary, exerting 0 -- 10 lbs. of force occasionally and/or a negligible amount of force frequently. It involves sitting most of the time but may also involve walking or standing for brief periods of time. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used requiring the use of hands and fingers to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents is necessary. Speaking ability to express or exchange ideas; impart oral information to customers or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law.Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to [email protected] or call 816-412-6081 to let us know the nature of your request.

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