Salesforce Business Analyst

Job Description

Job Description : n n If you are passionate about business analysis best practices, know the ins and outs of customer / member relationship management, have familiarity with product management best practices, have a good understanding of the Salesforce platform, are a self-starter requiring minimal oversight, are results-oriented and a team player, are not afraid to continue learning and reinforce new expertise, then this is the role for you! We’re looking for a Business Analyst (BA) to improve and accelerate our efforts to simplify and modernize our Salesforce platforms that include new functionalities to improve both the colleague and member experiences.

The level of seniority will be assessed during interviews to level set expectations from AFCU and the candidate. As a business expert, you have a general knowledge of banking along with a deep understanding of customer / member relationship management, especially best practices.

In addition : You are familiar with Business Analysis best practices related to elicitation and collaboration, requirements lifecycle management, requirements analysis & design definition, and solution evaluation.

You have experience leading brainstorming sessions, ideation workshops and interview sessions; creating conceptual models, value stream maps and process diagrams;

data mining and developing logical data models and data flow diagrams; and negotiating using MoSCoW or similar method for prioritizing requirements.

You have a Product Mindset and familiarity with Product Management best practices related to Life Cycle management, OKR definition, outcome driven roadmaps.

In addition, you will run discovery sessions by identifying pain points and user experience with continuous delivery in mind, create user Journeys, introduce design thinking to the organization and monitor product key performance indicators / metrics.

This role belongs to the Salesforce Platform Office that aligns its Roadmap with AFCU Corporate Goals and Objectives. You will reinforce the priorities and support the goals and objectives of the business by aligning the development of requirements based on the milestones in the roadmap.

You also work closely with the Development & Delivery team to ensure the requirements are well-understood, tested, and accepted by the business.

If you are inquisitive and able to dive into details to understand current how business colleagues need and want customer / member information, can identify opportunities for improvement, will thoroughly document recommendations and requirements, will collaborate to get agreement and approvals, and enjoy working closely with business & IT leaders and project teams to deliver results then we’re waiting to interview you!Job Details The Business Analyst (BA) is required to perform business analysis and requirements engineering activities as described below : Information Gathering and Roadmap DevelopmentGather various information (process documents, forms, system data, etc), dives into the details to better organize it, develops models, and other requirements-related deliverables to help AFCU determine what initiatives should be prioritized, and provide leaders an appreciation for the scale of changes that are required to be successful.

Meet with leaders, SMEs, and various stakeholders related to customer / member relationship management processes to develop an approved roadmap that supports the objectives of multiple business areas that leverage the platform.

Will identify and document weaknesses and gaps in current systems, processes, and data. Proposes and collects suggestions for epics, gains agreement about selection and prioritization of ideas / suggestions and performs activities to support / maintain the Salesforce Roadmap.

Development and ManagementOwn the requirements development & management for approved initiatives as well as what is defined in the Salesforce Roadmap.

They arrange and lead brainstorming and interview sessions to collect and document relevant information. They support solution development teams by clarifying or getting answers to questions, reducing ambiguity, resolving conflicting requirements, and addressing other issues with requirements.

Include business requirements documents, use cases, user stories, data flow diagram and data models, and other artifacts that collectively capture functional (behavioral), non-functional, and data descriptive requirements that answer the questions about what a solution is expected to do and how it is expected to perform.

Identify, prioritize (using MoSCoW or similar), trace, and track requirements; coordinate and communicate priorities and changes to requirements;

resolve requirements ambiguity, and escalate problems with requirements where necessary. Acceptance and TestingPlay an important part in requirements development to develop, as best possible, the acceptance criteria for requirements so it is clear what it means to be Done .

Perform User Acceptance Testing and may participate in development and review of some test cases and may assist execute some tests to ensure alignment of the delivered solution with original and current requirements.

Liaise between Business and IT TeamsWill work directly with the VPs and operational management leadership that participate in customer / member relationship management to become better-educated about current business capabilities and become the primary liaison within the Information Technology department for defining how business systems should work to support, optimize, and improve customer / member relationship management.

Tools and Best Practices Will contribute to selection and use of requirements management tools and help develop and improve business analysis and requirements engineering processes, guides, and best practices.

The BA will also be an evangelist to reinforce use of best practices and help develop colleagues to become better at business analysis and requirements engineering tasks, improving the overall awareness and value of good requirements.

Core ResponsibilitiesBecome the internal expert to provide the credit union guidance on best practices related to business intelligence, data and analytics, policies, procedures, and processes for customer / member relationship management activities leveraging the Salesforce platform.

Conduct meetings to collect and accurately document results of business discovery sessions with internal stakeholders to identify needs and wants and the justification and value to support them.

Create, review, and update current business process and data usage documents, identify gaps and areas of improvement, and obtain stakeholder sign-off for current and future states.

Influence collaboration among all departments when cross-functional dependencies exist for business processes and procedures that need to be changed.

Define and develop Business Requirements Documents, Use Cases, Epics, User Stories with clear Acceptance Criteria related to required changes to business systems based on alignment with product roadmap.

Define the data, business intelligence, analytics and reporting requirements for all business areas relying on customer / member relationship management information in Salesforce.

Assist various teams with requirements-related input that may be helpful to document changes from manual to automated processes, revise procedures, and help develop training material (when necessary).

Support Business and Information Technology teams during UAT by resolving variances or misunderstanding of requirements.Coordinate communication for escalations and facilitate resolution of risks, issues, and changes related to the Roadmap, Backlog, Epics, and User Stories.

Be familiar with Product Management best practices, gain additional skills and infuse them to the organization by having an influential mindset.

May help supporting presentations for large audiences (more than 30). QualificationsBachelor’s degree in computer science, information systems, business administration or other related field or equivalent work experience5+ years financial service experience, preferably at a credit union, focusing on improving customer / member relationship management business processes and data availability leveraging the Salesforce platform.

3+ years business analysis experience creating visual-oriented documents such as value stream maps, process maps, data flow diagrams, and data relationship diagrams3+ years requirements engineering experience and be able to perform the following activities : Elicitation (e.

g., Brainstorming, interviewing)Definition (e.g., epics, user stories, use cases, business requirement specification)Analysis (e.

g., value stream mapping, business process modeling, data modeling, gap analysis)Change control (e.g., dependency and traceability matrices)Salesforce Administrator CertificationMust be comfortable dealing with and resolving ambiguityMust have excellent analytical, written, negotiation and communication skillsValuable Additional Qualifications : Salesforce Business Analyst or Advanced Administrator CertificationProduct Management Best Practices KnowledgeExperience working in an Agile environmentExperience with Atlassian (Jira and Confluence), MS Office (Word, Excel, Access, and PowerPoint), and Visio.

Experience using video collaboration toolsets to facilitate remote working sessions.Systems Development and / or Project Management experience Affinity strives to maintain balance between our employees’ personal and professional responsibilities.

All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical / dental / prescription coverage, 401(k) plan, profit sharing, and generous paid time off.

As an Affinity employee you are eligible for discounts on our products and services, access to our fitness center and employee café, earn paid time off for volunteering, and much more.

In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program.

Explore career opportunities with Affinity and Belong to Something Better. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity.

Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we’ve created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.

Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety.

Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.

I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and / or disclose any and all information about me which said corporation, agent, or person may have.

I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check.

I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check.

I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening / testing.

Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.

I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law.

I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.

If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.

I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us.

I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason.

I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and / or days that I am expected to work may be changed to accommodate the needs of the business.

In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner.

I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment.

I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.

I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company’s esta