Job Description

Our banking client that is looking for an expert Business Analyst (BA) with Salesforce experience. The candidate will have excellent communication skills and the ability to collaborate both with business and technical leadership.

The scope of work includes understanding the business vision and roadmap items, documenting them into detailed business requirements, and working closely with both business and technology teams to ensure alignment, quality, and successful delivery of features.

The ideal candidate will have experience with Salesforce and nCino .

Roles and Responsibilities

• Drive awareness of requirements across business units and identify substandard systems processes through evaluation of real-time data.
• Serve as a thought leader for technical business processes, developing systems prototypes that promote increased efficiency and productivity on multiple levels.
• Create and implement precise management plans for every project, with attention to transparent communication at all levels.
• Perform, evaluate, and communicate thorough quality assurance at every stage of systems development.
• Determine and develop user requirements for systems in production to ensure maximum usability.
• Partner with stakeholders across business units (Commercial Lending, Finance, Operations, Security, and Compliance) to develop analyses and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams.
• Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of monthly status reports to all appropriate parties.
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation.
• Conduct daily systems analytics to maximize effectiveness and troubleshoot problems.
• Develop meaningful and lasting relationships with partners for optimized systems integration, and respond to questions and concerns from managers and executives with supporting research and recommendations.

Required Skills

• Bachelor's degree.
• Five or more years of experience in analytics and systems development.
• Excellent experience with Salesforce and/or nCino .
• Proven analytical abilities.
• Experience generating process documentation and reports.
• Excellent communication skills with the ability to translate data into actionable insights.
• Excellent working knowledge of relevant Microsoft applications.
• Proven ability to manage projects and user testing.
• High proficiency in technical writing.

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