Salesforce Business Analyst

Job Title: Salesforce Business Analyst

The Salesforce Business Analyst role is a vital part of the organization. This position will report to the Sr. Business Analyst Salesforce on a growing team and work closely with all areas of the business. The Business analyst will be charged with analyzing current processes and data, documenting applications which integrate with Salesforce, creating workflows, identifying areas for improvement, gathering requirements and turning them into technical specifications for vendors and developers.
The Business Analyst will be a highly skilled professional who has knowledge of Salesforce and insurance or has an insurance background and the desire to learn the Salesforce environment. He or she will specialize in gathering information from various sources and focusing on data flows and data quality as it relates to a CRM.


Key Responsibilities:

• Develop expertise in the functionality and operation of Salesforce and its critical integrations
• Assist business SMEs with requirements definition and write business requirements documents
• Work with business SMEs to gain understanding of current business needs and priorities
• Create process, workflow and data diagrams
• Document new and existing features and applications
• Troubleshoot problems and document solutions
• Create/update entries in helpdesk ticketing systems
• Identify business users for UAT testing and assist in the development of test scenarios, test execution and test results validation
• Create and update Epics, Features and User Stories using Agile methodologies through Azure DevOps
• Clearly document requirements and convert to user stories that the Technical Lead can digest and assign to developers
• Provide regular and timely updates and resolution to business users and management
• Learn how to identify and analyze data discrepancies and data quality issues
• Learn how to use SQL to query database for testing and analysis
• Ensure business requirements issues are identified, tracked, reported on and resolved in a timely manner
• Provide timely and accurate updates to senior management
• Other duties as assigned by Direct Line Manager
• Attend and may lead support meetings for collaboration, reviews and updates, documenting action items and lessons learned, and providing Salesforce representation for decisions and needed activities
• Alert team of high priority issues occurring in production

Requirements

• Bachelor's degree with at least a 3.2 GPA
• Strong verbal, written and interpersonal skills
• Advanced proficiency in computer applications: Excel, Word, PowerPoint, Visio
• Proficiency in Salesforce or another CRM considered a plus but not necessary
• Experience in developing business requirements documentation
• Ability to work alone but also collaborate across groups & functions in a fast-paced setting
• 2-5years of experience as a data and/or business analyst understanding business requirements for data working with users and IT staff
• Demonstrated ability to quickly learn business workflows and system data flows
• Understands insurance operational process in relation to applications and systems functionality is preferred
• Experience with Agile development methodologies
• Experience with SQL/BI/data reporting tools is a plus
• Able and willing to handle multiple competing tasks and shifting priorities in a fast-paced environment