Business System Analyst – Salesforce

Business System Analyst – Salesforce

ProViso Consulting

Story Behind the Need

• Business group: The CRM Global Technology Applications team supporting Global Banking & Markets Wholesale clients.
• Project: Salesforce CRM technology has advanced since our last major update. The goal of the Salesforce project is to digitize, modernize our Salesforce instance by enhancing frequently used workflows, connecting with 3rd party data and integrating with other internal systems. You will be responsible for working with consultants and business stakeholders to analyze, verify existing workflow and identify gaps for enhancements, system integrations required. You will remove barriers throughout the project enabling the development and deployment of quality solutions that meet these requirements.
• Reason for request: Project in need of active support for new initiatives

Candidate Value Proposition

• The successful candidates will have the opportunity to progress into a BA capacity role throughout the contract duration. Great opportunity for building experience and skillsets.
• Collaborative team environment that will be impacting multiple organizational lines within the Bank.
• Using various techniques and methodologies, the successful candidate will be exposed to new technology in an enterprise environment

Typical Day in Role / Responsibilities:

• Work closely with end users, and business teams to understand business needs, conduct gap analysis and requirements assessments as needed
• Partner with Architecture on understanding the design and integration
• Create impact analysis document, User stories, Design workflows for implementation
• Deliver and enhance new and current solutions and applications
• Be involved in the full life cycle of a project, responsible for producing actionable and complete specifications, writing production quality code, and implementation
• Understand existing database schema, identify gaps and recommend solutions
• Design test sets and automate where possible, including functional and non functional testing, regression testing as well as performance testing
• Support the solution in production (as needed)
• Improve the end user experience by finding scalable solutions and addressing complex ad hoc queries.
• Effectively communicate with technical and non-technical audiences
• Coach and train end users (as needed).
• Participate and run SCRUM Meetings (as needed).

Candidate Requirements/Must Have Skills:

• 8+ years’ experience as a BSA, with 3+ years’ experience as a technical lead
• 2+ years’ recent experience with Salesforce CRM
• Recent experience writing intermediate SQL queries

Nice-To-Have Skills:

• Financial services experience is a plus around AML, KYC, and/or Compliance
• Capital Markets experience is a plus

Soft Skills:

• Excellent communication skills to work across different business lines and with different users
• Strong ability to work under pressure
• A ‘go getter’ personalities who can solve problems and think outside the box.

Best vs average:

• The ideal candidate will have very strong Salesforce experience. They would be a strong lead, who has significant experience with integration and enterprise level solutioning.

Degrees or certifications:

• Bachelor’s degree in a technical field (logical reasoning) such as computer science, computer engineering or related field. If not from a technical field, please ensure they have sufficient experience in similar roles supporting integration.
• Salesforce Certifications – Salesforce Admin is a plus

Structure and Format:

• 1st round: Video interview, panel discussion (technical and behavioral), 45-60mins
• 2nd round: Interview with Director (as needed), 30 mins
• Hiring Manager’s availability to interview: ASAP

Additional Notes:

• This is not a people management role, we are seeking a Salesforce SME/ technical solutioning lead
• Lead title is not required so long as scope of work in recent roles matches level of request.

Job Details



6 months



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