Salesforce Business Analyst

Salesforce Business Analyst

ProViso Consulting

Story Behind the Need

• Business group: The Global Wealth Management group
• Project: Global Technology Services – RTB CRM is seeking 1 Salesforce Business Analyst to assist with residual enhancements for the Total Wealth 360 project, where they are combining multiple business lines in Wealth, into 1 Salesforce Platform.

Candidate Value Proposition

• The successful candidates will have the opportunity to join a collaborative team environment that will be impacting multiple organizational lines within the Bank. Using various techniques and methodologies with Salesforce, the successful candidate will be exposed to new technology in an enterprise environment.

Typical Day in Role

• Works with key stakeholders within all business functions to align technology solutions with business strategies
• Gathers requirements from business units and translates those to programmers and developers
• Reading and writing SQL Queries
• Prepares cost-benefit and return-on-investment analyses to aid in decisions on system implementation
• Demonstrates an informed knowledge of business functions to resolve problems and capitalize on improvement opportunities
• Supports one or more highly complex business processes
• Works on multiple projects as a project team member
• Serves as a liaison between the business community and the IT organization in order to provide technical solutions to meet user needs

Candidate Requirements/Must Have Skills:

• 4 + years Salesforce Configuration
• 4 + years reading and writing SQL Queries
• 4 + years’ experience working through Agile projects throughout the SDLC cycle
• Good, clear communication skills (9 or 10): able to collaborate with multiple lines of business following an Agile methodology through the SDLC cycle

Nice-To-Have Skills:

• Experience with Talend is a plus
• Financial exp. within Service Cloud units is a plus

Degrees or certifications:

• Bachelor’s degree in a technical field such as computer science, computer engineering or related field required

Job Details



1 month



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