16290 - Business Analyst (IT)

Smith Johnson Tech•Midvale, UT

7d•Remote

About The Position

The Business Analyst (Salesforce/nCino) plays a key role in partnering with stakeholders across the organization to understand business needs, translate requirements into functional specifications, and support the design and optimization of Salesforce and nCino solutions. This role ensures systems align with business processes, regulatory requirements, and strategic goals—particularly in the Zions commercial banking environment.

Requirements

5–7+ years of business analysis experience, preferably in financial services or fintech
Hands-on experience working with Salesforce CRM (Service Cloud, Sales Cloud, or Financial Services Cloud)
Strong working knowledge of nCino—especially modules such as Commercial Loan Origination or Portfolio Management
Ability to create user stories, process flows, and functional requirements using tools like Visio, Lucidchart, or Miro
Familiarity with Agile/Scrum methodologies
Excellent communication, problem‑solving, and stakeholder engagement skills
Strong analytical thinking and attention to detail
Ability to adapt to a fast‑paced environment with changing priorities
Proven ability to build strong working relationships across technical and non‑technical teams
Proactive mindset with a focus on delivering business value

Nice To Haves

Salesforce certifications (e.g., Admin, Business Analyst, Platform App Builder)
nCino certifications or implementation experience with a certified partner
Background in banking processes (credit underwriting, loan origination, onboarding, KYC, operations)
Experience with data tools (SOQL, Salesforce Data Loader, SQL, ETL platforms)
Understanding of APIs, system integrations, and middleware platforms

Responsibilities

Collaborate with business units to understand workflows, challenges, and strategic objectives
Lead discovery sessions, interviews, workshops, and process mapping exercises
Document functional and technical requirements, user stories, acceptance criteria, and process flows
Analyze existing business processes and recommend improvements leveraging Salesforce and nCino capabilities
Translate requirements into well‑defined solution designs using Salesforce and nCino best practices
Partner with Salesforce administrators, developers, and nCino configuration teams to build and refine system functionality
Configure Salesforce and nCino components when appropriate (page layouts, fields, validation rules, workflow rules, etc.)
Support integration efforts across core banking systems and third‑party applications
Develop test plans, test cases, and testing scenarios for enhancements and new features
Participate in UAT facilitation, defect tracking, and validation for Salesforce and nCino releases
Ensure deliverables meet business requirements and comply with regulatory or audit expectations
Act as a liaison between technology, operations, product teams, and external vendors
Provide project updates, status tracking, and risk identification to project managers or leadership
Support change management activities, training sessions, and rollout communications
Assist with data quality initiatives, including cleansing, migration, mapping, and validation
Support reporting needs using Salesforce reports, dashboards, and data models
Ensure solutions align with compliance, security, risk, and governance standards