Business Analyst - Salesforce

Truist Bank • Atlanta, GA

21d

About The Position

We are seeking a Salesforce & ETL Business/Data Analyst to join our Salesforce Integration (ETL & API) Development team. This role is ideal for someone who thrives at the intersection of business processes, technology, and user experience. The BSA will work closely with cross-functional business stakeholders, product managers, delivery teams and engineering teams to translate business needs into well-defined requirements and deliver scalable Salesforce and ETL integration solutions that drive efficiency and growth.

Requirements

• Bachelor’s Degree and four to seven years of experience or equivalent education and software engineering training or experience
• In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
• Understanding of key business processes and competitive strategies related to the IT function
• Ability to plan and manage projects and solve complex problems by applying best practices
• Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information
• 6-8 years of professional experience as an IT Business Analyst or Business System Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
• Strong proficiency in Jira and Confluence for requirements tracking and documentation.
• Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
• Demonstrated ability to build user journeys, workflows, and diagrams using tools such as System Architect, Visio.
• Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.
• Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
• Working knowledge of Salesforce platform capabilities, data model, and integration patterns.
• Experience with ETL technologies like Informatica or Talend
• Experience with Salesforce Platform, SOQL queries.
• Understanding of Salesforce REST APIs
• Experience with Microsoft SQL, DB2, data querying, and reporting tools.
• Understanding of digital banking operations, API, XML, JSON, CSV and system integrations.
• Experience working with projects following Agile framework.
• Experience with Agile tooling like Gitlab, Rally/JIRA/Confluence
• Strong communication and relationship-building skills
• Ability to bridge business and technical teams
• Can translate and validate requirements in Salesforce
• Salesforce SOQL querying and Salesforce data model and data analysis
• SQL querying and Database data and data model analysis
• Job development using Informatica or Talend
• Ideally has hands-on Salesforce or prior system integration experience
• Can perform business-level QA and test their documented stories

Responsibilities

• Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
• Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
• Build in and maintain security controls and monitoring in support of company standards.
• Typically lead moderately complex projects and participate in larger, more complex initiatives.
• Solve complex technical and operational problems. Act as a resource for teammates with less experience
• May oversee the work of a small team.
• In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.
• Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.
• Ability to work independently and analyze distributed and cloud systems like SQL, ETL, Salesforce, execute SQL queries in different database systems, SOQL queries in Salesforce and perform gap analysis.
• Deliver mapping documents and other technical requirement documents.
• Analyze business requirements and compare them against Salesforce/ source data structures to confirm alignment and identify any gaps or inconsistencies.
• Validate developer- loaded data in Salesforce by detailed checks to ensure accuracy, completeness and compliance with defined requirements.
• Collaborate with cross-work-stream teams to review, refine, and finalize business and technical requirements.
• Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.
• Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.
• Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.
• Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.
• Maintain accurate and updated documentation using Confluence and track development progress using Jira.
• Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.
• Support change management, end-user training, and documentation as part of new feature rollouts and enhancements

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees