Salesforce Business Analyst

GreenState Credit Union • North Liberty, IA

4d

About The Position

The Salesforce Business Analyst supports the Enterprise Salesforce Team by gathering, documenting, and validating business requirements so Salesforce solutions meet business needs. The role partners with business stakeholders, end users, the Salesforce team, and IT partners on enhancements, testing, training, and user adoption, while building an understanding of GreenState’s business processes and Salesforce capabilities.

The position serves as a liaison between stakeholders and the Salesforce team, supports the Salesforce backlog, documents current and future state processes, and collaborates with the Scrum team to deliver scalable solutions. It also supports solution design, sprint and release activities, User Acceptance Testing, defect follow-up, change management, and continuous improvement. The role follows GreenState’s core values and service standards, emphasizes member and employee experience, protects confidential member information, and contributes to a diverse and inclusive workplace.

The salary range is $79,173.90–$92,563.38, with a progressive benefit package. The position reports to the VP Salesforce and has no supervisory responsibilities.

Requirements

• 1–3 years of experience in business analysis, operations, systems support, project coordination, process improvement, or a related role.
• Strong organizational skills, including the ability to prioritize work, manage multiple assignments, and meet deadlines in a fast-paced environment.
• Ability to analyze business needs, identify root causes, and recommend effective solutions.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong written, verbal, and interpersonal communication skills.
• Ability to build relationships and collaborate effectively with stakeholders at all organizational levels.
• Ability to gather, analyze, and document business requirements and business processes.
• Ability to translate technical concepts into business-friendly language and vice versa.
• Strong customer service mindset focused on employee and member experience.
• Demonstrated curiosity, initiative, and willingness to challenge assumptions to improve business outcomes.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Teams.
• Willingness and ability to work additional hours if needed to support business priorities and project deadlines.
• Bachelor’s degree in Business, Information Systems, Finance, Communications, or a related field preferred.

Nice To Haves

• Experience supporting business process improvement, operational efficiency initiatives, or technology-related projects.
• Experience with Agile methodologies, Scrum practices, or iterative project delivery.
• Experience supporting User Acceptance Testing (UAT), testing activities, or quality assurance processes.
• Experience developing or supporting end-user training, knowledge documentation, and user adoption initiatives.
• Financial services experience; familiarity with financial industry terminology is a plus.
• Experience with Salesforce or other CRM/business systems.
• Salesforce Business Analyst Certification; preferred but not required.
• Willingness to pursue Salesforce certifications and ongoing professional development.

Responsibilities

• Adhere to the Credit Union’s core values and Service Standards in support of GreenState’s mission and vision.
• Maintain a positive member-service focus in internal and external interactions, demonstrate teamwork, ensure confidentiality of member information, and support a diverse and inclusive work environment.
• Act as a liaison between business stakeholders, end users, and the Salesforce team to align business needs and solutions.
• Support the Salesforce backlog by helping identify, analyze, document, and prioritize business requirements.
• Elicit, analyze, and document business requirements, user stories, process flows, and acceptance criteria.
• Question assumptions, identify gaps, and work with stakeholders, subject matter experts, and users to clarify requirements and define solutions.
• Identify opportunities for process improvement, increased efficiency, and better member and employee experiences.
• Document current and future state business processes and workflows.
• Collaborate with the Scrum team to deliver scalable, sustainable Salesforce solutions aligned with business objectives.
• Assist with solution design discussions and help ensure proposed solutions align with documented requirements.
• Support sprint planning, backlog refinement, testing, deployment, and release activities.
• Develop test scenarios, test plans, and test scripts to validate business requirements.
• Coordinate and support User Acceptance Testing (UAT), including defect tracking and resolution follow-up.
• Validate completed work with stakeholders and end users to confirm solutions meet expectations and business needs.
• Assist with change management, training materials, knowledge documentation, and user adoption activities.
• Maintain stakeholder relationships and serve as a resource for Salesforce-related business questions.
• Participate in team planning, documentation, and continuous improvement initiatives.
• Perform other duties and responsibilities as assigned.

Benefits

• Progressive benefit package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level