Salesforce Business Analyst

Orrstown Bank•Harrisburg, PA

23h

About The Position

This position involves actively and passively engaging stakeholders to analyze and translate business, information, and technical requirements into solutions that maximize value delivery within business context and constraints while balancing value, feasibility, and strategic considerations.

Requirements

5+ years of experience building relationships with business partners and subject matter experts to elicit requirements, configure/administer systems and deploy effective solutions to solve business problems
3+ years of experience working in the financial services industry; strong business acumen and working knowledge of commercial and retail product origination and CRM strongly preferred
3+ years working as a Salesforce Administrator, nCino Administrator or Business Analyst, specifically performing requirements elicitation, system configuration and testing in a Salesforce environment preferred.
Excellent written and verbal communication, interpersonal and collaboration skills
Proven capacity to understand complex business and technical concepts.
Must be detail-oriented and demonstrate strong analytical and creative problem-solving skills with a solution-focused mindset

Nice To Haves

Certified Salesforce Administrator and nCino Certifications preferred
Business Analysis Book of Knowledge and Scrum or Agile development methodology familiarity strongly preferred
Working knowledge of financial cores, content management systems, and document preparation systems preferred.

Responsibilities

Partner with stakeholders, both actively and passively, to understand processes, needs, and current challenges, identify process improvement opportunities, elicit requirements, acceptance criteria and drive solutions that support business strategies and objectives to deliver value to stakeholders
Effectively communicate with all stakeholders, maintaining a customer-centric view, to uncover opportunities, assess new platform features, assist in refinement and prioritization of work backlog and assist in analyzing value delivery based on stakeholder feedback and quantitative analysis.
Perform standard business analysis functions such as Root Cause Analysis, Process Modeling, Stakeholder Interviews, Stakeholder Mapping, Lessons Learned documentation, Risk Analysis, Decision Analysis, Prototyping, etc.
Remain current and knowledgeable with all Salesforce and nCino functionality by taking continuing education classes and actively participating in the nCino and Salesforce communities
Understanding what is possible to support and innovate business processes (including system settings, objects, workflows, business rules, approval matrix, document manager, emails, policies, checklists, mobile administration, flows, and page layouts) and act as liaison between Bank business units and System providers to leverage system capabilities
Create and maintain all documentation for the platform including, but not limited to: requirements, assist with procedures and release notes ensuring platform is standardized and consistently maintained
Participates in the release management process and ensures IT Change Management procedures are upheld
Create and maintain reports and dashboards for the organization
Collaborate with other IT teams on projects and continuous delivery initiatives
Document and perform testing of solution features and functionality including, but not limited to: unit testing, smoke testing, integration testing and functional testing
Create and maintain all QA documentation for platform including, but not limited to: test plans, test scripts, issues, and feedback.
Serve as Tier I support and provide exceptional customer service to end users by answering questions, identifying, diagnosing and resolving issues and educating users on platform functionality
Proactively recognize the need for escalation and addresses issues with stakeholders and the vendor including creating and tracking support tickets and issue resolution
Work with the training department and lines of business to support the delivery of effective end-user training
Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel; respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.
Attend regularly scheduled coaching and counseling sessions held by supervisor to achieve the outcome of improved communication, action plan development, positive feedback and performance improvement.
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the work place; support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.