Salesforce Ventures

Business Analyst

• Engage in project mobilization: Participate in internal hand-off sessions with Presales and Solutions Architects as well as procure customer environments.
• Participate in Discovery sessions: Capture and validate standard and non-standard client implementation requirements pertaining to configurations for workflows, user views, role permissions, administration settings, and data integration requirements for customer use cases.
• Solution Analysis: Collaborate with Solutions Architects, Implementation Managers, Solution Engineers, and Product Managers to analyze requirements and develop solutions to implement them.
• Process Engineering: Create a process engineering plan in collaboration with customer resources to align customer processes to OV products.
• Data Analysis and Mapping: Analyze customer data by manipulating CSV, JSON, and/or spreadsheets mapping it to existing data elements in the OneVest data dictionary and in collaboration with Solution Engineers and Product Managers add new entries to the data dictionary/database as appropriate.
• Create Customer Organization structures: Discover and set up organization structures, user roles, permissions, page configurations, and collaborate with Solutions Engineers to build workflows.
• Drive high quality customer outcomes: Perform functional testing, validation of configurations, and provide support for internal quality assurance, as well as customer’s user acceptance testing.
• Provide customer demos: Demo configurations and integrations to customers eliciting feedback to improve the end-user experience prior to hand-off to customers for user acceptance testing.
• Support project management: Collaborate with the Implementation Manager in ongoing planning, risk mitigation, issue resolution, escalations, and delivering simultaneously for multiple customer projects.
• Provide subject matter expertise: Act as an SME for customers to assist in navigating their implementation from project kick-off through to launch.
• Participate in change management: Identify and document change requests as part of the change management process
• Participate in training: Lead end-user training and train the trainer sessions.
• Transition Live Customers: Collaborate with internal teams (Product & Technology, Implementation, Revenue) to improve the seamless transition of the customer from implementation to business as usual.
• Deliver customer documentation: Working with internal teams (Product and Implementation), contribute to development of customer-facing content; training documentation, knowledge base, and FAQs.
• Facilitate continuous improvement: Contribute to continuous improvement of internal processes, procedures, and templates to ensure a seamless customer experience.
• Personal time management: Manage & prioritize multiple fast-paced projects at any given time.
• Mentor: Mentor Business Analysts to help them learn the Wealth Management industry and grow their analytical skills.

Senior Business Analyst