Salesforce Ventures

Senior Business Analyst

Salesforce Ventures

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Senior

About the role

  • 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.

Requirements

  • Post-secondary education in Business Administration, Operations, Engineering, Computer Science, or similar.
  • 7+ years experience as a Business Analyst in Fintech, Consulting in Financial Services, or Wealth Management, or similar.
  • Knowledge of how a Wealth Management firm operates from the front to back office.
  • Experience in technical scope documentation and solution configuration for B2B customers with track record of scope and change control.
  • Proficiency in metadata and data dictionary management with CSV, JSON and spreadsheets using Excel/Google Sheets and/or similar data treatment tools.
  • Ability to manage large datasets, spreadsheets and understand querying this data.
  • Strong written and verbal communication skills, with an ability to negotiate scope/out of scope features with customers.
Benefits
  • 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
  • A flexible & hybrid working environment
  • Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
  • Employee Stock Option Purchase Plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisprocess engineeringsolution analysistechnical scope documentationsolution configurationmetadata managementdata dictionary managementdata mappingfunctional testingchange management
Soft Skills
communication skillsnegotiation skillstime managementmentoringcollaborationcustomer supportproblem-solvingproject managementtrainingcontinuous improvement