Product Business Analyst

Simplicity Group; Minneapolis (MN); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading company in the financial services sector seeks a Product Business Analyst to join their technology team. The role involves communication facilitation between stakeholders, product support, and managing project implementations. Ideal candidates will have knowledge of Salesforce, strong analytical abilities, and the capacity to manage competing priorities, contributing to innovative financial planning solutions.

Benefits

401k with employer match

Paid Time Off

Free onsite parking

Qualifications

• Experience with Salesforce administration including user management.
• Experience in Scrum/Kanban methodologies.
• Familiarity with wealth management or insurance industry.

Responsibilities

• Facilitate communication between business stakeholders and development team.
• Assist product owner with managing the product backlog.
• Document user stories for new features and enhancements.

Skills

Effective Communication

Problem-Solving Skills

Attention to Detail

Education

Bachelor’s degree in MIS or a related field

Tools

Salesforce

Microsoft Office Suite

JIRA

AWS

Job description

Join to apply for the Product Business Analyst role at Simplicity Group

Join to apply for the Product Business Analyst role at Simplicity Group

Get AI-powered advice on this job and more exclusive features.

Job Description

Job Description

Position Title: Product Business Analyst

Reports to: VP, Product Owner

Department: Technology

Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position

Classification: Full-time; Exempt

Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments.

Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items.

Primary Responsibilities:

• Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools
• Document User Stories for new features and ongoing enhancements.
• Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues
• Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs.
  
  

Qualifications:

• Bachelor’s degree in MIS or a related field
• Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area
• Experience in Scrum/Kanban methodologies and their various processes and ceremonies
• Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation
• Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings
• Salesforce Certified Administrator preferred
• Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC
• Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred
• Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization)
• Proficiency with Microsoft Office Suite, including Excel and Access
• Familiarity with the wealth management or insurance industry strongly preferred
  
  

Core Competencies:

• Ability to manage competing demands and priorities
• Attention to detail a must
• Strong Problem-Solving Skills
• Desire to take ownership of projects and see them through to completion
• Strong team player
• Strong Listening and Writing Skills
  
  

Compensation & Benefits:

Compensation (based On Experience)

• Annual base salary: $65,000 - $85,000
• This is an exempt position
• Annual performance bonus target: 7%
  
  

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Free onsite parking
  
  

Location: Simplicity Minnesota Office

3600 American Blvd. W., Suite 700, Minneapolis, MN 55431

• This role is an in-office position
  
  

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Insurance and Employee Benefit Funds

Referrals increase your chances of interviewing at Simplicity Group by 2x

Get notified about new Business Analyst jobs in Minneapolis, MN.

Maple Grove, MN $25.00-$28.00 12 months ago

Apple Valley, MN $85,000.00-$104,000.00 4 weeks ago

Eden Prairie, MN $28.61-$56.06 4 hours ago

ERP Business Analyst - Microsoft D365 Business Central

Minneapolis, MN $86,912.00-$119,620.00 3 weeks ago

Greater Minneapolis-St. Paul Area $90,000.00-$98,000.00 2 days ago

Minneapolis, MN $69,353.00-$90,159.00 2 weeks ago

Business Analyst - Finance, Supply Chain and AI Automation

Minneapolis, MN $71,600.00-$140,600.00 4 hours ago

Minneapolis, MN $65,000.00-$135,000.00 2 months ago

Remote state Medicaid (RAMP) redesign Business Analyst

Hopkins, MN $77,100.00-$132,200.00 16 hours ago

St Paul, MN $83,600.00-$125,400.00 1 week ago

Technical/Business Analyst - New Product Development

Business Process Analyst Intern, application via RippleMatch

Business Analyst, application via RippleMatch

Enterprise Resources Planning Business Analyst

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.