Salesforce BSA: Elevate Servicing & Sales Enablement

TEKsystems

Dallas (TX)

On-site

USD 69,000 - 76,000

Part time

14 days+

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Job summary

TEKsystems in Dallas, TX is seeking a Salesforce Business Systems Analyst to bridge Retail Banking stakeholders and technology teams, translating business objectives into Salesforce solutions for servicing and sales enablement.

The role collaborates with Product Owners, Salesforce Developers, Solution Architects, and Operations to design, validate requirements, and drive process improvements for frontline bankers and customer service teams in a large enterprise setting.

Qualifications

Experience with Salesforce-based servicing and sales enablement solutions.
Ability to elicit, document, and validate requirements from stakeholders.
Knowledge of Retail Banking or financial services is preferred.

Responsibilities

Elicit, document, and validate Salesforce-based requirements for servicing and sales enablement.
Facilitate stakeholder interviews, workshops, and process reviews with Retail Banking partners.
Translate business needs into user stories, functional requirements, and acceptance criteria.
Manage requirements through the Agile lifecycle.
Collaborate with Salesforce Developers and Architects on design within Sales/Service Cloud.
Evaluate current processes and suggest automation and workflow improvements.
Create and validate UAT plans and coordinate defect resolution.
Define reporting needs and support Salesforce dashboards and analytics.