Salesforce Business Analyst

Axos Bank; San Diego (CA); On-site; USD 75,000 - 86,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Paid sick leave

Vacation time

Holidays

Job summary

Axos Bank’s Salesforce Business Analyst role is on-site at our San Diego HQ. The role partners with the business to support the Salesforce roadmap, translating CRM use cases into technical requirements for bank resources.

The position requires a bachelor’s degree or Salesforce certs, 2+ years as a Salesforce administrator, and experience with Sales/Service Cloud, Five9, Conga, Glance, LoS, and Marketing Cloud. Expect agile delivery and cross-functional collaboration.

Qualifications

• Bachelor's degree or relevant Salesforce certifications.
• 2+ years as a Salesforce.com Administrator.
• Operates in a Scrum/Agile Environment.
• Experience with Five9, Conga, Glance, LoS, Marketing Cloud platforms.
• Proven admin experience with SalesCloud, ServiceCloud, Knowledgebase & Communities.
• Excellent understanding of Salesforce.com best practices and functionality.
• Experience with Salesforce1 Mobile, SQL.

Responsibilities

• Performs business systems and process analysis of existing systems/processes.
• Conducts interviews and requirements gathering workshops.
• Ensures sign-off of all artifacts.
• Assists in testing, training plan development and training, support for users, and developing user documentation (i.e. manuals, reference guides, etc.).
• Participates in QA process; identifies test cases; explains complex processes; aids in developing test plans.
• Develops detailed business cases, ROI calculations, value definition, cost assessments (expense/capital), benefits, and risk analyses.
• Conducts root cause analysis using knowledge of applications, interfaces, and technology for defect resolution.
• Coordinates project tasks and project life cycle phases for small to mid-size projects (i.e. defining requirements, documentation, and process flows, etc.) to meet customer goals and requirements.
• Build Salesforce.com Declarative customizations & automations, including: Architectural components: Objects, Record Types, Layouts, & Fields; Automation components: Workflow rules, Flows, & Process Builders; Efficiency components: Knowledgebase, Macros, Quicktext; Omni-Channel components: Assignment Rules, Entitlements, LiveAgent, Glance & Five9; Integrations.
• Develop deep understanding of the internal Consumer & Commercial Banking operations to lead complex projects and integrations to improve sales and service.
• Promote business adoption of system capabilities and features (via trainings & webinars).
• Participate in all aspects of our Agile Project Methodology (including proper Change Management).

Education

Bachelor's degree or relevant Salesforce certifications

Tools

Salesforce Admin

SalesCloud

ServiceCloud

Job description

Axos Bank Target Range: $75,000.00 /Yr. - $86,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job: This position is on-site and will be located in our HQ - San Diego CA. The Salesforce Business Analyst will partner with the business to support the Salesforce architectural roadmap. It is a technology-focused role, where you will have a deep understanding of all CRM-related technologies to successfully partner with the business to develop use cases and define technical requirements. Some of those areas may include cross functional business units, customer stakeholders’ and compliance. This role will collaborate with the business and the bank's technical subject matter experts to identify optimal solutions to solve these situations. To be effective in this role you must be able to synthesize inputs from multiple sources and translate those into clearly articulated and usable technical requirements for the bank's technical resources.

Responsibilities

• Performs business systems and process analysis of existing systems/processes.
• Conducts interviews and requirements gathering workshops.
• Ensures sign-off of all artifacts.
• Assists in testing, training plan development and training, support for users, and developing user documentation (i.e. manuals, reference guides, etc.).
• Participates in QA process; identifies test cases; explains complex processes; aids in developing test plans.
• Develops detailed business cases, ROI calculations, value definition, cost assessments (expense/capital), benefits, and risk analyses.
• Conducts root cause analysis using knowledge of applications, interfaces, and technology for defect resolution.
• Coordinates project tasks and project life cycle phases for small to mid-size projects (i.e. defining requirements, documentation, and process flows, etc.) to meet customer goals and requirements.
• Build Salesforce.com Declarative customizations & automations, including: Architectural components: Objects, Record Types, Layouts, & Fields; Automation components: Workflow rules, Flows, & Process Builders; Efficiency components: Knowledgebase, Macros, Quicktext; Omni-Channel components: Assignment Rules, Entitlements, LiveAgent, Glance & Five9; Integrations.
• Develop deep understanding of the internal Consumer & Commercial Banking operations to lead complex projects and integrations to improve sales and service.
• Promote business adoption of system capabilities and features (via trainings & webinars).
• Participate in all aspects of our Agile Project Methodology (including proper Change Management).

Qualifications

• Bachelor's degree or relevant Salesforce certifications.
• 2+ years as a Salesforce.com Administrator.
• Operates in a Scrum/Agile Environment.
• Experience with Five9, Conga, Glance, LoS, Marketing Cloud platforms.
• Other cloud and on-premise based systems experience.
• Proven admin experience with SalesCloud, ServiceCloud, Knowledgebase & Communities.
• Excellent understanding of Salesforce.com best practices and functionality.
• Experience with Salesforce1 Mobile, SQL.

Benefits

• Medical, Dental, Vision, and Life Insurance.
• Paid Sick Leave.
• 3 weeks’ Vacation.
• Holidays (about 11 a year).
• HSA or FSA account and other voluntary benefits.
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan.
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.