Salesforce Business Analyst — Process & UAT Champion

GreenState Insurance Services LLC; North Liberty (IA); On-site; USD 79,000 - 93,000; Full time

Job summary

GreenState Credit Union is seeking a Salesforce Business Analyst to gather, document, and validate business requirements, ensuring Salesforce solutions meet business needs. You will partner with business stakeholders and the Salesforce team to support enhancements, testing, training, and user adoption while learning GreenState processes and capabilities.

The role emphasizes collaboration, backlog management, and iterative delivery in an agile environment.

Qualifications

• Bachelor's degree in Business, Information Systems, Finance, Communications, or a related field preferred.
• 1-3 years of business analysis, operations, systems support, project coordination, process improvement, or a related role.
• Strong organizational skills with the ability to prioritize work, manage multiple assignments, and meet deadlines in a fast-paced environment.
• Ability to analyze business needs, identify root causes, and recommend effective solutions.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong written, verbal, and interpersonal communication skills.
• Demonstrated ability to build relationships and collaborate effectively with stakeholders at all organizational levels.
• Ability to gather, analyze, and document business requirements and business processes.
• Ability to translate technical concepts into business-friendly language and vice versa.
• Strong customer service mindset with a focus on employee and member experience.
• Demonstrated curiosity, initiative, and willingness to challenge assumptions to improve business outcomes.
• Experience supporting business process improvement, operational efficiency initiatives, or technology-related projects.
• Experience with Agile methodologies, Scrum practices, or iterative project delivery preferred.
• Experience supporting user acceptance testing (UAT), testing activities, or quality assurance processes preferred.
• Experience developing or supporting end-user training, knowledge documentation, and user adoption initiatives preferred.
• Financial services experience preferred; familiarity with financial industry terminology is a plus.
• Experience with Salesforce or other CRM/business systems preferred.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Teams.
• Salesforce Business Analyst Certification preferred but not required.
• Willingness and ability to pursue Salesforce certifications and ongoing professional development.
• Ability and willingness to work additional hours if needed to support business priorities and project deadlines.

Responsibilities

• Gather, document, and validate business requirements for Salesforce.
• Partner with stakeholders and Salesforce team to support enhancements and testing.
• Develop test scenarios and coordinate UAT.
• Assist with training materials and user adoption.
• Maintain strong stakeholder relationships.
• Support sprint planning, backlog refinement, testing, deployment, and release activities.
• Collaborate with Scrum team to deliver scalable Salesforce solutions.

Skills

Business analysis

Analytical thinking

Communication skills

Stakeholder management

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel

Word

PowerPoint

Teams

Job description

GreenState Credit Union is seeking a Salesforce Business Analyst to gather, document, and validate business requirements, ensuring Salesforce solutions meet business needs. You will partner with business stakeholders and the Salesforce team to support enhancements, testing, training, and user adoption while learning GreenState processes and capabilities.

The role emphasizes collaboration, backlog management, and iterative delivery in an agile environment.