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Business Systems Analyst - Salesforce.- F2F at Remote, Remote, USA
Email: [email protected]
From:

Priyanka Maurya,

Tek Inspirations LLC.

[email protected]

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Job Description -
Business Systems Analyst - Salesforce.
Onsite- Cleveland, OH -Need locals
Skype + F2F
JD
Must have financial experience
The majority of the Salesforce focus will be in 3 modules (in order of importance): 1. Sales Cloud 2. Financial Services Cloud 3. Service Cloud. The 3 main aspects of this role are:
1. Communication / Coordination - someone who can rally people together, coordinate, communicate, and document the steps to successful adoption. 2-way feedback - communicate the expectations of the organization and bring out the expectations from the user base to management, so they can find common ground. The written aspect will be the most important, documenting processes and the training that will take place.
2. Well-versed in Change Management / Process Improvement - how to document changes, create communication of these changes company-wide and field questions / concerns from the user base. Discover current processes, steam-line, standardize and document new processes.
3. Training - There will be some Train the Trainer from the implementation vendor and this role will essentially be the trainer. The user base is just under 300 people, so similar size org experience would be good. Someone who can document, schedule, and carry out group and individual training. The vision is to also hold a large conference hall-style training for the Cleveland HQ. This will be a new system and process for everyone and will be learning in a live environment, even the trainer to some extent.
Requirement
There is a heavy emphasis on BA skills to interview, understand, and document steps required for people in each department to do their jobs on a daily basis. The idea is to have a power user / SME from each department that will work as part of this team.
hey are transitioning from an older SF platform to a new one using a few new modules - Financial Services Cloud (FSC), Sales Cloud, and Service Cloud.  Lots of configuration, customization, evaluation of current state, planning future state, building test plans for UAT.
Organization and structure being built in rea-time for their Salesforce practice, so they need to be resourceful in collecting info / interviewing users to determine requirements, turn into technical documentation.
Need an excellent communicator, organized, detailed documentation.  Part coach / trainer / user advocate for Salesforce adoption.  Vendor is implementing the modules and go-live scheduled for mid-March this year.  Vendor will be part of the training program, but there will need to be self-learning along the way.  
Financial Services industry experience is what they are buying.  Someone who has built a sales process within Salesforce would be a home run as they don't have a process as of now and that is a focus for them to get in place.
300 users in total, team size is 2 main players, plus a "super-user" from each of the business units.  Looking for someone who is comfortable soliciting 2-way feedback 

Keywords: business analyst golang Ohio
Business Systems Analyst - Salesforce.- F2F
[email protected]
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12:47 AM 01-Mar-25


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Location: Cleveland, Ohio