Financial Services Business Analyst
Job Type
Full Time
Workspace
Remote - US
About the Role
- We are looking for tech-savvy professionals who know Salesforce inside and out. The Business Analyst (BA) is a leader at Platinum River INNOVATIONS and is paramount to client success. On behalf of the client, the BA is the integral in understanding & translating client needs into solution configuration and will be viewed as both an industry and solution professional.
On a day-to-day basis, the BA is responsible for requirements elicitation, solution configuration, as well as training. Requirement elicitation translates client needs articulated during Discovery sessions into a user story map. The BA needs to have strong Business Consulting Capabilities, Salesforce Configuration Experience and the ability to Learn additional technologies and sub-industry domain topics. Furthermore, the BA may mentor and grow other team members’ capabilities in the functional domain.
Responsibilities:
- Work with key business stakeholders to understand strategy, processes, business rules, and systems, articulating these through documentation, diagrams, and requirements.
- Conduct discovery sessions and workshops to elicit, clarify, and prioritize business requirements.
- Create and manage a user story backlog, decomposed into sprints that provide simplicity and clarity for both the client and the project team.
- Write detailed user stories with acceptance criteria to ensure developers and testers have a clear understanding of business needs.
- Develop requirement documentation, business process flow diagrams, and support implementation planning.
- Partner with Project Managers and Solution Architects to ensure alignment between requirements, solution design, and delivery.
- Facilitate sprint planning, grooming, demos, and retrospectives from a business/user perspective.
- Support test planning and execution, ensuring solutions meet documented acceptance criteria.
- Identify and document change management needs and support training development and delivery.
- Provide consultative advice to clients on Salesforce best practices, with a predisposition toward native functionality first, AppExchange solutions second, and customization only if required.
- Track and measure success metrics to ensure releases deliver measurable value to the client.
- Act as a trusted advisor to client Product Owners, presenting design trade-offs and helping them make informed decisions.
- Engage periodically in sales activities when BA expertise is needed for estimation or scoping.
Embrace and embody Platinum River INNOVATIONS’s Core Values:
- Business Outcomes
- Service Orientation
- Innovation Driven
- Career Development
Requirements
Competencies:
Demonstrated command of Agile/Scrum methodology is required.
Advanced verbal and written communication skills with a focus on being clear and concise.
Excellent facilitation and client relationship skills.
Strong business and systems analysis skills, user story writing, and problem-solving capabilities.
Experience with Salesforce functionality, configuration, and business process mapping.
Education and Experience:
2+ years of experience in business analysis, requirements gathering, and process re-engineering.
Minimum 2+ years of experience administering or consulting on Salesforce. Financial Services Cloud experience is required.
2+ years working with Financial Services Organizations; Insurance/Wealth preferred.
Experience with requirements elicitation, backlog management, and user story writing is required.
Experience with Salesforce data migration and AppExchange package evaluation/installation is a plus.
Consulting or Service Industry experience preferred.
Bachelor’s degree is required.
Travel:
Ability to travel to client site (if needed)
Ability to travel to company/industry events (if needed)
Benefits:
Medical Insurance
Population Health
401(k) plan with company match
Flexible work options
Paid holidays
Responsible Time Off (RTO)
Platinum River INNOVATIONS is an equal opportunity employer that celebrates diversity and provides an inclusive work environment. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Indigenous status or any other factors considered discriminatory. We try our best to accommodate any candidate taking part in the selection process upon request.
By submitting your information, you confirm that you agree to the storing and processing of your personal data by Platinum River INNOVATIONS.
About the Company
At Platinum River INNOVATIONS, we believe that PEOPLE are our key differentiator. As our strongest asset, our team is what makes us special and allows us to build long term value with our clients. We are a rapidly growing Salesforce consulting partner, focusing on achieving client outcomes through bringing INNOVATIONS to our clients in all 3 engagement modes: Strategy, Implementation, and Managed Services.
Our EXPERIENCED team sets us apart by continually solving complex challenges, creating value for our clients, employees, and partners that they cannot find anywhere else. Through business acumen, industry knowledge, and deep technical expertise, Platinum River INNOVATIONS is a trusted Salesforce Partner committed to remarkable client experiences and outcomes.
As a new, up-and-coming Salesforce partner, our leadership team drives outcomes by utilizing 25+ years of experience in the insurance industry, and applying it to our company vision. We have a solid foundation, and are rapidly expanding. We need talented professionals who are eager to build their careers and grow with us.