What are the responsibilities and job description for the Business Analyst - CRM position at Connexus Credit Union?
Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates for personal, home, and auto loans. From its early beginnings on through the years, Connexus has remained a strong, growing, and secure financial institution that remains committed to serving the financial needs of our member-owners across the country.
Connexus offers an Amazing Benefits package:
25 days of paid time off and 7 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend
Connexus has a Values-Based Culture:
Our Values of Integrity, Respect, Transparency, Wellbeing and Synergy aren't just words on a page; our values dictate the actions of the organization and everyone within it. We demonstrate our values in every personal interaction, phone call, and email - every day.
About the Role:
We are seeking to hire an experienced Salesforce Business Analyst to join our company! As a Salesforce Business Analyst, you would analyze business processes, gather requirements, design, and configure Salesforce solutions, and manage projects.
This role is responsible for the management and development of salesforce, to ensure full utilization and tailoring of the platform to match and support business objectives, using agile techniques and strategies. This role will review and analyze business processes, services and information needs with a view to implementing change management initiatives to improve the user experience and increase productivity.
Responsibilities:
Coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions.
Create configurable solutions that comprise workflows, reports, custom objects, and validation rules.
Manage various salesforce projects, including gathering information, planning, and executing projects.
Formulate and maintain salesforce solution documentation. (e.g., process flows, data models, and technical specifications).
Works with the design team to ensure that the most significant business operations are addressed.
Educates and promotes CRM standard procedures to guarantee that the solutions produced are highest in class for the business's overall strategy and ethos.
Create a requirements management strategy for the project, which describes the process for elicitation, documentation standards, and formats.
Familiarity with the backlog grooming process, attributes, review, and approval process.
Assist the product owner in defining value and priority and selecting scope for upcoming releases and sprints by facilitating the continuing backlog grooming process.
Maintain a functional grasp of the business requirements and project solutions.
Position Requirements:
This position is Remote.
Bachelor's degree or commensurate experience is Required.
3 years of experience working as a Salesforce Business Analyst is Required.
Excellent knowledge of and shown proven expertise with Marketing Cloud, Service Cloud, and Financial Service Cloud is Required.
Collaborate with cross-functional teams to build sustainable applications.
Understanding of the project life cycle from inception through to completion, including project initiation, process and requirements analysis, testing, and transition to live activities.
Demonstrable experience of the use of core business analysis tools and techniques including workshop facilitation, process mapping and requirements elicitation and documentation.
Produce high quality business requirements documentation (such as requirements specifications, user stories, use cases and acceptance criteria) and detailed technical requirements specifications (such as data models, ER diagrams, UML models).
Excellent knowledge of Scrum, Agile, SAFe, DevOps, and technology such as Jira and Confluence.
Certifications in: Salesforce Certified Business Analyst or Salesforce Certified Administrator.
Connexus Credit Union's Recent Recognitions:
2024 Best Credit Union - NerdWallet
2024 Best Credit Union - Bankrate
2023 Best-In-Class Employer - Gallagher
2023 Best Credit Union - Kiplinger
Fourth Largest Credit Union in Wisconsin (by asset size)
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35
Connexus Credit Union is an equal opportunity employer committed to diversity and inclusion, and fair treatment, free of discrimination and retaliation. We will not discriminate against any employee or applicant for employment based on race, color, age, religion, sex, pregnancy, national origin, genetic information, sexual orientation, gender identity, veteran status, the presence of mental, physical, or sensory disability, or any other status protected under federal, state or local laws.
