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Salesforce CRM Analyst

2 months ago

Bismarck, North Dakota, United States Lincoln Financial Group Full time

Position Overview

We are seeking a dedicated Salesforce Business Analyst to join our Workspace Solutions – Salesforce and CRM Center of Excellence team. In this capacity, you will be instrumental in executing the GP and RPS Salesforce Strategy through agile teams focused on high-priority projects across various Salesforce platforms. Your role will involve consulting, analyzing, and delivering on project-specific tasks while serving as a key resource for internal stakeholders.

Key Responsibilities

  • Develop and document Salesforce CRM requirements, including planning, prioritization, and traceability to both upstream and downstream teams/applications.
  • Assist in crafting User Stories and act as a liaison between Business and IT partners to ensure a clear understanding of user stories and business requirements for design.
  • Collaborate with team members and key stakeholders to identify complex business challenges, determine root causes, and gather business needs.
  • Recommend best practices and suggest improvements to enhance current processes.
  • Maintain effective communication with agile teams and peer groups.
  • Identify and propose process enhancements that significantly improve efficiency or quality in assigned areas.
  • Act as a liaison between Business and IT partners to ensure a comprehensive understanding of user stories and business requirements for design.

Qualifications

Essential Qualifications:

  • 3-5+ years of experience in business analysis, with strong project management skills to coordinate multiple projects in a fast-paced environment.
  • Proven experience with Salesforce CRM.
  • Bachelor’s degree or equivalent professional experience (4+ years relevant to the role).
  • Strong analytical skills to define problems, analyze complex information, and draw valid conclusions.
  • Excellent collaboration and communication abilities.
  • Demonstrated leadership in project management with the capacity to manage multiple initiatives simultaneously.

Preferred Qualifications:

  • Experience in user acceptance testing.
  • Familiarity with agile methodologies.

About Lincoln Financial Group

Lincoln Financial Group is committed to helping individuals plan, protect, and retire with confidence. We value diverse perspectives and insights, fostering an inclusive environment where every employee can thrive. Our focus is on empowering our customers and building strong communities through meaningful contributions.

Benefits

  • Clearly defined career paths and job levels.
  • Leadership development and training opportunities.
  • Competitive benefits package including PTO and parental leave.
  • Comprehensive 401K plan and employee benefits.
  • Tuition assistance and free financial counseling services.
  • A leadership team that prioritizes employee well-being and offers flexible work arrangements.