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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 role, you will play a pivotal part in executing the GP and RPS Salesforce Strategy through focused agile teams working on prioritized initiatives across various Salesforce platforms. Your expertise will be essential in consulting, analyzing, and delivering on project-specific tasks while serving as a resource for relevant internal stakeholders. You will also engage with business and IT stakeholders to define and validate business solutions that align with their objectives.

Key Responsibilities

  • Develop and document Salesforce CRM requirements, including planning, prioritization, effort estimations, and ensuring traceability across teams and applications.
  • Assist in crafting User Stories and act as a liaison between Business and IT partners to ensure a comprehensive understanding of user stories and business requirements for design.
  • Collaborate and serve as a resource for team members and key stakeholders to uncover complex business challenges, identify root causes, and articulate business needs.
  • Identify best practices and propose enhancements to improve existing processes.
  • Maintain effective communication with agile teams and peer groups.
  • Recommend process improvements that significantly enhance efficiency or quality in assigned areas.
  • Act as a bridge between Business and IT partners to ensure clarity in user stories and business requirements for design.

Qualifications

Essential Qualifications:

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

Preferred Qualifications:

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

Company Overview

Lincoln Financial Group is committed to helping individuals plan, protect, and retire with confidence. We pride ourselves on making meaningful contributions to empower our customers. Our diverse and inclusive environment values unique perspectives and insights, fostering fulfilling careers and stronger communities.

Benefits

  • Clearly defined career paths and job levels.
  • Leadership development and training opportunities.
  • Competitive employee benefits including PTO and parental leave.
  • Tuition assistance programs.
  • A leadership team that prioritizes employee well-being and offers flexible work arrangements.