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Salesforce CRM Analyst
2 months ago
Position Overview
Lincoln Financial Group is seeking a dedicated Salesforce Business Analyst to join our Workspace Solutions – Salesforce and CRM Center of Excellence team. In this role, you will be instrumental in executing the GP and RPS Salesforce Strategy by collaborating within agile pods on prioritized initiatives across various Salesforce platforms. Your expertise will be vital in consulting, analyzing, and delivering project-specific assignments while serving as a key resource for internal stakeholders.
Key Responsibilities
- Develop comprehensive Salesforce CRM requirements, including planning, prioritization, effort estimations, and ensuring traceability to both downstream and upstream teams/applications.
- Assist in crafting User Stories and act as a liaison between Business and IT partners to guarantee a clear understanding of user stories and business requirements for design.
- Consult and collaborate with team members and key internal/external stakeholders to identify complex business challenges, ascertain root causes, and document business needs.
- Recommend best practices and suggest enhancements to current processes.
- Maintain effective communication with agile pod and peer teams to ensure alignment.
- Identify and propose process improvements that significantly enhance efficiency or quality in assigned areas.
- Serve as a liaison 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 professional experience (4+ years relevant to the role).
- Strong analytical skills to define problems, evaluate complex information, gather data, establish facts, and derive valid conclusions.
- Excellent collaboration and communication skills.
- Demonstrated leadership in project management with the ability to manage multiple initiatives simultaneously.
Preferred Qualifications:
- Experience with 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. With a diverse range of services including annuities, life insurance, group protection, and retirement plan services, we serve approximately 17 million customers. Our dedication to creating a diverse and inclusive environment is reflected in our equal opportunity employment practices.