Salesforce/Ncino BA

Job Description

• The Core Need: A strong BA
• The Salesforce Piece: They do not need to be an Admin or know Salesforce day one, but Salesforce/nCino experience is a huge plus.
• The Ideal Profile: Someone with a tech/Information Systems background. Prior Salesforce admin experience that then moved into a Salesforce BA role. (as an example). Banking/FI experience is mandatory
• The Non-Negotiables: 5 days a week onsite
• The Role: BA work within Salesforce and nCino (3-8+ years of experience). The Profile (Based on the sample resume he shared):Needs strong soft skills. Someone who is good at interviewing business users, listening to what they need, and documenting it. A technical degree (Systems or Engineering) is a big plus because it helps them actually solve the problem rather than just treat symptoms.
• The Mentality: He needs someone who can sit face-to-face with frustrated business users, ask smart questions ("What keeps you up at night?"), and translate that into clear requirements.

• Drive awareness of requirements across business units and identify substandard systems processes through evaluation of real-time data
• Serve as thought leader for technical business processes, developing systems prototypes that promote increased efficiency and productivity on multiple levels
• Create and implement precise management plans for every project, with attention to transparent communication at all levels
• Perform, evaluate, and communicate thorough quality assurance at every stage of systems development
• Determine and develop user requirements for systems in production, to ensure maximum usability  
• Partner with stakeholders across business units (ex: Commercial Lending, Finance, Operations, Security and Compliance) to develop analyses and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams
• Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of monthly status reports to all appropriate parties
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
• Conduct daily systems analytics to maximize effectiveness and troubleshoot problems
• Develop meaningful and lasting relationships with partners for optimized systems integration, and respond to questions and concerns from managers and executives with supporting research and recommendations

• Bachelor’s degree
•  Five or more years of experience in analytics and systems development
•  Excellent experience with Salesforce and/or nCino
•  Proven analytical abilities
•  Experience in generating process documentation and reports
•  Excellent communication skills, with an ability to translate data into actionable insights
•  Excellent working knowledge of relevant Microsoft applications
•  Proven ability to manage projects and user testing
•  High proficiency in technical writing