Analyst, Salesforce at Stanbic IBTC

Job purpose description

The Salesforce Analyst is responsible for bridging the gap between business needs and technical solutions within the Salesforce platform. This role focuses on gathering user requirements, conducting business analysis, and ensuring that projects are delivered on time and meet organizational goals. The analyst will serve as a liaison between stakeholders and technical teams, facilitating effective communication and project management. The analyst will play a key role in optimizing Salesforce assets to drive customer management and enhance overall business performance. Additionally, he/she will be responsible for recommending and designing solutions that can deliver value to Stakeholders.

Technical Business Analysis and Project management

• Design Salesforce solutions to meet business requirements.
• Develop use cases and user personas to guide solution design
• Customize objects, fields, page layouts, record types, validation rules, and workflows.
• Work with the developer to develop and maintain Apex classes, triggers, Visualforce pages
• Communicate effectively between business stakeholders and technical teams.
• Collaborate with QA teams to develop test plans based on user requirements and participate in user acceptance testing (UAT) to validate solutions.
• Conduct unit testing and system testing for new features and enhancements.

Continuous Improvement

• Identify opportunities for automation to reduce manual effort and increase efficiency.
• Conduct user feedback sessions to gather insights on pain points and areas for enhancement.
• Regularly assess existing Salesforce processes and workflows to identify inefficiencies or bottlenecks.
• Stay updated with Salesforce releases and best practices to recommend improvements and new features.
• Implement industry best practices for configuration, customization, and data management.
• Conduct training programs for users to ensure they are utilizing Salesforce effectively.

Qualifications

• B.Sc/ B.Tech/ B.Eng
• Project Management Professional (PMP) or Business Analysis Trainings & Certifications (CBAP)
• Salesforce Certified Admin

Experience

• 2-5 years experience in management of complex operations, ideally within the financial service sector

Behavioural Competencies

• Team Working
• Proactive Problem Identification and Solving

Technical Competencies

• Salesforce Platform Knowledge  
• Business Analysis