Business Operations Analyst (Salesforce)

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Business Ops Analyst role provides Salesforce support to a large Sales Team within the Payments organization. The CRM Coordinator helps ensure the integrity and accuracy of Salesforce records, partners with sales leaders to optimize CRM usage, and drives continuous improvement in CRM processes. The ideal candidate will bring strong analytical skills, attention to detail, and a collaborative mindset

Key Responsibilities

• Help the sales team maintain Salesforce records with a focus on data integrity and accuracy across the sales organization.

• Provide Salesforce training for new hires, helping to ensure consistent CRM adoption and usage.

• Collaborate with the Central Salesforce team to implement improvements and monitor case progress.

• Track and manage Salesforce licenses for the division, ensuring appropriate role assignments for new hires.

• Monitor exception reports and proactively resolve anomalies in CRM data.

• Develop and maintain internal documentation, procedures, and training materials tied to the CRM.

• Manage and update the division’s Salesforce SharePoint site.

• Liaise with Sales, Product, and the Reporting teams to resolve data discrepancies and support strategic initiatives.

Qualifications

• Proficiency in Salesforce CRM.

• An understanding of Treasury Management products and processes is not required but a plus.

• Excellent communication and documentation skills.

• Strong organizational skills with the ability to manage multiple priorities.

• Experience delivering Salesforce training to both small and large groups.

Basic Qualifications

• Bachelor’s degree, or equivalent work experience

• Typically, four or more years of related experience

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside of the location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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