Salesforce Business Analyst

Axos Bank

Target Range:

$69,000.00/Yr. - $90,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

This position is on-site and located at any our office locations to include: San Diego CA, Irvine, CA, Centennial CO, Las Vegas, NV, or Omaha NE. Remote is not available.

The Salesforce Business Analyst will partner with the various business units within the bank to support the overall enhancement and development of the Salesforce platform.

The Salesforce Business Analyst is a technology-focused role where you will have a deep understanding of all CRM-related technologies to successfully define use cases and develop technical requirements. Some of those areas may include cross functional business units, customer stakeholders, and compliance. This role will collaborate with the business and the bank's technical subject matter experts to identify optimal solutions. To be effective in this role you must be able to synthesize inputs from multiple sources and translate those into clearly articulated and usable technical requirements for the development team.

In this role, you will be expected to be autonomous, build consensus when there are differing opinions, and drive projects forward to meet key milestone dates. You will act as an intermediary between the business areas and technology teams. Successful candidates will be able to quickly identify blockers, requirement gaps, and other constraints, as well as help lead the team to overcome these impediments, which will often require creative thinking.

Responsibilities:

• Eliciting functional requirements for new enhancements through interviews, data analysis, and platform research

• Facilitating meetings with stakeholders to gain deep understanding of existing business processes and desired changes

• Translating business needs into technical requirements in the form of user stories, acceptance criteria, and testing steps

• Maintaining expert knowledge of the enhancement backlog

• Coordinating technology releases

• Guiding work items through the entire Software Development Life Cycle (SDLC)—from defining requirements to overseeing development & QA testing to stakeholder approval to production release

• Performing in-depth analysis of existing processes, workflows, data architecture, automations, and dependencies

• Partnering with technical SMEs to develop and maintain the platform

• Collaborating with other IT teams to develop and maintain integrations

• Communicating frequently with team members and stakeholders to provide accurate delivery timelines and status updates

• Supporting both short-term and long-term initiatives to maximize the impact and effectiveness of Salesforce applications and solutions across multiple lines of business

Qualifications:

• Bachelor's degree

• 2+ years of developing requirements for the Salesforce platform

• Proficiency with development tracking software such as Azure DevOps or Jira

• Experience working in an agile / scrum environment

• Experience with Salesforce release management, including record-based configurations

• Excellent verbal and written communication skills; ability to communicate both strategically and technically

• Ability to interpret business requests and translate them into technical requirements for the development/QA team

Preferred:

• Salesforce Administrator certification or equivalent experience is preferred

• A deep understanding of Banking & Lending is preferred

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance

• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)

• HSA or FSA account and other voluntary benefits

• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan

• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services tha