Platform Analyst
Platform Analyst
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Job Description
Overview
The Platform Analyst exercises independent judgment and discretion in managing platform deliverables and contributing to the strategic vision of the banks Salesforce Platform. Leveraging previous experience in administration they actively participate in implementation and upgrades covering design development QA data conversion/migration installation integration and documentation. They collaborate with End Users Developers Project Managers and Business Owners as well as internal and external technical resources functional Business Analysts and Project Managers to design and implement systems aligned with the banks Salesforce Platform objectives. Additionally the role involves partnering with the Salesforce Product Owner to define prioritize and execute the roadmap for the nCino Commercial Loan Origination system.
Principal Duties & Responsibilities:
Oversee and orchestrate the design of business and Bank Operations improvements directly impacting operational processes procedures and policies.
Collaborate with the Salesforce Product Owner and key business areas to ensure integration of business requirements and client needs into nCino/Salesforce.
Work with key business stakeholders to ensure successful product rollouts and releases; help develop maintain and prioritize Salesforce product backlog.
Stay updated on emerging technology trends for nCino and Salesforce.
Monitor and enhance thirdparty integration points to nCino and Salesforce.
Ensure successful delivery of complex technical projects.
Collaborate with partners to understand and resolve business problems escalating as necessary to meet timelines; clarify and define business needs requirements and use cases.
Communicate effective utilization and implementation of the nCino Commercial Loan System to meet business requirements leveraging standard and custom functionalities.
Administer Salesforce environment customize and implement profiles roles security settings sharing rules applications custom objects custom fields page layouts workflow validation rules dashboards and reports.
Configure dashboards analyze data and make actionable decisions to impact and improve business operations.
Administer and conduct design sessions to configure and enhance the endtoend credit platform aligned with the Banks objectives across the Credit Value Chain / Lifecycle.
Develop and apply knowledge of system dependencies and business processes.
Act as escalation point and subject matter expert (SME) for Salesforce platform and associated integrations (e.g. nCino Marketing Cloud Einstein Cisco Outlook); collaborate with the business to resolve issues.
Support change management (release) process by developing and implementing new applications and updating existing applications.
Develop logical strategies and targeted solutions for ambiguous business problems.
Design and analyze to inform and drive decisions.
Execute largescale customer data improvement projects.
Manage thirdparty applications integrating into SFDC.
Proactively make recommendations to support business objectives.
Provide analysis on current business processes changes suggest improvements and participate in the solution design and implementation of new functionality.
Implement new features within applications to improve business operations.
Manage backlog prioritization for IT and developers goals.
Create and maintain training materials; conduct training sessions as needed for the Salesforce Platform.
Create and maintain reports and dashboards.
Create and execute testing plans procedures and system testing.
Utilize data loader and other tools to make changes to data.
Work with team members and business users to resolve ticket requests and provide user support.
Log troubleshoot and track system problems through resolution.
Manage Salesforce Campaigns and optimize results in collaboration with the business.
Implement and troubleshoot thirdparty integrations with partner applications.
Collaborate with development teams to add new features beneficial to business operations.
Build relationships and collaborate closely with project and business partners at all levels across the bank including Technology Operations and Risk to ensure successful project delivery.
Proactively identify and remediate risks issues and dependencies; escalate as necessary.
Work with leadership and departmental stakeholders to explore technologies software tools and approaches to improve operational efficiencies enhance customer experience and increase profitability.
Contribute to development work to ensure alignment with the original scope of work.
Enhance documentation including user interface guides training materials and functionalspecific documents.
Validate test cases and results against requirements.
Assess the scope impact outcomes and results of projects new functionality and processes.
Stay updated on technology advances and Salesforce features to maintain a future state roadmap addressing business advancement needs.
Evaluate information from multiple sources reconcile conflicts and translate highlevel complex or technical information into userfriendly details and requirements.
Qualifications
- 24 years of Business Analysis experience Financial Services experience preferred.
- 24 years of experience in Information Services or related field.
- Experience working with multiple software applications and architectures experience with Salesforce and nCino and banking recordkeeping platforms required.
- Experience working with Salesforce implementations is a required.
- Experience in Commercial Lending is required (preferably the loan origination process).
- Experience with the nCino loan origination system is a plus.
- Experience with Salesforce Financial Services Cloud nCino DocuSign Conga Marketing Cloud and Einstein.
- Experience working in a shared service environment where business area colleagues are your clients.
- Very strong adherence to enterprise development guidelines inclusive of agile and scrum methodologies
- Familiarity with the following financial services applications is a plus: Fiserv Premier Fiserv WebDirector MuleSoft and EllieMae Encompass are also a evaluating selecting implementing integrating and supporting software solutions.
- Working knowledge of 3rd party integrations and AppExchange packages.
- Proficient with Data Loader IDE and/or other relevant administration tools.
- Experienced in working consultatively and collaboratively as a thought partner.
- Ability to communicate complex concepts in clear and simple way that anyone can understand.
- General knowledge of Web applications and Internet architecture.
- Familiarity with the following financial services applications is a plus:
- Fiserv Signature
- Mulesoft
Certifications:
- Salesforce certifications are a plus.
Education
- Bachelors Degree Computer Science Business or related field.
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 601.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department ator by email at.
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Required Experience:
IC
Employment Type
Unclear
