Platform Operations Analyst
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members were changing the way people think about and interact with personal finance.
Were a next-generation financial services company and national bank using innovative mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation and were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples lives with our core values guiding us every step of the way. Join us to invest in yourself your career and the financial world.
The role:
As a Platform Operations Analyst you will act as a key bridge between business stakeholders and technical teams. You are responsible for defining developing and implementing processes and toolsspecifically within Salesforce that simplify associate workflows and improve the experience for our stakeholders.
What You Will Be Doing
Business Analysis & Solutioning:Partner with internal stakeholders to understand operational needs document current-state workflows and develop end-to-end future-state designs.
Salesforce Administration & Development:Perform day-to-day Salesforce administration including user managementpermission sets and data integrity and develop Salesforce solutions using Flow Builder and other declarative tools to automate business processes. Maintain and update custom objects fields and page layouts to supportevolving business requirements.
Implementation Support:Partner to build and deploy tools ensuring technicalsolutions meet the defined business needs.
Testing & Demos:Organize and coordinate comprehensive end-to-end test casesfor User Acceptance Testing (UAT) and conduct user demos.
Change Management:Support the implementation and go-live of new features by helping establish training documentation and communication plans.
Continuous Improvement:Solicit user feedback to iterate on existing tools anddefine standard metrics to measure the outcome of implementations.
What Youll Need
Education:Bachelors Degree in a business or technical field.
Experience:5 years of experience as a Salesforce Administrator/Business
Analyst
Technical Proficiency:Salesforce proven experience with Salesforce administration and declarativedevelopment (Flows Process Builder etc.). Salesforce Certification (Admin orApp Builder) is strongly preferred.
Communication:Strong verbal and written communication skills with the ability todistill complex concepts for different audiences.
Problem Solving:Ability to structure ambiguous problems and independentlydetermine methods to execute solutions with limited assistance.
Ability:to handle multiple tasks simultaneously while remaining self-directedand comfortable with shifting priorities.
Collaboration:Nurture positive working relationships within established networks and work effectively in a team-based environment.
Financial or payment industry experience.
Experience working in an Agile environment.
Lean Six Sigma experience or familiarity with process improvement methodologies.
Excellent proficiency in Google Suite and MS Office.
Required Experience:
IC
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
