Salesforce Business Analysts

Our financial services and retirement client, based in Charlotte, NC, is looking for Salesforce Business Analysts that are high-skilled consultants to augment their business analyst needs for a current major Salesforce implementation.  Candidates should have Salesforce migration & implementation experience. Position requires 5-10 years of experience.  The pay range is $75-$100 per hour. This is a two year contract position. Position can be a W2 employee or an independent contractor.

This position can be worked as a hybrid position from Charlotte, NC, Denver, CO or Dallas, TX.  Outside of those 3 locations, it would be fully-remote.

The resources would align to the following subject matters:
•    Wealth Management
•    Retirement servicing – call center & operations
•    Retirement individual sales
•    Retirement plan sponsor sales

The BAs will help guide the business to improve their processes and efficiency in Salesforce. They will elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.

Soft skills a BA should have:
•    Needs analysis
•    Eliciting requirements
•    Business case definition
•    Requirements writing
•    Requirements review
•    Flow and process diagramming
•    Wireframing
•    Business data analytics
•    Problem solving

A BA should also have at least a basic understanding of these Salesforce technical skills:
•    AppExchange
•    Automation
•    Collaboration
•    Data management
•    Reports and dashboards
•    CRM
•    Platform
•    Sales and marketing

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