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Axos Bank

Salesforce Business Analyst

Reposted 13 Days Ago
In-Office
3 Locations
68K-90K Annually
Junior
In-Office
3 Locations
68K-90K Annually
Junior
The Salesforce Business Analyst will enhance the Salesforce platform by defining requirements, collaborating with stakeholders, and overseeing the software development lifecycle.
The summary above was generated by AI
Axos Bank

Target Range:

$68,000.00 /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

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.
This position is on-site and located at our office in San Diego CA, Centennial CO, or Omaha NE.

Responsibilities:

  • Eliciting functional requirements for new enhancements through interviews, data analysis, and platform research
  • Facilitating meetings with stakeholders to gain deep understanding of existingbusiness 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:

  • 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
  • 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 that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Top Skills

Azure Devops
JIRA
Salesforce

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