Truist Financial - Atlanta, GA
posted 2 days ago
About the position
B2B Salesforce provides client relationship management and sales enablement capabilities for business-focused lines of business including: Commercial Community Bank, Corporate & Investment Banking, Commercial Real Estate, Grandbridge, Wholesale Payments, Indirect Lending, Operations, and Financial Wellness. The B2B Salesforce Product Analyst role will support initiatives that impact the broader B2B Salesforce platform including end-user support, change management, and measuring effectiveness. The product analyst role is responsible for supporting our end-user support teams, creating platform release notes, developing and managing our Salesforce Knowledge job aids, assisting with reports/dashboards, tracking platform adoption metrics, and developing business cases for major features to track ROI for the team. In addition, this role provides support to the individual product owners on the team, assisting with organizing and documenting outcomes from requirement gathering workshops. The product analyst will also support other team needs as required.
Responsibilities
- Define future product requirements by researching existing client needs, subject matter expert knowledge, competitive products, industry trends, and industry standards.
- Create product documentation for new product features and enhancements.
- Support business validations for the product release; Maintain current product support documentation.
- Develop system testing plans and conduct testing with system enhancements, user application, and quality assurance testing.
- Support Truist's Digital Transformation initiatives/projects and activities that determine and prioritize strategic digital investments.
- Monitor digital trends across one or more digital properties for progress against KPIs, performance SLAs, and extract insights for future enhancements.
- Monitor and track product findings and work with product and support teams for issue remediation.
- Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps.
Requirements
- Bachelors' degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience.
- One or more years of banking, financial services, digital, or other relevant work experience.
- Strategic thinker, maintain the ability to quickly assess complex problems, prioritize key issues, and focus on relevant technology and business facts.
- Comfortable managing concurrent projects in a fast-based, results-driven environment.
- Comfortable with ambiguity, leading work autonomously, and making independent decisions.
- Well-developed verbal and written communication skills.
- Well-developed analytical, decision-making and problem-solving skills.
- Solid understanding of trends in technology and in the financial services industry.
- Ability to learn and translate technically complex concepts into business friendly terminology.
- Considerable tact, diplomacy and people skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
