Salesforce Business Associate Analyst

$71,864 - $114,795/Yr

Royal Bank of Canada - Los Angeles, CA

Full-time - Entry Level

Los Angeles, CA

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The Salesforce Business Associate Analyst at City National Bank plays a crucial role in ensuring the effective deployment, support, and adoption of the Salesforce CRM platform. This position involves collaborating with business users to gather and define requirements, translating them into actionable user stories and workflows, and providing ongoing support and training to optimize the platform's use across the bank.

Responsibilities

• Support CNB's Salesforce users by troubleshooting inquiries, logging & tracking issues, and assisting in triaging situations.
• Support the existing Salesforce COE Agile process of prioritization of user stories across multiple business processes and stakeholders.
• Understand cross-functional impacts of business requirements to configuration, process, workflow, and reporting, and incorporate into user support interactions.
• Perform and/or coordinate UAT testing; work with SFDC COE business and technical teams on defect remediation.
• Serve as a point of contact from the SFDC COE team for day-to-day support of the Salesforce platform users: answer questions; help with access and usage requests and needs; identify issues and work with the appropriate parties on remediation.
• Help design and execute a broader support model, inclusive of self-service materials/capabilities, in coordination with the SFDC COE roadmap.
• Help maintain and improve knowledge base & training material accessible by support team and business users to minimize cases and avoid repeat issue escalation.
• Help to create and maintain custom reports and dashboards for various teams.
• All other appropriate duties as required.

Requirements

• Bachelor's Degree or equivalent.
• Minimum of 1 - 2 years Microsoft Office experience.
• Minimum of 1 - 2 years of business/data analytics experience (school experience accepted).

Benefits

• Eligible for bonus and/or commissions.