Senior Salesforce BSA
Apply NowCompany: Cetera Financial Group
Location: Dallas, TX 75217
Description:
Job Description
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
As a Technical Salesforce Business Analyst, you will work closely with our Service, Operations and Sales business owners and cross functionally across Cetera along with our Salesforce Engineers, Architects, QA team design and deliver solutions for our Service and Operations organization within Cetera.
This role combines business analysis skills with Salesforce expertise, focusing on understanding business needs and translating them into Salesforce solutions. You will analyze processes, gather requirements, design solutions, and ensure they align with business goals and technical capabilities.
This position will have the flexibility to work a hybrid work scheduled from one our offices: Dallas TX, San Diego, CA, El Segundo, CA Shamburg IL, , Dubuque, IA and ST. Cloud, MN.
What you will do:
Technical Business Analysis:
Salesforce Expertise:
What you will need to have:
Requirements Skills & Experience:
Compensation:
The salary range for this role is $120,000 - $150,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
LLI#LI-Hybrid-
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
As a Technical Salesforce Business Analyst, you will work closely with our Service, Operations and Sales business owners and cross functionally across Cetera along with our Salesforce Engineers, Architects, QA team design and deliver solutions for our Service and Operations organization within Cetera.
This role combines business analysis skills with Salesforce expertise, focusing on understanding business needs and translating them into Salesforce solutions. You will analyze processes, gather requirements, design solutions, and ensure they align with business goals and technical capabilities.
This position will have the flexibility to work a hybrid work scheduled from one our offices: Dallas TX, San Diego, CA, El Segundo, CA Shamburg IL, , Dubuque, IA and ST. Cloud, MN.
What you will do:
Technical Business Analysis:
- Requirements Gathering: Facilitate sessions to understand business needs, document requirements, and identify gaps.
- Process Analysis: Analyze existing business processes to identify areas for improvement and automation.
- Solution Design: Design and propose Salesforce solutions to meet business needs, considering both functional and technical aspects.
- User Story Development: Develop clear and concise user stories and acceptance criteria. Create mockups, workflow/system flows diagrams, data mapping, use cases, etc.
- Data Analysis: Analyze data to identify trends, patterns, and insights to inform decision-making.
- Data Management: Ensure data quality, consistency, and integrity within Salesforce.
- Product Strategy: Define and execute the product roadmap for Salesforce solutions.
- Prioritization: Prioritize features and functionalities based on business needs and customer feedback.
- Market Research: Conduct market research to identify opportunities and trends.
- Stakeholder Management: Manage expectations of different stakeholders, including customers and internal
- Product Backlog: Manage the product backlog and prioritize user stories.
- Collaboration: Collaborate with development teams and stakeholders to ensure product alignment.
- Product Vision: Articulate the product vision and ensure it aligns with business goals.
- Stakeholder Management: Work closely with business stakeholders to understand their needs and ensure alignment.
- Project Management: Contribute to project planning, execution, and delivery.
- Teamwork: Collaborate with other team members, including developers and administrators.
Salesforce Expertise:
- Functional Knowledge: Possess a strong understanding of Salesforce Service, Experience and Sales functionalities and features within the Fintech domain.
- Technical Skills: Familiarity with Salesforce concepts like Apex, Visualforce, and APIs.
- Integration: Understand and contribute to Salesforce integrations with other systems.
- Reporting and Dashboards: Create reports and dashboards to provide insights into business performance.
- Training and Support: Provide end-user training and support on Salesforce functionality and processes.
What you will need to have:
Requirements Skills & Experience:
- 7+ years of hands-on Salesforce technical BA experience.
- Experience Cloud, Service Cloud, including Omni Chanel including case management and workflows.
- Familiarity with Document Management, workflow and BPMs.
- Strong problem-solving skills and ability to drive technical strategy within a team.
- Strong communications skills and can lead discussions with business stakeholders and cross functional Engineering team members
Compensation:
The salary range for this role is $120,000 - $150,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
LLI#LI-Hybrid-
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.