Business Analyst & Trainer (Salesforce)

Job Type

• Contract Full-time
• Applicants must be legally authorized to work in the United States. Visa sponsorship is not available.

Compensation

• Hourly rate: $55.00 - $65.00

Work Location

• Remote

Benefits

• Medical, vision, and dental insurance
• 401k Plan and 401k Matching
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• Disability Insurance
• Paid Time Off
• Employee Assistance Program
• Employee Discounts

Work Schedule

• 7 AM to 4 PM PST

Travel

• Approximately 10% travel to the client's headquarters in Torrance, CA.

Company Description

Evinex is a staffing firm based in Newport Beach, California, focused on connecting the right people with the right businesses. We are seeking a Senior Business Analyst and Trainer for a contract position with one of our prestigious clients in the financial and wealth management sector. The client is a financial planning-focused wealth advisory firm with approximately $20 Billion in Assets Under Management and 350 employees.

Job Description

Evinex is looking for an experienced Business Analyst with expertise in Salesforce Financial Services Cloud (FSC) and Salesforce Marketing Services Cloud (SMC) / Pardot for a pivotal role in a financial and wealth management project. The role demands an individual with a strong understanding of Salesforce implementation, particularly in wealth management, and the ability to use Salesforce Marketing Services Cloud / Pardot for effective marketing strategy development. Additionally, the candidate should be proficient in Compliance Shield to ensure regulatory compliance within the project’s scope.

The Business Solutions Analyst (BSA) & Trainer will work closely with business stakeholders, business SMEs, and technology SMEs to develop comprehensive and accurate business requirements work products for the approved scope of requirements for projects. Simultaneously, they will both lead training and communication for the project, collaborating with various teams to identify requirements for the program adoption. They design and deliver training sessions. The BSA translates business needs into comprehensive, accurate business requirements that fully define the scope of assigned projects and ensures the integrity of their implementation by supporting development teams, quality testing and training. The BSA will lead current state technical process documentation, future state technical process definition, technical requirements gathering, analysis, solution design, and provide input to development teams and testing teams. FSC, Pardot, Compliance Shield, or Salesforce and training experience is required. Project management experience is a plus.

Why Join

This position provides a unique opportunity to engage in a pivotal role within a leading financial and wealth management company. The role offers the chance to work with advanced technologies in Salesforce implementation and marketing services, contributing significantly to the project's success. As a part of Evinex, you will join a team that values innovation, technical proficiency, and strategic implementation, with a strong focus on professional growth and skill enhancement in the field of financial services and technology.

The client also fosters an inclusive environment that offers opportunities to learn, grow and enhance your skills to take on new challenges and progress in your professional career.

Responsibilities and Duties

• Analyze and document requirements for Salesforce Financial Services Cloud and Marketing Services Cloud / Pardot implementation in wealth management.
• Create training outlines, content, and materials aligned with audience needs and measurable outcomes. Utilize Salesforce Financial Services Cloud and Marketing Services Cloud / Pardot within the wealth management sector, ensuring compliance with industry standards and regulations through Compliance Shield.
• Create training materials that meet design requirements for reuse and translation into on-demand formats.
• Quickly research and learn critical concepts of new tools, processes, applications, and platforms. Synthesize technical information for non-technical audiences.
• Work closely with cross-functional project teams as well as business stakeholders, business and technology SMEs to develop comprehensive and accurate business requirements work products, including estimation of BSA efforts, for the approved scope of requirements for projects
• Schedule, lead and conduct requirements gathering and documentation working sessions with stakeholders and SMEs
• Accurately understand and analyze stakeholder and SME requirements, then produce high quality business requirements work products, including process workflows, business requirements documents, user stories, use cases, etc.
• Ensure requirements are discrete and testable enabling a closed-loop QA process where each test case can trace back to each requirement.
• Accurately communicate requirements to cross-functional project teams, including engineering development, testing, training, and communication teams, as well as other business and IT stakeholders.
• Address questions and requests for clarification or additional information from the cross-functional project teams, other business or IT stakeholders, and work with business and technology SMEs to document and communicate the information requested.
• Create and utilize surveys, lead retrospectives, and track training utilization to evaluate and improve training effectiveness.
• Provide data and updates to leadership on training outcomes. Organize and facilitate training events, including sending invitations and leading sessions.
• Collaborate with Cross-Functional Teams: Work closely with development, product management, and support teams to ensure alignment on feature requirements and delivery timelines.

Knowledge / Skills / Abilities Required

• Salesforce Financial Services Cloud Expertise
• Knowledge of Salesforce Marketing Cloud and Pardot
• Compliance Shield Knowledge
• Advanced Business Analysis Skills
• Training and User Adoption Expertise

Other skills:

• Strong analytical and problem-solving abilities.
• Advanced communication management skills for effective collaboration and stakeholder engagement.
• Technical writing and documentation proficiency.
• Change management and adaptability.
• Ability to remain organized, pay strict attention to detail, and meet critical deadlines within a high volume, fast-paced environment.
• Ability to adapt to changing priorities and changes to business processes.
• Ability to operate independently and set priorities amongst multiple task assignments.
• Excellent interpersonal, collaboration, documentation, and verbal communication skills, with the ability to interface effectively and communicate complex ideas clearly and effectively to individuals at various levels, both internal and external
• Experience with project and requirements management ticket-based work request or issue tracking software such as Azure DevOps or Jira
• Microsoft Office suite, including Outlook, Word, PowerPoint, Excel, Visio.

Education / Professional Experience

• 15 years of proven experience as a Business Analyst.
• 10 years of experience in the financial and wealth management sectors.
• 5 years of experience in Salesforce Financial Services Cloud
• 5 years of experience in Salesforce Marketing Services Cloud (SMC) and Pardot
• 3 years of experience in Compliance Shield
• 5 years of experience in conducting training sessions.
• Skilled in creating and maintaining technical documentation and SOPs.
• Project Management experience is a plus.

Licenses / Certifications

• Bachelor's degree in Business Administration, IT, or related field.
• Certified in Salesforce or Financial Services Cloud and Marketing Services Cloud / Pardot with hands-on experience in wealth management implementation. Will accept 10 + years of Salesforce experience in lieu of certification.

Additional Information

Applicants must be legally authorized to work in the United States. Visa sponsorship is not available.