Job Description
Job Title
Senior Business Systems Analyst (plus PM, Testing & Training)
Job Type
- Full-time (W2 Contract)
- Est. 6-month project
- 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 (United States)
Benefits
- Medical, vision, and dental insurance
- 401k Plan and 401k Matching
- Life Insurance
- Paid Time Off
- Other employee perks
Work Schedule
- 7 AM to 4 PM PST, flexible lunchtime depending on meetings, with a need for flexibility to accommodate collaboration with teams in different regions.
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 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 Summary
We are seeking a Senior Business Systems Analyst with strong capabilities in project management, testing, and training. This role demands a detailed-oriented and strategic professional who can bridge the gap between technical requirements and business objectives. The role demands an individual with a strong understanding of Salesforce implementation, particularly in wealth management.
As a key player, you will be responsible for analyzing business needs, leading projects, and ensuring the implementation of effective solutions. Your expertise in Salesforce Marketing Cloud and Salesforce Account Engagement will be essential in optimizing marketing strategies and enhancing customer engagement. In this position, you will collaborate with stakeholders, design test plans, and develop training programs to facilitate seamless system integration and user proficiency.
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.
Responsibilities and Duties
- Analyze and document requirements for Salesforce Marketing Cloud and Salesforce Account Engagement implementation in wealth management.
- 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.
- Collaborate with subject matter experts, business functions, and BSA to understand and communicate training objectives, requirements, and project goals.
- Schedule and facilitate various project meetings, create and maintain standard project artifacts, and maintain effective communications between stakeholders.
- Negotiate and manage scope change requests, evaluate risks, provide mitigation strategies, and communicate effectively to leadership.
- Schedule and facilitate kickoff, status, SME requirements, risk reviews, retrospectives, and other meetings, as required.
- Lead testing efforts, including user acceptance testing, and ensure all requirements are met.
- Must be able to perform hands-on testing of Salesforce systems for the users.
- Support, and lead as needed, associated testing and issues troubleshooting triage/fix/retest remediation efforts.
- Design and execute test plans, identify and document bugs, and perform various types of testing.
- Collaborate with Cross-Functional Teams: Work closely with development, product management, and support teams to ensure alignment on feature requirements and delivery timelines.
- Develop and deliver comprehensive training materials and sessions to support new system implementations.
- Provide hands-on training and support to end-users to ensure successful adoption of new systems, tools, and processes.
- Evaluate and analyze training effectiveness through assessments and surveys, providing recommendations for improvements
- Maintain Documentation: Keep test documentation up to date, including requirements, processes, project artifacts, testing and training materials.
Knowledge / Skills / Abilities Required
- Proven experience in business systems analysis and project management.
- Strong testing and training skills.
- Excellent communication and stakeholder management abilities.
- Analytical mindset with problem-solving capabilities.
- Excellent communication, organizational, and multitasking skills.
- Ability to engage and collaborate with cross-functional teams and stakeholders.
- Technical writing and documentation proficiency.
- Proactive multi-tasker with strong organizational skills and attention to detail.
- Team player capable of building relationships across functions.
- Strong sense of urgency and commitment to deliver.
- Roll up sleeves, doer who owns deliverables and outcomes.
- Expertise in Salesforce Marketing Cloud or Salesforce Account Engagement.
Education / Professional Experience
- 10 years of proven experience as a Business Analyst.
- 5 years of experience in the financial or wealth management sectors.
- 5 years of experience in project management.
- 5 years of experience conducting training sessions.
- 5 years of experience conducting user acceptance testing.
- 5 years of experience in Salesforce Marketing Cloud or Salesforce Account Engagement
- Salesforce experience is required
Licenses / Certifications
- Bachelor's degree in Business Administration, IT, or related field.
- Salesforce Marketing Cloud certification preferred.
- CBAP or equivalent business analyst certification is preferred.
- PMP or other relevant project management certification is a plus.
Additional Information
Applicants must be legally authorized to work in the United States. Visa sponsorship is not available.