Remote - Sr. Salesforce Leader - Full Time

Remote role

Overview:

This position will:

Work alongside project team members to ensure requirements, user stories and testing meet client and team expectations.

Help support and lead client discovery, client demos and other client and team interactions. Your main tasks will include performing detailed requirements analysis, documenting processes, writing user stories and test criteria, and supporting test and training execution.

Work closely with all team members, acting as a coach and mentor to more junior resources.

The ideal candidate should possess BA experience as well as a passion for problem-solving, details and analysis to help teams and clients succeed.

Responsibilities:

Coordinate, lead, & facilitate client discovery, workshops & refinement sessions to generate & clarify requirements

Complete Train the Trainer & Functional Knowledge Transfer activities

Participate in project teams to support the execution of all project implementation phases including project planning, requirements gathering, solution design, development, system and user testing, deployment, training and post go live support

Effectively translate customer requirements, both functional and technical, into well-organized, documented user stories for team development, including acceptance criteria and design considerations

Demonstrated experience in using Jira for project management, task tracking, and collaboration within an agile or software development environment

Effectively translate and communicate customer user stories to other project team participants in order to support team implementation activities

Facilitate meetings with senior team members, both internally and client facing to ensure detailed requirements and best practices are fully discussed, understood and documented

Create business process flows, use cases, user stories and acceptance criteria

Support, prep and lead sprint demos to showcase build activities to the client and facilitate feedback discussions

Builds, organizes, grooms and maintains the project backlog, ensuring the backlog is prioritized and aligned to project and team objectives

Work closely with senior team members to ensure deliverables meet requirements; create and maintain documentation as required

Support team with testing execution against user stories and test plans against all phases of an engagement, including test scenario execution, testing results documentation and defect tracking and resolution

Create project documentation as required

Manage UAT processes with client & team members

Ability to perform & troubleshoot configuration in permissions, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards & reports, user permissions & other Salesforce components as related to configuration

Understand & troubleshoot Salesforce flows

Engage in issue resolution by supporting team members to resolve complex defects or build needs to meet requirements

Work with a team to solve highly complex system and business process problems

Mentor and coach team members to ensure outcomes are met

Produce on-time, quality project deliverables

Contribute to a collaborative team environment through internal knowledge sharing and skill development

Ability to engage in multi-cloud, multi-phase, complex engagements for commercial and enterprise level strategic clients

Support training efforts and document for project deployment

REQUIREMENTS:

2+ Salesforce partner certifications (i.e. sales, service, etc)

3+ years experience in a relationship based, customer facing role

2+ years as a business analyst/consultant

Proven success in contributing to and influencing others in a team-oriented environment

Strong, client-facing communication skills, both verbal and written

Aptitude for prioritization and multitasking in a deadline driven environment

Experience with Agile project methodology including basics of backlog management, user story definition and components, acceptance criteria and sprint planning

Understanding of all phases of the application development life cycle and understand the SDLC

Understanding of cloud technologies and experience in projects on Salesforce platform, including but not limited to: Sales Cloud, Service Cloud, FSC, Experience Cloud, testing and testing methodologies, data models and data migration processes and technologies

Familiarity with cloud based, enterprise level packaged applications

Qualities of the Ideal Candidate:

Thrives in a team-based, high energy and fast-paced environment.

Service-oriented and innately driven to produce outstanding customer satisfaction and results.

nCino experience is a huge plus!

Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.

Enjoys discovering, learning about and implementing new technologies

Analytical and prone to logically and methodically work through problems

Possess a sense of urgency with strong organizational and follow-up skills.

Ability to develop relationships with new people in a professional environment

A team player with a positive demeanor with good interpersonal skills with respect to internal and external interactions and relationships.

The ability to work productively as a remote team member and willingness to travel as needed up to approximately 30% of the time.

A desire to proactively contribute to, and enhance, team outputs

The full compensation package is based on candidate's experience and certifications.