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Business Analyst Salesforce - Remote

Company Description

Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.

Recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward.  In fact, we are now a top 2 reverse mortgage lender.

Why work with us?

At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee.  We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential.  Ready to be a changemaker and be a part of a team to help propel Longbridge to number one?

 

 

 

Job Description

The Business Analyst (BA) for the Salesforce team is accountable for ensuring that the completed scope of work performed by the Salesforce technical team fully meets the purposes for which it was initially requested. This includes meeting with the requestors of enhancements and break-fixes to understand related strategic objectives, and impacts to user, documenting business requirements including use cases, working with the technical team to develop the solution requirements, developing test scripts, leading business testing of the solution and obtaining written sign off the solution in accordance with Longbridge’s Change Management and Project Management governance policies and procedures.

 

  • Schedule meetings with business stakeholders to elicit business requirements and document current state and future state business process models.
  • Control the requirements management process by creating common understanding of requirements, communicating critical dates for delivering requirements, understanding critical needs vs. nice to haves and maintaining documentation according to the standard agreed process.
  • Collaborate with the technical team to define the sources of data, type of ingestion, relationships, tables, variables, and transformations that may be needed.
  • Assist in the integration of technical and application components to meet business requirements.
  • Collaborate with the technical team and other SME’s to proactively troubleshoot data quality issues by identifying the root cause of data discrepancies and determining and implementing recommendations for resolution.
  • Work with business counterparts on operational readiness activities to ensure that necessary training and procedure updates have occurred prior to implementation of enhancements and repairs.
  • Develop Quality Assurance (QA) and User Acceptance Plan (UAT) and testing in coordination with project and business leads.
  • Schedule and lead business testing efforts, documenting defects and submitting for rework and obtaining written business sign off to deploy to production.

Qualifications

  • Bachelor's Degree, in Computer Science or Information Systems or equivalent experience.
  • 4+ years of business analyst experience (i.e., business requirements).
  • Requires a Salesforce BA certification 
  • 2+ years experience with Salesforce
  • Capable of self-managing workload with little to no supervision.
  • Provide leadership and project management in a cross-team environment
  • Project Management Professional (PMP) is preferred but not required
  • Be comfortable juggling multiple projects and constantly shifting timelines in a fast-paced complex environment.
  • Detail-oriented. Able to understand complex information and extract up or down as may be required to communicate to a technical associate or executive with appropriate level of granularity.
  • Effective problem solving through understanding of complex issues and ability to develop creative workarounds.
  • Clear and understandable speaking and writing capabilities.
  • Experience navigating Microsoft SharePoint and Teams document repositories.
  • Advanced proficiency in Excel, PowerPoint, Word, and Visio required.
  • Familiarity with Mortgage software, tools and processes preferred.

 

Additional Information

  • Full benefits
  • 401(k) with company match
  • Paid time off
  • Working in a growing and dynamic industry
  • LBF is an EEO/AA/Vet/Disabled Employe
  • Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial.

 

Longbridge Financial Glassdoor Company Review
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Longbridge Financial DE&I Review
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CEO of Longbridge Financial
Longbridge Financial CEO photo
Christopher Mayer
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Average salary estimate

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What You Should Know About Business Analyst Salesforce - Remote, Longbridge Financial

Join Longbridge Financial as a Business Analyst specialized in Salesforce and help empower senior homeowners to reshape their financial futures. In this remote role, you'll play a pivotal part in ensuring our Salesforce technical team delivers solutions that align perfectly with our business objectives. As a Business Analyst, your main responsibility is to communicate and develop requirements based on strategic goals, so having strong analytical skills is essential. You'll lead discussions with business stakeholders to gather insights, document current and future business processes, and manage the requirements to keep everything organized and efficient. Collaboration is key in this role as you'll work closely with technical teams to troubleshoot data issues and ensure robust integrations. To thrive in this fast-paced environment, you'll need to manage multiple projects and timelines while maintaining thorough documentation according to our governance policies. By focusing on quality assurance and user acceptance testing, you'll ensure that each solution meets operational readiness before being deployed. At Longbridge, we not only value innovation but also provide competitive compensation and benefits to support your professional growth. If you're ready to be part of a team that's focused on making a difference in the lives of others, we encourage you to apply for this rewarding opportunity.

Frequently Asked Questions (FAQs) for Business Analyst Salesforce - Remote Role at Longbridge Financial
What does a Business Analyst at Longbridge Financial do?

A Business Analyst at Longbridge Financial plays a crucial role in bridging the gap between technical teams and business stakeholders, ensuring that Salesforce solutions meet the defined business objectives and user needs. They document requirements, facilitate communication among teams, and lead testing efforts to validate that the solutions are ready for deployment.

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What qualifications are needed for the Business Analyst position at Longbridge Financial?

To succeed as a Business Analyst at Longbridge Financial, candidates need a Bachelor's Degree in Computer Science or Information Systems, a Salesforce BA certification, and at least 4 years of business analyst experience with a strong proficiency in collaboration, project management, and problem-solving skills.

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Is this Business Analyst position at Longbridge Financial remote?

Yes, the Business Analyst position focused on Salesforce at Longbridge Financial is a fully remote role, providing the flexibility to work from anywhere while collaborating with a dynamic team dedicated to improving the financial futures of senior homeowners.

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What does the onboarding process look like for a Business Analyst at Longbridge Financial?

Upon joining Longbridge Financial as a Business Analyst in the Salesforce team, new hires will undergo a thorough onboarding process that includes training sessions on company policies, familiarization with current projects, and immersion into the Salesforce platform, ensuring that they are well-prepared to succeed in their new role.

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What kind of benefits does Longbridge Financial offer its Business Analysts?

Longbridge Financial provides a comprehensive benefits package for its employees, including competitive salaries, a 401(k) plan with company match, generous paid time off, and ongoing professional development opportunities to support long-term career growth in the financial services industry.

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How does Longbridge Financial ensure effective communication within the Business Analyst team?

At Longbridge Financial, effective communication is prioritized through regular team meetings, collaborative tools like Microsoft Teams and SharePoint, and an open-door policy that encourages Business Analysts to share ideas, address concerns, and work together on challenging projects.

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What is the growth potential for a Business Analyst at Longbridge Financial?

There is significant growth potential for a Business Analyst at Longbridge Financial, as the company values career development and offers numerous opportunities for advancement, skill-building, and exploring new roles for those eager to take their career to the next level.

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Common Interview Questions for Business Analyst Salesforce - Remote
Can you describe your experience with Salesforce as a Business Analyst?

When answering this question, focus on specific projects you've worked on involving Salesforce, detailing how you gathered requirements, collaborated with technical teams, and ensured that the solutions implemented met business goals. Highlight your Salesforce certification and any specialized knowledge you possess about the platform.

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How do you handle conflicting requirements among stakeholders?

A great way to answer this is to explain your approach to managing conflicts, such as scheduling meetings to clarify needs, using requirement prioritization techniques, and ensuring open communication to find common ground between stakeholders for mutual understanding.

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What tools do you use for requirements gathering and documentation?

Discuss your familiarity with various tools like Excel, Visio, or project management applications that assist in requirement documentation. Emphasize any experience you have with collaborating in Microsoft Teams or SharePoint for maintaining visibility on project updates and documentation.

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How do you ensure quality in your testing efforts?

Explain your detailed approach to testing, including creating comprehensive test plans, developing user acceptance test scripts, engaging business stakeholders in testing, and rigorously documenting defects while working closely with the technical team on quality assurance.

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Can you provide an example of a complex project you've managed?

When responding, share a specific project that highlights your project management skills. Describe your role, the challenges faced, how you coordinated with different teams, and the successful outcomes achieved through organized planning and effective communication.

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How do you handle tight deadlines and multiple projects?

Demonstrate your time management strategies, such as prioritizing tasks based on urgency, using planning tools to track progress, and being flexible to adjust timelines when necessary. Provide an example that illustrates your success in juggling multiple responsibilities effectively.

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What is your approach to troubleshooting data discrepancies?

Outline your systematic approach to identifying the root causes of data discrepancies, including the use of key metrics and querying strategies, collaborating with technical teams for investigations, and your proactive recommendations for underlining issues.

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What process do you follow for eliciting requirements from stakeholders?

Discuss your methods for eliciting requirements, such as conducting structured interviews, facilitating workshops, and using collaborative tools to visualize current business processes and future needs, ensuring stakeholders actively engage in the process and provide valuable insights.

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How do you stay current with the latest advancements in Salesforce?

Share how you proactively learn about Salesforce advancements through online courses, webinars, community forums, and networking within professional circles, emphasizing the importance of keeping your skills and knowledge current in the fast-evolving tech landscape.

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Why do you want to work as a Business Analyst at Longbridge Financial?

Reflect on your interest in the company's mission to support senior homeowners, your alignment with their values around transparency and fairness, and your excitement about the potential to contribute to innovative solutions that positively impact people's lives.

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As a respected thought leader dedicated to revolutionizing the reverse mortgage industry, we are committed to helping every homeowner understand how using home equity in a responsible manner can enhance retirement. At Longbridge Financial, we are ...

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Full-time, remote
DATE POSTED
November 28, 2024

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