Demo

Salesforce Business Analyst

Platinum River Innovations, LLC
Hudson, WI Full Time
POSTED ON 3/11/2025
AVAILABLE BEFORE 4/25/2025

Platinum River INNOVATIONS Overview:

At Platinum River INNOVATIONS, we believe that PEOPLE are our key differentiator. As our strongest asset, our team is what makes us special and allows us to build long term value with our clients. We are a rapidly growing Salesforce consulting partner, focusing on achieving client outcomes through bringing INNOVATIONS to our clients in all 3 engagement modes: strategy, implementation, and managed services.

Our EXPERIENCED team sets us apart by continually solving complex challenges, creating value for our clients, employees, and partners that they cannot find anywhere else. Through business acumen, industry knowledge, and deep technical expertise, Platinum River INNOVATIONS is a trusted Salesforce partner committed to remarkable client experiences and outcomes.

As a new, up-and-coming Salesforce partner, our leadership team drives outcomes by utilizing 25 years of experience in the insurance industry, and applying it to our company vision: Add Stakeholder (Employee, Client, and Partner) Value. We have a solid foundation, and are rapidly expanding. We need talented professionals who are eager to build their careers and grow with us. Apply today!

Position Summary:

We are looking for tech-savvy professionals who know Salesforce inside and out. The Business Analyst (BA) is a leader at Platinum River INNOVATIONS and is paramount to client success. On behalf of the client, the BA is the integral in understanding & translating client needs into solution configuration and will be viewed as both an industry and solution professional.

On a day-to-day basis, the BA is responsible for requirements elicitation, solution configuration, as well as training. Requirement elicitation translates client needs articulated during Discovery sessions into a user story map. The BA needs to have strong Business Consulting Capabilities, Salesforce Configuration Experience and the ability to Learn additional technologies and sub-industry domain topics. Furthermore, the BA may mentor and grow other team members’ capabilities in the functional domain.

Responsibilities:

  • Work with key business stakeholders to understand process and business rules articulate business architecture as-is, transitional states, and to-be states through diagrams, documentation, and leadership in meetings and consultations.
  • Perform requirements gathering and analysis, yielding a User Story Backlog decomposed by Sprints, driving simplicity and clarity for both the client and the project team.
  • Develop requirement documentation, business process flow diagrams, implementation plans, and identification of change management/adoption needs.
  • Establish success metrics and measurement approach to accurately articulate the impact of releases to the client.
  • Predisposition toward a consultative client-first approach, providing the client with key design options, pros/cons and allowing the client product owner to make an informed decision.
  • Predisposition toward Native Platform capabilities first, AppExchange Solutions second, and customization (code) only if required to meet the desired business outcome.
  • Oversee and/or Develop training curriculum and deliver training sessions to client’s trainers, end users, and/or Platform Administrators.
  • Work with the Engagement Team to manage the Client’s expectations to ensure a successful implementation, reference-able client, and future value delivery opportunities at assigned clients.
  • Embrace and embody Platinum River INNOVATIONS’s Core Values:
  • Business Outcomes
  • Service Orientation
  • Innovation Driven
  • Career Development

Competencies:

  • Demonstrated command of Agile/Scrum methodology is required.
  • Advanced verbal and written communication skills with a focus on being clear and concise.
  • Experience with client and team leadership.
  • Strong business and systems analysis skills, test planning and testing skills, problem-solving skills.

Education and Experience:

  • 2 years of experience in business analysis, process definition and re-engineering.
  • Minimum 2 years administering or consulting on Salesforce. Financial Services Cloud experience is required
  • 2 years working with Financial Services Organizations, Insurance/Wealth preferred
  • Consulting or Service Industry Experience preferred
  • Bachelor's degree is required
  • Requirements elicitation & user story writing experience
  • Experience with data migration and AppExchange Package installation

Travel:

  • Ability to travel to client site (if needed)
  • Ability to travel to company/industry events (if needed)

Benefits:

  • Medical & dental insurance
  • Flexible spending accounts
  • 401(k) plan with company match
  • Short-term & long-term disability Life & AD&D insurance
  • Flexible work options
  • Paid holidays
  • Responsible Time Off (RTO)

Platinum River INNOVATIONS is an equal opportunity employer that celebrates diversity and provides an inclusive work environment. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Indigenous status or any other factors considered discriminatory. We try our best to accommodate any candidate taking part in the selection process upon request.

By submitting your information, you confirm that you agree to the storing and processing of your personal data by Platinum River INNOVATIONS.

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

Compensation Package:

  • Performance bonus
  • Quarterly bonus

License/Certification:

  • Certified Salesforce Administrator (Required)

Work Location: Hybrid remote in Hudson, WI 54016

Salary : $100,000

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