Salesforce Business Analyst II

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.  

Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment. 

The Salesforce Business Analyst II will work with stakeholders to collect requirements and assist in designing, documenting, and implementing process improvements using procedural methodology leveraging Salesforce, Robotic Process Automation, and other TreviPay tools

Key Qualities of the Ideal Candidate:   

•Self-Starter: Takes initiative and works proactively with minimal supervision. 

•High Ownership: Embraces full responsibility for projects and their outcomes, ensuring high standards are met.

•Technical and Mindful Business Experience:  Extensive hands-on experience with Salesforce, combined with a strategic technical mindset to bridge business objectives and technical solutions, ensuring alignment between stakeholder needs and technology-driven outcomes

•Big-Picture Focus: Capable of balancing day-to-day tasks with long-term objectives, ensuring alignment with overall goals.  Strong ability to grasp the full scope of processes, understanding not only the specific change, but also the broader impact, ensuring complete solutions that align with overall business objectives.

•Analytical Skills: Able to sift through large amounts of data to identify key insights and disregard unnecessary information.

•Thrives in a Dynamic Environment: Comfortable working in a fast-paced, demanding setting  with many moving parts.

•Effective Prioritization: Skilled at managing competing priorities and deadlines, ensuring that the most critical tasks are addressed first.

•Communication: Excellent communication skills, with a keen attention to detail, ensuring clear and precise delivery of information. Demonstrates a logical and organized approach to problem-solving and project management, facilitating efficient workflows and effective collaboration.

This blend of skills will allow the ideal candidate to contribute significantly to the success of our team.

Responsibilities  

•Partner with internal and external stakeholders to identify opportunities and driving solution design for improved efficiency by analyzing and documenting processes and assessing the feasibility of automation or improved user experiences  

•Create and manage thorough project documentation including, but not limited to, PDDs, business cases, project plans, and stories.  Work closely with documentation specialists to document processes, release notes, and other project materials to support development, security, operations, and maintenance

•Facilitate meetings, interviews, and workshops designed to gather requirements for design solutions.   Follow best practice guidelines to accurately capture meeting notes and promptly distribute summaries to all attendees ensuring clear communication and alignment on key decisions, action items and next steps.

• Communicate with stakeholders throughout the project life cycle to confirm alignment with the design and expectations. 

•Support business teams in testing activities, including integration testing, end-to-end (business process) testing and UAT.  

•Be a change agent by adapting positively to internal and external changes, embracing change and influencing coworkers to positively adapt to change.    

•Confidently present information to support decision-making while maintaining initiative and independence, and appropriately escalate issues or improvement ideas to leadership for guidance or resolution.

•Manage time to successfully plan, maintain, and resolve multiple projects with minimal supervision.

•Perform other duties as assigned by leadership.  

•Must exemplify TreviPay Core Values.     

Requirements:

•Bachelor’s degree in business or technology-related major plus 2-4 years of experience OR 4 years of related work experience may be substituted for educational requirement.

•Strong analytical skills with a demonstrated ability to extensively analyze business processes and workflows, and effectively communicate and document scope, objectives, and system requirements to stakeholders at all knowledge levels.

•Thorough understanding of SDLC and Agile development methodologies including requirements, design, development, testing, documentation, training, deployment, operations, support, and maintenance. (certification Preferred)

•Technical competency and hands-on experience with Salesforce.  

•Experience using flowcharting software (LucidChart or Visio). 

•Proficient use of MS Office (Word, Excel, Visio, Project, PowerPoint, etc.).

•Excellent written and verbal communication skills.

Preferred Qualifications:

•Hands on experience with RPA or other Automation technologies

•Clear understanding of LEAN Six Sigma (Certification preferred) 

•Experience using BI software such as Sisense, QlikSense, Power BI, or Tableau.

•Database relationships, API endpoint competency preferred.

Why you will love working at TreviPay

·       Competitive salary

·       Paid parental leave

·       Generous paid time off

·       Medical, dental, vision, FSA, Life/AD&D, long and short term disability

·       401K matching

·       Employee referral program

At TreviPay we believe:

·       in saying yes to unique and challenging requirements

·       empowered team members are creative team members

·       our products make the customer’s day just a little bit better

·       work/life balance makes us all more effective

TreviPay is an Equal Opportunity and Affirmative Action Employer.  We welcome all veterans and disabled applicants.

Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact Recruiting@trevipay.com to request an accommodation.