Salesforce / nCino Business Analyst - Woburn, MA

Interview Process: 1st round phone screen with manager, 2nd round onsite with multiple stakeholders

Ideal Profile

• Tech/Information Systems background
• Prior Salesforce admin experience transitioning into BA role
• Banking/Financial Institution experience is a big plus
• Strong soft skills: interviewing business users, listening, documenting requirements
• Technical degree (Systems/Engineering) preferred

Role Overview

• BA work within Salesforce and nCino (3–8 years experience)
• Sit face-to-face with business users, ask smart questions, translate into clear requirements
• Ability to solve problems, not just treat symptoms

Responsibilities

• Drive awareness of requirements across business units; identify substandard processes
• Serve as thought leader for technical business processes; develop system prototypes
• Create and implement precise management plans with transparent communication
• Perform and communicate thorough QA at every stage of systems development
• Determine and develop user requirements for systems in production
• Partner with stakeholders (Commercial Lending, Finance, Operations, Security, Compliance) for analyses and documentation
• Evaluate, analyze, and communicate systems requirements continuously
• Maintain systems processes; deliver monthly status reports
• Author and update documentation; initiate and deliver requirements
• Conduct daily systems analytics; troubleshoot problems
• Develop lasting relationships with partners for optimized integration
• Respond to questions/concerns with supporting research and recommendations

Qualifications

• Bachelor’s degree
• 5 years in analytics and systems development
• Excellent Salesforce and/or nCino experience
• Proven analytical abilities
• Experience generating process documentation and reports
• Excellent communication skills (verbal/written)
• Strong Microsoft applications knowledge
• Proven ability to manage projects and user testing
• High proficiency in technical writing