Salesforce Product Analyst

SUMMARY: The Product Analyst is accountable for working with cross-functional development teams and business stakeholders to define user stories, assist the Product Owner with product roadmaps, service offerings and new features. This is a hands-on role which requires in-depth knowledge of the financial services sector, emerging trends in the banking industry and has experience collaborating with agile teams. The candidate should have the ability to develop business cases and process flows in collaboration with users, agile design teams and external vendor partners. The Product Analyst will own and continuously refine the Salesforce user stories within the product backlog and assist the Product Owner with the prioritization of items for delivery based on value to business. Additionally, will act as the back-up liaison to the Product Owner between the business and agile teams, ensuring the teams understand the vision for the products. Works closely with the development team that addresses user story needs, provides real-time feedback and answers questions on an ongoing basis. Employs analysis practices and tactics including customer research, data and analytics and market research.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Enable key initiatives:

• Collaborates with internal and external business partners providing input in identifying and affecting product demand and assists in driving the product backlog prioritization and leverage industry best practices. Assists the Product Owner with the management of communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.

• Assists the Product Owner with the supports on the definition of the overall Salesforce product strategy and technology roadmap to drive P&L goals for specific Sales capabilities.

• Assists the Product Owner by working with the Program Delivery team to formulate costs and funding requests, proposals.

• Assists the Product Owner with analysis on data, analytics and end-to-end consideration at all times.

• Partner with internal and external stakeholders and technology teams to enable solutions:

• Works directly with business stakeholders to understand business needs and communicates them effectively to the scrum team. Translates business needs into user stories with clear acceptance criteria.

• Is part of the scrum team, working closely with their scrum master to ensure that product features are understood and aligns with the business stakeholder expectations.

• Attends agile ceremonies (i.e. planning sessions, stand-ups, retrospectives, iteration reviews) and other team meetings in order to provide necessary guidance on the ask.

• Supports the team by being available to provide clarity required to complete detailed user stories.

• Effectively compiles and documents business needs into features necessary for systems design, development, and implementation.

• Assists the Product Owner with the business activities (training) required to support agile initiatives on an on-going basis.

• Support the Product Owner in facilitating continuous communication efforts to promote, inform and educate users on both existing and upcoming functionalities.

• Assist the Product Owner to develop and upkeep user guides and manuals, ensuring users are equipped with clear and accessible resources to maximize product understanding and adoption.

• Identify opportunities and champion best-in-class business transformation and innovation:

• Works closely with internal/external leads and partners to ensure execution quality and success.

• Ability to work on large-scale initiatives and effectively partner with stakeholders across business and technical teams to gather requirements and business process design.

• Continually acquires and enhances knowledge of both the Bank's and the Sales Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, back-office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines.

• Works with technology partners on architecture reviews and ensures solutions are aligned (build-once, multiple re-use) and escalates on any misalignment.

• Maintains an understanding of financial services markets, the competitive landscape and client/user needs and requirements.

• Assists with quality assurance testing prior to any release and works with users to facilitate UAT, if needed

• Provides user base training to new users on the system and becomes familiar with any new Salesforce features rolled-out through the Salesforce quarterly releases.

• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).

• Adheres to Bank policies and procedures and completes required training.

• Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree in business, finance or computer related major preferred MBA preferred

EXPERIENCE

• 4+ years direct relevant working experience in the financial sector

• 4+ years of experience in product analysis

• In depth knowledge of Salesforce platforms with demonstrated strength delivering effective solutions from concept to execution at scale in a cross line of business or enterprise environment

• Salesforce development experience preferred

• Tableau development experience a plus

• Demonstrated ability to translate complex, technical concepts so that they are clearly understood in support of sound decisions to meet business objectives

• 4+ years direct experience within an agile framework and Jira experience is preferred

KNOWLEDGE, SKILLS AND ABILITIES

• Communication/Language Skills:

• Excellent verbal, written, and interpersonal communication skills.

• Ability to present and communicate effectively thru remote virtual tools like Teams, WebEx, Zoom.

• Ability to articulate complex concepts in a clear manner.

• Ability to synthesize complex analytical findings into executive level communications Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

• Reasoning and Analysis Ability:

• Ability to manage process discovery, process modeling, and process improvement activities.

• Ability to synthesize data to form a story and align information to contrast or compare to industry perspective and historical business trends.

• Ability to use logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.

• Strong analytical skills with high attention to detail and accuracy.

• Interpersonal Skills:

• Build Relationships: Ability to relate to people in an open, friendly accepting manner, can show sincere interest in others and their concerns; capable of initiating and developing relationships with others as a key priority.

• Collaborative Relationships: Ability to develop and maintain effective working relationships with team members, internal partners and external parties. Knows how to seek and encourage collaboration. Can work effectively with people outside formal authority to accomplish goals seeking win-win alternatives. Shares success and works with others to reach best practice solutions. Can represent his/her own interests and yet be fair to other groups. Has the ability to recognize relationships are unproductive and take action to improve them. Influence: Can assert own ideas and persuade others; gain support and commitment from others; and mobilize people to take action. Professionalism: Adhere to BankUnited standards for conduct, grooming and attire. Provide a positive and professional image both within the company and externally.

• Sales Ability/Persuasiveness:

• Ability to identify needs of customers through effective questioning and listening techniques. Can apply technical/professional knowledge, interpersonal skills and sales method to obtain customers' commitment to ideas, services or products. Handles objections effectively.

• Customer Service:

• Handle customers and employees and their queries in a positive, friendly, helpful and knowledgeable manner, remembering that the customer's satisfaction is the primary focus. Represent the Bank professionally at every contact with customers, staff and vendors.

• Other Skills and Abilities:

• Ability to work under pressure and make decisions according to established guidelines; work unsupervised to accomplish tasks accurately and on a timely basis; prioritize work; strong organization skills. Travel may be required. Must be able to use Microsoft Word, Excel and Outlook.

• Deep knowledge of front to end business processes and technology end-to-end systems.

• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.

• Ability to lead/coach and work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are paramount.

CERTIFICATES, LICENSES, REGISTRATIONS

• Industry certifications such as SAFe, CSM are preferred