POSITION SUMMARY This role partners with the business unit to review operational processes and identify opportunities to automate and improve those processes using InSight. Responsible for aiding with the design and ongoing administration of the 1st Source's Client Management System which is powered by Salesforce and articulates requirements, serves as a change management agent across the business unit and has a specific focus on data management and governance.
ESSENTIAL REQUIREMENTS - Delivers on current technology strategies and support the long-term technological road map to maximize the impact and effectiveness of Salesforce applications and solutions across multiple lines of business.
- Facilitates meetings with business leadership to align on technology roadmaps to develop business needs and strategy.
- Assists in opportunity sizing to provide key information to business areas to help them prioritize enhancement work.
- Takes business requirements and converts them into technical requirements to be used by technology partners.
- Creates Visio flow diagrams to show current and future business processes.
- Assists with coordination of technology releases and cross functional teams to bring solutions to market and plan rollout to maximize customer adoption.
- Leverages reporting and analyzes data to measure the effectiveness of customer experiences, and pro-actively identifies opportunities for continuous improvement.
- Performs deep analysis of user behavior within the system to recognize trends in interactions to identify improvement and expansion opportunities.
- Maintains broad understanding of the fundamental technologies driving the competitive landscape for similar products, and stays current on Salesforce updates.
- Contributes to testing plans and execution, as well as the training, troubleshooting, and project management aspects of addressing business and operational needs.
- Develops and maintains custom reports, dashboards, and processes to continuously improve data quality, process integrity, productivity and monitor usage.
- Creates documentation (e.g., training, communications, release notes, user stories, test scripts, process flows) associated with Saleforce.com projects.
- Coordinates and monitors data integrations and flow between various software system to ensure proper data governance and accuracy. Provides strategic and tactical recommendations for process improvements.
- Regular and predictable attendance is an essential requirement of the position.
- Completes all compliance training and all Salesforce (InSight Office) training as required.
- Must understand all applicable laws regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned
EXPERIENCE/SKILLS - Five (5) or more years of relevant financial industry experience. Preferred to be in Consumer or Commercial Banking space.
- Minimum of three (3) to five (5) years of previous experience with Salesforce Platform.
- Minimum of (1) to (2) years of Marketing Cloud experience with Marketing cloud.
- Minimum of (1) to (2) years of Financial Services Cloud experience with Salesforce Platform.
- Analytical and project management skills, including a thorough understanding of how to interpret customer business needs and translates them into application and operational requirements.
- Ability to understand business unit and technical perspective and propose improvements or automation to streamline business and decision processes.
- Requires considerable critical thinking, problem solving, and judgment skills including independent judgment, strong investigation skills and the ability to interpret information and develop problem solutions.
- Exposure to creating and writing test scrips or test cases.
- Great time management and interpersonal skills.
- Good organizational skills, attention to detail and follow-through.
- Good communication skills: written and verbal skills.
EDUCATION Associates Degree required. Bachelor's Degree preferred.
CERTIFICATIONS Salesforce.com Certification ADAM201 and IIBA preferred.
TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk to hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or more up to 10 pounds.
EQUIPMENT MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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