Lead Salesforce Product Analyst
Listed on 2026-07-30
-
Business
Business Systems & Technology Analysis, Data Analyst -
IT/Tech
Business Systems & Technology Analysis, IT Business Analyst, Data Analyst
The Commercial Banking Sales department is seeking a highly organized and results-driven Lead Salesforce Product Analyst who is accountable for working with cross-functional development teams and business stakeholders to define user stories, manage and assist product roadmaps, service offerings and new features. This is a hands-on role which requires in-depth knowledge of Salesforce and the financial services sector, emerging trends in the banking industry and 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 potential external vendor partners. The Lead Salesforce 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.
include the following. Other duties and special projects may be assigned.
Product Strategy and Key InitiativesEnable key initiatives by assisting the Product Owner and/or Leading:
- The overall Salesforce product strategy and technology roadmap to drive goals for specific Business capabilities.
- Working with the product team and Salesforce vendor (AE/SEs) to manage current and future costs based on current product package; deep understanding of current contract, service offerings and emerging/changing product features to align with the Bank’s needs.
- Analysis on data, analytics and end-to-end consideration at all times
- OCM efforts (with dedicated OCM resource) with the management of communications, releases and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.
- Collaborates with internal and external business partners and leadership providing input in identifying and affecting product demand and assists in driving the product backlog prioritization and leverage industry best practices.
- Maintains an understanding of financial services markets/industry, the competitive landscape and customer/user needs and requirements.
Partner with internal and external stakeholders and technology teams to define and enable solutions:
- Works directly with business stakeholders to understand business needs and communicates them effectively to the product/project team. Translates business needs into user stories with clear acceptance criteria.
- Is part of the project team, working closely with the project manager and architects to ensure that product features are understood and align with the business stakeholder’s expectations.
- Attends agile ceremonies (i.e. planning sessions, stand-ups, retrospectives, iteration reviews) and other team meetings in order to provide necessary guidance.
- 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.
Identify opportunities and champion best-in-class business transformation and innovation:
- Works closely with internal/external leads and partners to ensure product execution quality and success.
- Continually acquires and enhances knowledge of both the Bank's and the Commercial and Private Banking 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).