Business Analyst Manager, Insight Office, South Bend, IN; On-site

Business Analyst Manager, Insight Office, South Bend, IN (On-site)

Job Category: Salesforce CRM

Requisition Number: BUSIN
004263

• Full-Time
• On-site

Showing 1 location

Responsible for providing support to the InSight Office Manager in conjunction with the Customer Relationship Management Salesforce system project (InSight Office) as well as training new and current InSight Business Analysts. As a manager of the Business Analyst team, the focus is on technical document development, capturing and driving system enhancements through the proper release cadence, improving Business Analyst skill sets, providing production testing support, and enforcing data quality and security.

Provides knowledge and training to new and current InSight Business Analysts as needed.

Works with the InSight Office Manager to prioritize project timelines and requirements.

Works under the direct guidance of the InSight Office Manager to ensure coordination of the InSight Office project team efforts to complete enhancement objectives and deliverables.

Participates as an active member of the InSight Office project team and supports the team as the Business Analyst Manager, ensuring the admin team is trained on Scrum, InSight Process and Procedures, and proper testing steps for production release nights.

Attends all team meetings and conducts the weekly Standup Meeting, Flow Reviews; also attends the IT Code Review as the InSight Office representative.

Tracks enhancement statuses and prepares project status reports for the assigned Project Manager from the EPMO office based on specific projects, maintaining project documentation as required.

Maintains a broad understanding of the fundamental technologies driving the competitive landscape for similar products and stays current on Salesforce updates.

Assists in opportunity sizing to provide key information to business areas to help them prioritize enhancement work.

Develops and maintains custom reports, dashboards, and processes to continuously improve data quality, process integrity, productivity, and monitor usage.

Takes business requirements and converts them into technical requirements to be used by technology partners.

Leads the InSight office in servicing users and administers changes/enhancements to InSight.

Responsible for post‑implementation documentation and process guides, how‑to guides, and training steps.

Collaborates with the InSight Office Manager on an ongoing basis to streamline workflow, increase adoption rates, improve quality, and eliminate redundancy.

Leads, directs, and supervises assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.

Regular and predictable attendance is an essential requirement of the position.

Responsible for completing all compliance training related to the position.

Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Performs all other duties as assigned.

• Three (3) to five (5) years of management experience is preferred.
• Six (6) or more years of project‑related or financial services related experience preferred.
• Minimum of seven (7) to ten (10) years of previous experience as a Salesforce Administrator or Business Analyst preferred.
• Proficient in MS Office products (PowerPoint, Word, Excel and Outlook).
• Effective project management, verbal and written communication skills.
• Strong critical thinking and problem‑solving skills.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.

Bachelor’s Degree preferred.

Scrum Master Certification or 3 years of formal Agile training preferred.

Recognized certifications include but are not limited to Salesforce Certification (ADM
201), Advanced Admin (ADM
211), Platform App Builder (CRT 402), nCino Certified Administrator, nCino Certified Advanced Administrator, nCino Retail Banking Configuration, nCino Commercial Banking Configuration, or Terafina certification (all preferred).

Minimal or…