Collaborates with stakeholders to identify and articulate business and stakeholder requirements for the entire Salesforce suite of products, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying, and validating business, stakeholder, solution, and transition requirements, and communicating those requirements to Salesforce solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence, and leadership skills to ensure stakeholder expectations are met. Produces requirements on medium-to-large, semi‑complex Enterprise projects that require planning, elicitation, documentation, analysis, and management of business. Acts as a liaison between the business customer and information technology (IT) project team(s) by building cooperative, constructive, effective working relationships with internal and external customers. Ensures IT understands the business and stakeholder Salesforce requirements and resolves any gaps in understanding. Guides and advises less-experienced BAs. Responsible to make an established range of decisions, escalating to management when necessary, and updating the manager on a regular basis.
Responsible for planning and monitoring activities for business analysis activities. Chooses a business analysis approach that is appropriate for the Salesforce change. Performs a stakeholder analysis to determine potential types and areas of the impact associated with the change. Builds a strong relationship with the project manager to ensure a common understanding of the goals, objectives, and scope of a change initiative.
Responsible for elicitation of business requirements and related activities for Salesforce. Uses a variety of elicitation techniques to identify the characteristics of the change. Confirms and communicates what the stakeholders' needs are. Identifies and cultivates relationships with key stakeholders; forms and asks probing questions and actively listens to responses.
Responsible for activities related to business Salesforce requirements management and communication. Translates business concerns, questions, and desires into clear stakeholder requirements through use cases, process diagrams, functional requirements, and others. Defines relationships between various types of requirements. Traces requirements to business objectives, test cases, and solutions. Assesses the value, urgency, and risk associated with each individual requirement. Evaluates new and changing requirements for impact on projects. Works with stakeholders to reach approval and agreement on Salesforce requirements. Acts as a liaison between the stakeholder and project team(s) to ensure understanding of the requirements will result in an effective solution.
Responsible for requirements analysis and design definition. Analyzes the Salesforce needs in order to recommend a solution or a range of solutions. Analyzes and quantifies the potential value of the solution options. Models and/or tailors requirements so they are understandable and usable by each stakeholder group.
Coordinates and facilitates meetings with representatives from all levels of the organization, vendors, and regulatory agencies as required to support planning, validation/acceptance, and final deployment processes.
Provides support, mentoring, and guidance to project teams and incumbents.
Performs other duties as assigned.
Complies with all policies and standards.
Bachelor's Degree In business, finance, or IT preferred, or commensurate experience. - Required
If no degree, minimum of three years of professional business and/or IT experience is - Required
Minimum of seven years of business analysis experience in IT or a business environment. - Required
Experience working with technology and implementations for an enterprise IT application platform such as Salesforce. - Required
Demonstrated experience writing requirements documents. Requirements are well formed, cohesive, complete, consistent, feasible, modifiable, unambiguous and testable. - Required
Demonstrated experience with requirements analysis/management tools. - Required
Demonstrated experience setting goals and successfully implementing and achieving goals. - Required
Demonstrated experience creating and working in a team culture that is committed to collaborative cross-functional relationships and service excellence. - Required
Proven ability to do a stakeholder analysis, select a project approach and estimate BA effort. -
Proven understanding of the distinction between requirements: business, stakeholder, solution (functional and non-functional) and transition. -
Demonstrated ability to lead requirements gathering/definition workshops, focus groups and/or process diagramming workshops involving both business stakeholders and delivery teams. -
Proven ability to construct business process models. -
Demonstrated ability to understands and utilizes decision analysis techniques. -
Demonstrated ability to manage requirements in Waterfall, Agile and/or Iterative software development methodologies. -
Proven ability to problem solve by defining basic steps and/or providing examples where techniques were used. -
Demonstrated ability to grasp technology concepts such as database, table driven code, testing tools, security, and/or computer programming concepts. -
Proven ability to assist in conducting research on software and hardware products to meet agreed upon requirements and to support purchasing efforts. -
Demonstrated ability to assist with the interpretation of requirements into feasible options, considering technical and business constraints, and communicates options to the stakeholders. -
Proven ability to effectively present solution options and recommendations to stakeholders. -
Demonstrated ability to construct specifications, models, diagrams, and charts to communicate needs to solution designers, developers and testers. -
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
RevOps Roles analysis
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Western & Southern Financial Group is a Cincinnati-based diversified financial services company offering life insurance, annuities, mutual funds, and investment management. Founded in 1888, it serves individuals, families, and institutional clients across the United States.
Visit websiteProven ability to maintain and reconcile forward and backward traceability of requirements. -
Proven ability to assess/perform peer review of requirements done by others. -
Demonstrated ability to engage, elicit, validate and present findings to senior leadership. -
Proven strong verbal and written communication skills with proven ability to convey information to clients, internal and external stakeholders, in a clear and concise manner. -
Demonstrated ability to reduce uncertainty and to manage ambiguity. Deals constructively with problems that do not have clear solutions. -
Demonstrated adaptability to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change. -
Proven strong attention to detail with excellent organization skills. -
Demonstrated strong awareness and business understanding in regards to the domains that they work in/ with. -
Proven ability to mentor and coach less-experienced BAs. -
Demonstrated ability to participate in recruiting and interviewing candidates for BA positions. -
Experience with the Salesforce Platform and products, preferred. -
Proven skills in documentation, spreadsheet and database applications. -
Proficient in Microsoft Office (Excel, Access, Word, Visio and PowerPoint). -
MS SharePoint and Access experience is helpful. -
Demonstrated knowledge and experience of various insurance industry systems, insurance and annuity products and/or the product development process, is not required, but helpful. -
PMI Professional in Business Analysis (PMI-PBA)®, IIBA Certified Business Analysis Professional™ (CBAP®) or IIBA Certification of Competency in Business Analysis™ (CCBA®) designation - Preferred
An insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred