Salesforce Business Analyst
Liberty Bank (Connecticut), Middletown, CT, United States
At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.
SUMMARY OF THE JOB :
In this role, you are a business focused Business Analyst in our Salesforce Center of Excellence and are primarily the bridge between business stakeholders and the Salesforce Delivery Team. You are responsible for deeply understanding business processes across banking areas – Retail, Commercial, Treasury, Investment Services and beyond – and translating those needs into clear Salesforce requirements, written user stories and development clarification.
You will work closely with the COE leadership to align initiatives with strategic goals, ensuring the solution solves the business pain points and delivers measurable value.
ESSENTIAL FUNCTIONS:
Translate business objectives into clear, actionable Salesforce requirements aligned to banking priorities
Partner with stakeholders to identify needs, improve processes, and drive platform adoption
Lead discovery sessions to define business problems, scope, and solution direction
Create and manage user stories, acceptance criteria, and process documentation
Serve as liaison between business teams and technical resources to ensure effective delivery
Support UAT planning and execution, validating solutions meet business expectations
Enable adoption through clear communication, training support, and stakeholder alignment
Analyze post release performance and recommend continuous improvements to maximize value
MINIMUM REQUIREMENTS:
Bachelor’s degree in business administration, Information Technology, or related field or equivalent work experience.
Proven experience as a Business Analyst, in a Salesforce environment (financial services, banking, consulting).
Strong understanding of Salesforce Financial Services Cloud features, functionalities, and best practices.
Excellent analytical and critical thinking skills.
Effective communication and interpersonal skills.
Ability to work collaboratively in a collaborative environment.
Salesforce certification (e.g., Administrator, Business Analyst) is a plus.
PHYSICAL REQUIREMENTS:
General Office Equipment
Keyboard Dexterity
Prolonged Sitting
COMPLIANCE:
Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
#LI-HYBRID
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
Job Details
Job Family Lending
Job Function Staff
Pay Type Salary
SUMMARY OF THE JOB :
In this role, you are a business focused Business Analyst in our Salesforce Center of Excellence and are primarily the bridge between business stakeholders and the Salesforce Delivery Team. You are responsible for deeply understanding business processes across banking areas – Retail, Commercial, Treasury, Investment Services and beyond – and translating those needs into clear Salesforce requirements, written user stories and development clarification.
You will work closely with the COE leadership to align initiatives with strategic goals, ensuring the solution solves the business pain points and delivers measurable value.
ESSENTIAL FUNCTIONS:
Translate business objectives into clear, actionable Salesforce requirements aligned to banking priorities
Partner with stakeholders to identify needs, improve processes, and drive platform adoption
Lead discovery sessions to define business problems, scope, and solution direction
Create and manage user stories, acceptance criteria, and process documentation
Serve as liaison between business teams and technical resources to ensure effective delivery
Support UAT planning and execution, validating solutions meet business expectations
Enable adoption through clear communication, training support, and stakeholder alignment
Analyze post release performance and recommend continuous improvements to maximize value
MINIMUM REQUIREMENTS:
Bachelor’s degree in business administration, Information Technology, or related field or equivalent work experience.
Proven experience as a Business Analyst, in a Salesforce environment (financial services, banking, consulting).
Strong understanding of Salesforce Financial Services Cloud features, functionalities, and best practices.
Excellent analytical and critical thinking skills.
Effective communication and interpersonal skills.
Ability to work collaboratively in a collaborative environment.
Salesforce certification (e.g., Administrator, Business Analyst) is a plus.
PHYSICAL REQUIREMENTS:
General Office Equipment
Keyboard Dexterity
Prolonged Sitting
COMPLIANCE:
Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
#LI-HYBRID
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
Job Details
Job Family Lending
Job Function Staff
Pay Type Salary