Description
As a Senior Salesforce Business Solution Analyst, you will work closely with our Service, Operations and Sales business owners and cross functionally across LPL Financial along with our Salesforce Engineers, Product Owners, Architects, QA team design and deliver solutions for our Service and Support organization within LPL
This role combines business analysis skills with Salesforce expertise, focusing on understanding business needs and translating them into Salesforce solutions
You will analyze processes, gather requirements, design solutions, and ensure they align with business goals and technical capabilities
Requirements Gathering: Facilitate sessions to understand business needs, document requirements, and identify gaps
Process Analysis: Analyze existing business processes to identify areas for improvement and automation
Solution Design: Design and propose Salesforce solutions to meet business needs, considering both functional and technical aspects
User Story Development: Develop clear and concise user stories and acceptance criteria
Skills
Sfdc, apex, lightning, api, salesforce financial services cloud, erpss, salesforce, Agile, scrum, financial services
Top Skills Details
Sfdc,apex,lightning,api,salesforce financial services cloud,erpss,salesforce
Additional Skills & Qualifications
Create mockups, workflow/system flows diagrams, data mapping, use cases, etc. Documents Use Cases and Process Flows as needed to frame solution for UX and Dev teams
Data Analysis: Analyze data to identify trends, patterns, and insights to inform decision-making
Data Management: Ensure data quality, consistency, and integrity within Salesforce
Prioritization: Prioritize features and functionalities based on business needs and customer feedback
Market Research: Conduct market research to identify opportunities and trends
Stakeholder Management: Manage expectations of different stakeholders, including customers and internal
Product Backlog: Manage the product backlog and prioritize user stories
Collaboration: Collaborate with development teams and stakeholders to ensure product alignment; Coordinate with other stakeholders as needed and represents stakeholders vision & requirements to the technology team
Product Vision: Articulate the product vision and ensure it aligns with business goals
Experience Level
Intermediate Leve
Pay and Benefits
The pay range for this position is $65.00 - $70.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Charlotte,NC.
Application Deadline
This position is anticipated to close on May 15, 2025.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Date Posted: 03 May 2025
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