We empower consumers and businesses to easily manage their financial lives. Bank, borrow, invest & plan – do it all with Axos.

Our exceptional team has been the secret to our success over the years. Our team members combine a strong sense of individual purpose with a commitment to the shared success of our business. In our entrepreneurial, data-driven culture, we reward team members based on their achievements. We emphasize independence, goal-setting, and personal accountability.

The Salesforce Business Analyst will partner with the various business units within the bank to support the overall enhancement and development of the Salesforce platform.

The Salesforce Business Analyst is a technology-focused role where you will have a deep understanding of all CRM-related technologies to successfully define use cases and develop technical requirements. Some of those areas may include cross functional business units, customer stakeholders, and compliance. This role will collaborate with the business and the bank's technical subject matter experts to identify optimal solutions. To be effective in this role you must be able to synthesize inputs from multiple sources and translate those into clearly articulated and usable technical requirements for the development team.

In this role, you will be expected to be autonomous, build consensus when there are differing opinions, and drive projects forward to meet key milestone dates. You will act as an intermediary between the business areas and technology teams. Successful candidates will be able to quickly identify blockers, requirement gaps, and other constraints, as well as help lead the team to overcome these impediments, which will often require creative thinking.

This position is on-site and located at our office in San Diego CA, Centennial CO, or Omaha NE.

Responsibilities:

• Eliciting functional requirements for new enhancements through interviews, data analysis, and platform research
• Facilitating meetings with stakeholders to gain deep understanding of existingbusiness processes and desired changes
• Translating business needs into technical requirements in the form of user stories, acceptance criteria, and testing steps
• Maintaining expert knowledge of the enhancement backlog
• Coordinating technology releases
• Guiding work items through the entire Software Development Life Cycle (SDLC)—from defining requirements to overseeing development & QA testing to stakeholder approval to production release
• Performing in-depth analysis of existing processes, workflows, data architecture, automations, and dependencies
• Partnering with technical SMEs to develop and maintain the platform
• Collaborating with other IT teams to develop and maintain integrations
• Communicating frequently with team members and stakeholders to provide accurate delivery timelines and status updates
• Supporting both short-term and long-term initiatives to maximize the impact and effectiveness of Salesforce applications and solutions across multiple lines of business

Requirements:

• 2+ years' of developing requirements for the Salesforce platform
• Proficiency with development tracking software such as Azure DevOps or Jira
• Experience working in an agile / scrum environment
• Experience with Salesforce release management, including record-based configurations
• Excellent verbal and written communication skills; ability to communicate both strategically and technically
• Ability to interpret business requests and translate them into technical requirements for the development/QA team
• Salesforce Administrator certification or equivalent experience is preferred
• A deep understanding of Banking & Lending is preferred