The Role
Manage and train the InSight Business Analyst team for the Salesforce InSight Office project. Prioritize and track enhancement requests, translate business needs into technical requirements, support testing and releases, maintain documentation, develop reports/dashboards, enforce data quality and security, and supervise staff performance and hiring activities.
Summary Generated by Built In
POSITION SUMMARY
Responsible for providing support to the InSight Office Manager in conjunction with the Customer Relationship Management Salesforce system project (InSight Office) as well as trains new and current InSight Business Analysts. As a manager of the Business Analyst team, the focus is more on technical document development, helping capture and drive system enhancements through the proper release cadence, improves Business Analyst’s skill sets, production testing support and enforcing data quality and security.
ESSENTIAL REQUIREMENTS
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. Making sure 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; alsoattends the IT Code Review as the InSight Office representative.
Tracks enhancement statuses and prepares project status reports for assigned Project Manager from the EPMO office based on specific projects . Maintains project documentation as required.
Maintains 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 the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
- 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.
EDUCATION
Bachelor’s Degree preferred.
CERTIFICATIONS
Scrum Master Certification or 3 years of formal Agile training preferred.
Recognized certifications include but are not limited to Salesforce Certification (ADM201), Advanced Admin (ADM211), 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).
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects, seminars or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Proficient in Microsoft Office (PowerPoint, Word, Excel, Outlook)
- Effective project management, verbal and written communication skills
- Strong critical thinking and problem-solving skills
- Ability to protect confidentiality/privacy of others and company records
- Regular and predictable attendance and completion of compliance training
- Three (3) to five (5) years of management experience
- Six (6) or more years of project-related or financial services experience
- Minimum seven (7) to ten (10) years experience as a Salesforce Administrator or Business Analyst
- Bachelor's Degree
- Scrum Master Certification or 3 years of formal Agile training
- Salesforce and related certifications (ADM201, ADM211, Platform App Builder CRT402) and/or nCino or Terafina certifications
1st Source Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 1st Source Bank and has not been reviewed or approved by 1st Source Bank.
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Healthcare Strength — Health insurance, prescription coverage, and full coverage for preventive care and certain screenings are described as available. Dental and vision coverage, telemedicine, maternity support programs, and tobacco cessation offerings add breadth to the health package.
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Retirement Support — A 401(k) plan is described as available with both Traditional and Roth savings options, alongside HSAs for eligible expenses. Life, accident, and disability protections are also described as part of the broader financial security offering.
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Wellbeing & Lifestyle Benefits — Wellness programs such as weight-loss support and other wellbeing initiatives are described as available, sometimes at no extra cost to eligible members. Financial wellness workshops and planning resources are also described as offered.
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The Company
What We Do
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender
