Senior Associate, Strategic Operations
Dallas, TX, United States
Purpose And Job Summary
Working in a small team environment, the Salesforce Business Analyst, reporting to the Director-CRM, will be responsible for the support of Salesforce to various ORIX business lines within ORIX USA. This is a fast paced, hands-on role requiring a high level of organization, responsibility and follow through.
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
The Ideal Candidate Will Have
Experience as a Salesforce Administrator
Strong organization skills and a proven history of responsibility and follow through in resolving issues
An aptitude for using Salesforce to provide creative solutions to business challenges and opportunities
A talent and desire to create efficiency and opportunity through business process improvement
Experience leading small/medium sized projects
The ability and confidence to work in a cooperative environment across different departments and business units
Essential Duties & Responsibilities
Become a subject matter expert of ORIX’s Salesforce environment
Provide day-to-day support of Salesforce, including user administration, system configuration, report and dashboard design and creation
Provide upgrade and implementation planning and execution
Develop and/or enhance Salesforce by selecting and implementing third-party packages, tools, or components
Support internal and external customers as a business partner and analytical problem solver by collaborating with business and technology partners to execute projects and create solutions to business challenges
Manage customer relationships and expectations by participating in an appropriate communication strategy to keep them informed of current projects and roadmaps
Develop and execute change management programs for new business processes
Execute project management steps to ensure the risk mitigation, scope management, appropriate communication, and milestone achievement
Participate in or lead projects through the full project lifecycle: write requirements, write and execute test plans and scripts, facilitate UAT, write training materials and execute trainings, organize implementation and go live steps and provide go live support
Additional projects and duties as assigned to support ORIX and other technology and business needs
Education, Skills & Experience Required
Bachelor’s degree in Computer Information Systems, Computer Science, Information Technology, Finance, or equivalent experience
3+ years of experience in the information technology space
Extensive experience with the Salesforce CRM platform as a Salesforce Admin
Experience in the Financial Services industry, commercial lending and/or asset management experience a plus
Experience with business analysis, requirement documentation, solution design, testing, and implementation
Motivated, initiative-taker with a strong attention to detail
Innovative problem solving, analytical and execution skills
Excellent organization, communication, presentation, and people skills
Demonstrated ability to learn quickly, work independently and contribute as part of a high-performance team
Confidence to interface with all levels of organization, including senior management
Ability to plan, organize, and prioritize assignments; ability to stay focused on critical priorities, but be resilient and adjust as priorities change
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Company: ORIX USA
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