Salesforce Business Analyst

Position Summary

The Salesforce Business Analyst will support the Enterprise Salesforce Team by gathering, documenting, and validating business requirements that help ensure Salesforce solutions meet business needs. This role will partner with business stakeholders and Salesforce team including IT partners to support enhancements, testing, training, and user adoption while developing a strong understanding of GreenState business processes and Salesforce capabilities.

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Salary range for this position is $79,173.90 - $92,563.38 with a progressive benefit package.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

• Demonstrates a positive member service (internal and external) focus at all times.

• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

• Ensures confidentiality of member information.

• Supports a diverse and inclusive work environment.

• Acts as a liaison between end users and Salesforce team and Salesforce cross-functional teamActs as a liaison between business stakeholders, end users, and the Salesforce team to ensure alignment on business needs and solutions.

• Supports Salesforce backlog by assisting stakeholders with the identification, analysis, documentation, and prioritization of business requirements.

• Elicits, analyzes, and documents business requirements, user stories, process flows, and acceptance criteria.

• Questions assumptions, identifies gaps, and collaborates with stakeholders, subject matter experts, and users to clarify requirements and define solutions.

• Partners with stakeholders to identify opportunities for process improvement, increased efficiency, and enhanced member and employee experiences.

• Documents current and future state business processes and workflows.

• Collaborates with the Scrum team to deliver scalable, sustainable Salesforce solutions that meet business objectives.

• Assists with solution design discussions and helps ensure proposed solutions align with documented requirements.

• Supports sprint planning, backlog refinement, testing, deployment, and release activities.

• Develops test scenarios, test plans, and test scripts to validate business requirements.

• Coordinates and supports User Acceptance Testing (UAT), including defect tracking and resolution follow-up.

• Validates completed work with stakeholders and end users to ensure solutions meet expectations and business needs.

• Assists with change management, training materials, knowledge documentation, and user adoption activities as needed.

• Maintains strong working relationships with stakeholders and serves as a trusted resource for Salesforce-related business questions.

• Active participant of a fast-paced team planning, documentation, and continuous improvement initiatives.

• Performs other duties and responsibilities as assigned.

Job Requirements/Expectations

• Bachelor's degree in Business, Information Systems, Finance, Communications, or a related field preferred.

• 1-3 years of business analysis, operations, systems support, project coordination, or related experience.1-3 years of experience in business analysis, operations, systems support, project coordination, process improvement, or a related role.

• Strong organizational skills with the ability to prioritize work, manage multiple assignments, and meet deadlines in a fast-paced environment.

• Ability to analyze business needs, identify root causes, and recommend effective solutions.

• Excellent analytical, problem-solving, and critical-thinking skills.

• Strong written, verbal, and interpersonal communication skills.

• Demonstrated ability to build relationships and collaborate effectively with stakeholders at all organizational levels.

• Ability to gather, analyze, and document business requirements and business processes.

• Ability to translate technical concepts into business-friendly language and vice versa.

• Strong customer service mindset with a focus on employee and member experience.

• Demonstrated curiosity, initiative, and willingness to challenge assumptions to improve business outcomes.

• Experience supporting business process improvement, operational efficiency initiatives, or technology-related projects.

• Experience with Agile methodologies, Scrum practices, or iterative project delivery preferred.

• Experience supporting user acceptance testing (UAT), testing activities, or quality assurance processes preferred.

• Experience developing or supporting end-user training, knowledge documentation, and user adoption initiatives preferred.

• Financial services experience preferred; familiarity with financial industry terminology is a plus.

• Experience with Salesforce or other CRM/business systems preferred.

• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Teams.

• Salesforce Business Analyst Certification preferred but not required.

• Willingness and ability to pursue Salesforce certifications and ongoing professional development.

• Ability and willingness to work additional hours if needed to support business priorities and projectdeadlines.

Reporting Relationship

Reports to the VP Salesforce.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.#LI #ID

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ID2026-4958

CategorySalesforce

Employment ClassificationExempt Full-Time

Job Location : LocationUS-IA-North Liberty