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Texas Capital Bank Business Analyst - Salesforce in Richardson Operations Center, Texas

This talented and curious individual collaborates with business stakeholders to understand and translate their needs and goals into process and system requirements. The Business Analyst works closely with technical teams, quality assurance, learning, organizational change management and subject matter experts to implement quality solutions that deliver business value.

This resource fills a critical and persistent role that is needed to support the 2021 goals and objectives for the Salesforce, Sales Excellence/Treasury Sales and Client Onboarding & Service Delivery (COSD) teams through delivery of Salesforce backlog enhancements/changes.

  • Review project initiation documents, artifacts, high level scope to gain an understanding of the underlying business needs

  • Identify and interview key stakeholders, SMEs, impacted parties to fully understand their business processes, goals, objectives, and requirements

  • Provide recommended approach and roadmap to completing deliverables

  • Prepares business requirements through detailed documentation and user story creation

  • Manage and maintain Salesforce backlog with close coordination with Salesforce scrum team and Scum Master

  • Compile, extract, and present backlog content in various consumable formats to support team and leadership meetings

  • Conduct backlog grooming sessions with Salesforce team, articulating requirement details and obtaining scrum obtain level of effort estimates from Salesforce scrum team

  • Schedule and facilitate meetings with business owners & SMEs

  • Record & distribute detailed meeting minutes

  • Transform minutes into actionable deliverables (BRD, User Stories, etc)

  • Create current and future state process flows

  • Obtain, analyze, and synthesize information from multiple business users to help distinguish request from needs

  • Create unambiguous, verified technical and functional business rules and requirements, which close the gap between current and future states for assigned business areas to a testable level

  • Document and clarify scope to ensure quality requirements:

  • Create and maintain traceability matrix (requirements, function and testing)

  • Become a system expert & support the project throughout the life-cycle

  • Act as liaison between business and technical members of the project

  • Coordinate and support QA/UAT efforts: Creating, Reviewing Test Plans, Cases, and scripts as needed

  • Ensure adherence to published project management methodologies, resulting in consistent development and implementation of project components

  • Effectively schedule, interact, and lead meetings with all levels of participants, including technical resources, project team members, business stakeholders, and executives

  • Salesforce experience and solid understanding of the Salesforce tool and capabilities

  • Knowledge of workflow applications including Salesforce.com

  • Strong overall technical background

  • Experience working in an Agile/Scrum environment

  • Experience working in Azure Dev Ops system, a plus

  • 2 years of business analyst experience required writing business and/or technical requirements

  • Bachelor’s degree in relevant field (e.g. Business, etc.) strongly preferred or equivalent experience

  • Banking/Financial Services experience preferred

  • Knowledge of commonly used concepts, practices and procedures within the Information Technology field

  • Detail-oriented with a proven history as a self-starter who can work independently with minimal supervision

  • Excellent verbal presentation and written communication skills with ability to present to all levels of the organization

  • Results Oriented with excellent problem-solving, analytical, critical thinking, and decision making skills

  • Proficient the use of MS Word, MS PowerPoint, MS Excel, MS Outlook, MS Project and MS Visio

  • Ability to collaborate with others and understands how individual actions impact the team’s/organization’s vision and goals

Req No.: 2021-5578

Street: 2350 Lakeside Blvd

External Company Name: Texas Capital Bank

External Company URL: www.texascapital.com