Salesforce Business Analyst

The Role

As a Salesforce Business Analyst, you will be responsible for optimizing bank processes and the customer experience in the Customer Relationship Management (CRM) context. You will lead initiatives within the larger CRM project as Project Manager in coordination with internal business units and the vendor. You will also identify service/process enhancements to be implemented in the system and prioritize based on urgency and complexity.

How you'll contribute

Prepares project plans, strategy decks, training material, and other relevant materials using a data-driven mindset and critical thinking to aid in the effective communication of the project and system to above-the-line and along-the-line stakeholders.Investigates CRM day-to-day production and development issues using an organized issue tracking methodology to ensure timely resolution of issues and proper accountability on bugs and fixes.Balances business needs with system limitations using a deep understanding of the system grounded by a business perspective to offer realistic, feasible, and time-bound solutions to stakeholders.Conducts regular checks on system use (especially by operations units) using the power of reporting and results-driven data analysis to identify key points for process improvement.Manages accountability across business units (Business + Operations + ITG + vendor) through project management and knowledge of the system and its limitations to ensure deliverables are met in a timely manner and business goals are achieved

What we’re looking for

Bachelor's degree in Computer/Telecommunication, Industrial, Computer Science/Information Technology, Mathematics/Statistics, Business Studies/Administration/Management, Economics, Finance/Accountancy/Banking, Human Resource ManagementWith at least 3 years of relevant experienceMust have exposure in SalesforceMust have knowledge of basic bank processes, bank system interconnectivity, and CRM systemBasic knowledge of Excel and PowerPointMust have effective communication skillsAble to communicate effectively with all sorts of people

About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021—Best Bank in the Philippines.We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them to feel valued and empowered.Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.In our constant pursuit of excellence and improvement, we create teams that support our business and each other.