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Salesforce Business Analyst

  • Location: Charlotte, 28202
  • Salary: 61.26
  • Job Type:Contract

Posted 18 days ago

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package!

Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Position: Senior Strategy & Planning Consultant
Location: CHARLOTTE, North Carolina, 28202
Term: 12 months

Day-to-Day Responsibilities:

  • Supporting TCAM users around day-to-day usage of the CRE CRM platform, providing answers to end user questions, supporting the building and enhancements of custom reports and dashboards, and supporting data integrity efforts and adoption of tools for Tax Credit and Asset Management(TCAM)
  • Work with business leadership to understand business process requirements and translate requirements into a technology and process design in Salesforce.
  • Participate and oversee User Acceptance Testing and production validation related to tool enhancements.
  • Perform ad-hoc data analysis as needed to support project activity.
  • Effectively communicate with business partners as it relates to progress of CRM initiatives.
  • Document processes and business requirements as well as articulate impacts to existing business processes.
  • Establish and maintain strong relationships with business and technology partners.
  • Lead or participate in moderately complex initiatives and deliverables within Strategy & Planning.
  • Contribute to large scale planning related to Strategy & Planning.
  • Assist in the identification of strategic business, investment opportunities, evaluation, and approval process of identified opportunities.
  • Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives.
  • Exercise independent judgment to guide medium risk deliverables.
  • Resolve moderately complex issues.
  • Lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Lead projects, teams or serve as a mentor.


Is this a good fit? (Requirements):

  • 4+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see MatrixRes.com/Benefits for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.