Salesforce Project Manager/Analyst

• 3+ month Project
• $55-65/hr+ (flexible for the right person)
• Cincinnati, OH 45202 (Downtown; mostly on-site w/ some flexibility)

Overview:

The Salesforce Project Manager/Analyst will collaborate with Digital Product Managers and key stakeholders across varied Lines of Business, Technology, and third-party partners, to understand business requirements and prioritize Salesforce implementation, customization, standardization, and simplification efforts.

Responsibilities

• Gather and document user stories, acceptance criteria, and test cases, grooming the backlog in preparation for sprint planning, development, and configuration activities.
• Provide accurate estimates and timelines for delivering fixes as well as new Salesforce configurations, enhancements, and deployments in collaboration with third-party partners, Technology, and Program Management.
• Support Salesforce product rollouts by executing product test cases pre-launch, performing platform configuration and implementation, assisting with training documentation creation, communicating planned changes to users, and collecting post-launch feedback.
• Diagnose, troubleshoot, and monitor issues, including client-reported problems, platform or partner system issues, maintenance windows, and data quality gaps.
• Analyze and report on the performance of Salesforce products using integration monitors, application monitoring tools, platform usage metrics, and site analytics to identify opportunities for improvement.
• Work with the Program Management Office to complete Project Requirements Documents (PRDs), fulfill inputs for risk, compliance, and legal reviews, and provide regular program health updates.

Requirements

• Bachelor’s degree or equivalent work experience required.
• 3-5+ years working in Salesforce.
• Ideal background in Salesforce Administration, Operations, Analysis, or related fields, including systems, financial analysis, process design, project management, training, and/or product development.
• Financial Services, Fintech, and Banking industry experience highly preferred.
• Experience working with Financial Services Cloud or nCino is a major plus.