Technical Analyst I - Salesforce

Req ID: 73493

Location: Tulsa -TUL

Areas of Interest: Information Services

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies

Bonus Type

Discretionary

Summary

At BOK Financial, our success starts with our incredible talent. Are you an aspiring Technical Analyst who enjoys working with people and problem solving? This is an opportunity to become involved with a growing team and growing platform, using cutting-edge technology and modern work practices. Bring your passion for people and technical excellence; it's an exciting time to join us.

Job Description

We are forming a new Salesforce Operations team that will focus on providing a superior user support experience and managing day-to-day operations for the 1700+ users on the Salesforce platform. Our bankers primarily use Salesforce for Sales Enablement (prospecting, client relationships) and Loan Origination (Deals, Underwriting, Portfolio Maintenance). This team will work closely with Super Users and Subject Matter Experts in the line of business; a Nexus (scaled agile model) comprised of 4 scrum teams driving new feature build-out on the Salesforce platform; and IT professionals across the bank to ensure our customers have a positive experience working in the platform. This team will fulfill Salesforce requests coming from users and super-users; support end-users on Salesforce functionality and best practices; triage any issues that arise and engage across teams to drive resolution; and will help drive continuous improvement of the platform, including evaluating roadmap features for future usage.

This is an exciting time as we are growing in products and services and our long term technology roadmap. Without the technical expertise of our Technical Analysts, we would not be able to deliver superior services and products to our customers.

Team Culture

Above all, our team values continuous learning and growth. We are a humble and welcoming group that is open to change, values collaboration, and enjoys a good dose of humor along the way. We are results-oriented, and use lean and agile principles to guide our work. We are committed to creating a diverse and sustainable environment where team members can be curious and grow their careers, all while delivering fabulous business outcomes.

How You'll Spend Your Time

You will help configure and operate our Salesforce org as a Salesforce and nCino Admin.

You will fulfill Salesforce requests from line of business users (user management, data loads, data quality).

You will triage any issues that arise and engage across teams to drive resolution (8 AM - 5 PM)

You will gain understanding of underlying business processes to best support our bankers.

You will use your strong communication skills to understand issues and business context, gather information and follow-through with solutions.

You will contribute knowledge to our team Knowledge Base.

You will help capture Salesforce platform metrics and KPI's in order to understand platform usage, friction points, and user satisfaction.

You will provide recommendations for system improvements, automation and self-service opportunities.

You will stay up-to-date on Salesforce releases, features, and best practices.

You will learn and apply lean and agile principles to continuously improve our understanding, our products, and our team.

Education & Experience Requirements

A Salesforce Operations Technical Analyst should have a combination of technical, communication, problem-solving, and customer service skills to effectively support bankers using the Salesforce platform.

Education: This level of knowledge is normally acquired through completion of a Bachelor's Degree in Information Technology or Computer Science or related field of study and / or 1-3 years of directly related experience in Technical Analysis, Data Analytics, Sales, or Bank Operations or equivalent combination of education and experience.

Problem-solving ability: Solid conceptual thinking and analytical skills with the ability to provide triage and resolution to problems of a moderate complexity.

Problem-solving ability: Strong problem-solving and analytical skills are critical in identifying and resolving issues related to Salesforce systems and processes.

Communication/Relationships: Enjoy working in teams and across departments to achieve business objectives while building strong relationships to become a trusted advisor and create raving fans.

Communication/Relationships: Oral and written communication skills to effectively represent self and BOKF

Time-management: Ability to effectively plan time, method, manner and priority of own work assignments

Customer Service: Experience in Application Support, Sales or Customer Service (preferred)

ITIL / IT Service Management best practices (preferred)

Lean and Agile methodologies (preferred)

Working Conditions & Physical Requirements

Office

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Please contact [email protected] with any questions.