Salesforce Business Analyst at Lincoln Financial

Salesforce Business Analyst

We are excited to bring on a motivated Salesforce Business Analyst to our Workspace Solutions Salesforce and CRM Center of Excellence team. In this role, you will help carry out the GP and RPS Salesforce Strategy through dedicated agile pods working on prioritized projects for multiple Salesforce platforms. You will consult/analyze and deliver on project specific assignments and act as a resource to applicable internal stakeholders. You will also consult and collaborate with business and IT stakeholders to define and validate business solutions that meet their needs, goals, and objectives.

Development of Salesforce CRM requirements: planning, prioritization, scope, effort estimations and traceability to downstream and upstream teams/applications

Consult, collaborate, and serve as a resource to team members and key internal and/or external stakeholders to elicit more complex business issues, determine root cause(s), and capture business needs

Determine more complex best practices and suggest how to improve current practices

Partner with and ensure consistent/effective communication with agile pod and peer teams

Identifies and recommends process improvements that significantly reduce workloads or improve quality of assigned area(s)

Act as liaison between Business and IT partners ensuring clear understanding of user stories and business requirements for design

Management of User Licensing and Provisioning within the Salesforce platform

Triage cases that consist of additional user support, training needs, enhancement requests, and large projects

Must-haves:

• 3-5+ plus years of experience in business analysis; project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure and meeting deadlines
• 3-5+ years of experience with Salesforce CRM
• 4 Year/Bachelor's Degree or equivalent work experience (4+ years of experience that aligns with the duties of the role)
• Ability to define problems, analyze complex information, collect data, establish facts, and draw valid conclusions and solutions
• Strong collaborator and communicator
• Demonstrates strong project management leadership skills with the capacity to manage and drive multiple efforts of work simultaneously in a time-sensitive environment

Nice-to-haves:

• User acceptance testing experience
• Agile methodology experience
• Application Deadline Applications for this position will be accepted through 9/1/26, subject to earlier closure due to applicant volume

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $72,900 - $131,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.