Senior Solutions Manager - Bakersfield, United States - Valley Strong Credit Union

Description

Position Description

Job Title: Senior Solutions Manager

Grade: E16

Department: Digital Solutions

FLSA: Exempt

Reports to: VP of Salesforce Enterprise

Range: $115, $173,596.80

OUR CORE VALUES

The Credit Union is a values-driven organization. They guide our behavior as they create our desired culture.

1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
2. Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
3. Embrace the Fun – We take joy in our work by welcoming kindness, integrity, and authenticity.
4. Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right.

POSITION SUMMARY

The Senior Solutions Manager will play a critical role in the development and operations of the Salesforce Center of Excellence (COE). The Senior Solutions Manager will collaborate closely with internal stakeholders to define and prioritize value, align roadmaps, and deliver solutions that meet business and member objectives. The Senior Solutions Manager will also support the enhancement process for Digital Solutions.

The Senior Solutions Manager will be part of the Digital Solutions team but will work cross functionally across Valley Strong. The position, utilizing the Salesforce platform, will drive operational efficiency and effectiveness across the Credit Union. This position will report into the Vice President of Digital Solutions and will be an integral part of utilizing Salesforce to enable Valley Strong transformation, growth, and process efficiencies.

The role will work with the Digital Solutions, technical teams and other stakeholders to ensure delivery of high-quality solutions to meet business needs, including ongoing support of the introduction of new features and capabilities. The role will provide regular updates to the Digital Solutions Leader, including status updates on team projects, initiatives, and day-to-day activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with the leadership team to understand business pain points and needs, recommend appropriate solutions, and manage the delivery of projects on time and within budget.
• Drive continuous improvement initiatives to optimize existing processes, enhance system capabilities, and promote innovation within the organization.
• Serve as a liaison between technical and business stakeholders, facilitating communication, managing expectations, and ensuring alignment throughout the solution planning, development, and deployment phases.
• Identify areas for improvement and ensure compliance with internal policies and procedures.
• Develop and execute an enhancement summary process to keep users informed and senior management apprised of the value that Digital Solutions is enabling. The summaries would include the following communication:
• Document: The summary should define the enhancement, whom it benefitted, financial benefits/efficiency gain and a before and after process look. This is intended for a more senior level audience to define the value of digital solutions.
• end-user support and troubleshooting assistance as needed, demonstrating a strong customer service orientation and a commitment to exceeding expectations.
• All Team Members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act
• Performs related duties as required.

SUPERVISORY RESPONSIBILITIES

Provide leadership, training, and consultation to other Team Members around Salesforce best practices, Solution or business analysis and Agile practices.

QUALIFICATIONS

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g., executive, management, individual contributors)
• Strong interpersonal and organizational skills with the ability to navigate, facilitate, negotiate, and influence across stakeholders.
• A strong passion for the Salesforce platform and improving operational processes.
• Strong Salesforce experience required:
• Five or more years' experience with Salesforce Sales or Service Clouds.
• Financial Services Cloud experience is a big plus.
• Experience as a certified Salesforce professional. One or more of the following is required:
• Salesforce Certified Administrator
• Salesforce Certified Business Analyst
• Salesforce Certified Sales or Service Cloud Consultant
• Ability to identify friction points in a process or user experience and an innovative mindset to reduce or eliminate friction points.
• Thorough understanding of "solutions analysis" process and how system requirements relate to daily business operations.
• Knowledge of agile requirements tools such as Jira. Ability to document existing and recommended business process flows using Visio (or like product).
• Creates functional specifications and/or user story documentation including Business Requirement Document, journey or business process mapping, UI/wire frames, user stories, data dictionary/mapping, and test scripts.
• Excellent analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with diligence and accuracy.
• Experienced with the Software Development Lifecycle (SDLC) and software development methodologies (e.g., Agile, Scrum, Iterative, Waterfall, etc.)
• Knowledge of systems development and integration for modern technologies.
• High initiative with powerful desire to learn new concepts, processes, and technologies.
• Able to work in a structured team environment on task and timeline driven work.
• Strong understanding of project management methodologies and procedures

EDUCATION and/or EXPERIENCE

Bachelor's Degree or equivalent work experience and Minimum 5 years' experience working in a business or solutions analysis function required, Minimum 5+ years' experience working with Information technologies required and Minimum 3 years' Microsoft Office software experience required.

Experience as a certified Salesforce professional. One or more of the following certifications are required:

• Salesforce Certified Administrator
• Salesforce Certified Business Analyst
• Salesforce Certified Sales or Service Cloud Consultant

Experience at a Credit Union or other financial services institution is highly desirable.

Preference for experience with UX design, process re-engineering / process automation.

REASONING ABILITY

Skilled in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to business needs and problems. Intellectually curious and able to conceptualize issues to find efficiencies that are sustainable and strategic. Impact-driven mind-set, and able to use data to measure and articulate value of changes implemented. Ability to recognize, analyze, and solve a variety of business needs and problems.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER SKILLS AND ABILITIES

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and SharePoint, Jira, and Visio. Knowledgeable in Salesforce, Terafina, Alkami, and Symitar Core.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures.