Job Information
WSFS Bank Sales Enablement Business Systems Analyst in Philadelphia, Pennsylvania
Location: Philadelphia, PA
Schedule: Monday – Friday
Hybrid/Onsite
Position: Full-time
Description:
NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by WSFS Bank, a $20+ billion financial organization.
The Sales Enablement Business Systems Analyst (BSA) supports the organization by gaining expert knowledge of NewLane’s critical business processes and aiding in the design, development, and daily operation of the origination and servicing ecosystem. Collaborating with business owners and technology partners at all levels, the successful Analyst will identify opportunities for process and system optimization, aid the stakeholders in defining initiative scope & requirements as well as documenting the value proposition. Through the understanding of business goals and leveraging of process data, the Business Systems Analyst will work alongside their customers to deliver efficient system interactions and scalable processes and procedures which support NewLane’s growth.
Our Values:
Integrity
Passion
Teamwork
Commitment to Excellence
Essential Functions :
Obtain detailed, expert knowledge of the Originations & servicing products in use, including but not limited to: Salesforce Sales Cloud/Experience Cloud, Five9 Telephony, HubSpot Marketing Hub.
Identify opportunities for improving business processes through information systems and/or non-system-driven changes.
Observe and interview users and stakeholders to elicit and document as-is processes and procedures.
Work closely with 3rd party partners to identify unused functionality on currently integrated platforms.
Research new products and upcoming releases to existing platforms to aid NewLane’s technology innovation.
Collaborate with business partners through the definition and deployment of system and process initiatives.
Identify metrics for measuring initiative success and create initiative benefit projections.
Observe and interview users and stakeholders to elicit and document as-is processes and procedures.
Participate in and facilitate user acceptance and regression testing for new system functionality.
Communicate changes and monitor post-deployment usage and success measurements.
Provide hands-on support for deployed functionality.
Support the production ecosystem
Manage the setup of new and existing users and their permissions using profiles, permission sets, and roles.
Create and maintain custom Salesforce reports, dashboards, list views, and configurations.
Assist the user community with questions and troubleshooting issues.
Provide technical assistance in training and coaching professional and technical staff.
Coordinate with the IT Helpdesk and communicate to NewLane business teams during major technical incidents.
Requirements:
Excellent verbal and written communication skills.
Highly skilled in creating clear and precise processes and procedural documentation.
2+ years supporting production teams on Salesforce Lightning.
4+ years facilitating the implementation of business technologies in financial/lending institutions.
Experience with Salesforce Lightning Administration is preferred.
Prior experience defining, creating, and presenting reports and dashboards to all levels of the business.
Must be process & technology oriented with strong project management skills.
Able to read, interpret, apply, and communicate policies and procedures that may be complex.
Ability to work in a team environment, recognizes and act on changing priorities.
Demonstrated analytical skills.
Ability to manage time and multitask.
Must have a bachelor’s degree in Information Systems; Software Engineering; or Computer Science or an equivalent combination of education and experience as a technical business systems administrator, analyst, and/or other similar relevant experience.
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
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