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The Platform Operations Analyst acts as a bridge between business and technical teams, focusing on Salesforce administration, solution design, and continuous improvement initiatives.
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As a Platform Operations Analyst, you will act as a key bridge between business stakeholders and technical teams. You are responsible for defining, developing, and implementing processes and tools—specifically within Salesforce that simplify associate workflows and improve the experience for our stakeholders.
This role sits within the Operations Infrastructure team, part of Global Operations Strategy and Transformation, focusing on aligning people, processes, and tools with company priorities.
What You Will Be Doing
● Business Analysis & Solutioning: Partner with internal stakeholders to understand operational needs, document current-state workflows, and develop end-to-end future-state designs.
● Salesforce Administration & Development: Perform day-to-day Salesforce administration, including user management, permission sets, and data integrity audits.Design and develop Salesforce solutions using Flow Builder and other declarative tools to automate business processes. Maintain and update custom objects, fields, and page layouts to support evolving business requirements.
What You Will Be Doing
● Business Analysis & Solutioning: Partner with internal stakeholders to understand operational needs, document current-state workflows, and develop end-to-end future-state designs.
● Salesforce Administration & Development: Perform day-to-day Salesforce administration, including user management, permission sets, and data integrity audits.Design and develop Salesforce solutions using Flow Builder and other declarative tools to automate business processes. Maintain and update custom objects, fields, and page layouts to support evolving business requirements.
● Requirement Engineering: Define clear requirements, user stories, and acceptance criteria for new system features and tools.
● Implementation Support: Partner to build and deploy tools, ensuring technical solutions meet the defined business needs.
● Testing & Demos: Organize and coordinate comprehensive end-to-end test cases for User Acceptance Testing (UAT) and conduct user demos.
● Change Management: Support the implementation and go-live of new features by helping establish training, documentation, and communication plans.
● Continuous Improvement: Solicit user feedback to iterate on existing tools and define standard metrics to measure the outcome of implementations.
● Implementation Support: Partner to build and deploy tools, ensuring technical solutions meet the defined business needs.
● Testing & Demos: Organize and coordinate comprehensive end-to-end test cases for User Acceptance Testing (UAT) and conduct user demos.
● Change Management: Support the implementation and go-live of new features by helping establish training, documentation, and communication plans.
● Continuous Improvement: Solicit user feedback to iterate on existing tools and define standard metrics to measure the outcome of implementations.
What You’ll Need
● Education: Bachelor’s Degree in a business or technical field.
● Experience: 5+ years of experience as a Salesforce Administrator/Business
Analyst
● Technical Proficiency: Salesforce, proven experience with Salesforce administration and declarative development (Flows, Process Builder, etc.). Salesforce Certification (Admin or App Builder) is strongly preferred.
● Communication: Strong verbal and written communication skills with the ability to distill complex concepts for different audiences.
● Problem Solving: Ability to structure ambiguous problems and independently determine methods to execute solutions with limited assistance.
● Ability: to handle multiple tasks simultaneously while remaining self-directed and comfortable with shifting priorities.
● Collaboration: Nurture positive working relationships within established networks and work effectively in a team-based environment.
Preferred Qualifications
● Financial or payment industry experience.
● Experience working in an Agile environment.
● Lean Six Sigma experience or familiarity with process improvement methodologies.
● Excellent proficiency in Google Suite and MS Office.
● Financial or payment industry experience.
● Experience working in an Agile environment.
● Lean Six Sigma experience or familiarity with process improvement methodologies.
● Excellent proficiency in Google Suite and MS Office.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Top Skills
Google Suite
MS Office
Salesforce
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