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Salesforce Analyst I

Company: GM Financial
Location: Arlington
Posted on: June 7, 2021

Job Description:


The Salesforce Analyst I will serve as a partner with business representatives to identify needs, define, prioritize and document requirements for solutions to address business opportunities. This person must demonstrate a strong ability to create business requirement documents and QA test scripts. This person must be skilled in delivering solutions using declarative configuration to create validation rules, workflows, page layouts, and process builders. The scope of work for this individual covers all stages of a project from requirements gathering through testing and training.



  • Serve as a subject matter expert and ensure projects are delivered on time
  • Build and foster relationships with business users, stakeholders and partners by displaying industry knowledge and expertise in the Salesforcecom platform
  • Analyze current business processes and champion the Salesforce team's proven ability to provide business process solutions that increase accuracy and efficiency
  • Prepare and maintain various detailed records, documentation, and reports in order to provide information for summaries, presentations, and ad hoc reports
  • Create functional business requirement documents
  • Participate in business requirements and technical requirements meetings
  • Develop and maintain a thorough understanding of data and information resources
  • Keep abreast of new SFDC features and functionality using this knowledge to provide recommendations for process improvements and update end users
  • Assess training needs, create and maintain training materials and user documentation, as well as provide user training
  • Act as a mentor to the Operations Specialist I and II
  • Knowledge of dependencies in requirements that may have an effect on other business processes or IT systems
  • Experience in user interface configuration, data transfer and cleansing via APEX Data Loader and/or SFDC Import Wizard
  • Perform other duties as assigned
  • Conform with all company policies and procedures



  • Working knowledge of GM Financial contract funding
  • Working knowledge of underwriting and contract funding processes, policies, and guidelines
  • User knowledge of underwriting and contract funding
  • Knowledge of account management systems, primarily Provenir and CPW
  • Working knowledge of effective fraud investigation/verification processes, tools, and resources
  • Knowledge of Lexis Nexis, Instant ID, Challenge Questions, SSA-89 Forms, 4506-T Forms and PACER
  • Working knowledge OFAC Report and Credit Bureau reporting
  • Understanding of effective detection, investigation, and resolution of consumer fraud-related matters
  • Advanced knowledge of communications principles and practices
  • Intermediate SFDC knowledge and hands on creation experience with objects, fields, workflow rules, process builder, SFDC Clouds
  • Basic knowledge of statistics and finance
  • Must understand and embrace the principles of GM Financial
  • Working knowledge of
  • Working knowledge of retail and lease origination and funding systems
  • Must have a good understanding of Dealer Service's operations
  • Understanding of systems that cover GM Financial's entire branch and funding operations
  • Working knowledge of reporting systems and languages to include SQL and SAS


  • Ability to manage assigned tasks and responsibilities with minimal supervision
  • Strong oral and written communication skills
  • Understanding of auto finance industry loan operations
  • Ability to interpret consumer credit bureau reports
  • Advanced analytical skills
  • Ability to work in a fast-paced environment and stressful situations
  • Ability to interpret corresponding credit activity as an effective investigatory resource
  • Good Word, PowerPoint, Excel and Project Management skills
  • Detail oriented with a keen focus on accuracy and effective reporting
  • Solid ability to select, lead, evaluate, and develop employees
  • Ability to effectively interact with internal and external customers
  • Good knowledge of Access
  • Working knowledge of finance and accounting principles


  • Bachelor's Degree in Business Administration or a related field, or equivalent work experience preferred


  • 0-2 years of experience working in the SFDC CRM platform required


  • Certified Administrator 1 Year required

Working Conditions

  • Normal office environment


Keywords: GM Financial, Arlington , Salesforce Analyst I, Other , Arlington, Texas

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