Salesforce Analyst in Cleveland, OH at Key Bank- Corporate

Date Posted: 2/25/2018

Job Snapshot

Job Description

Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate.
As the Salesforce Analyst assigned to specific business, this individual is accountable for ensuring adoption of Key’s Commercial Salesforce instance at all levels of the sales teams. Work outcomes include Salesforce business requirements, business value realization and continuous improvement. Responsibilities include implementing Salesforce creating, tracking and presenting business requirements for new releases and the yearly roadmap for enhancements; and creating a vibrant and engaged community of Salesforce users. This position stays informed and understands all Salesforce instances at Key and partners with a variety of stakeholders within Corporate Bank and across Key as needed to ensure maximum benefit from the Salesforce investment.
  • Help improve existing performance of solutions to drive sales growth and enhance customer experience.
  • Establish, manage and assist the business teams in prioritization of Salesforce efforts
  • Gather and document the voice of the Salesforce user community to inform system development, UAT testing, releases, enhancements and adoption efforts as well as surface opportunities of continuous improvement
  • Develop use cases and stand-up incubator groups to drive adoption of new functionality
  • Establish and support Salesforce champions in the business
  • Implement change management plan for all end users – sales managers, sales and administrators
  • Develop, track and report user metrics – developing user/sales management insights and creating strategies to further increase usage by Sales and Sales Managers
  • Own the overall communication strategy to keep all users informed of changes and updates to the system with implementation support from Communications partners
  • Keep Salesforce Trustee and Steering Committee apprised of business unit needs, obstacles and opportunities
  • Partner with technology and the vendor to implement capabilities defined in the Salesforce roadmap
  • Maintain awareness of industry CRM trends and technology and identified opportunities to apply innovation to solve business issues

  • 2-5 years experience working with assessing business unit requirements and requests
  • Strong analytical and process design skills
  • Experience with the SFDC platform or other CRM system
  • Exposure to communications planning a plus
  • Action oriented and able to work with limited supervision.
  • Demonstrated understanding of enterprise data and ability to develop and recommend appropriate solutions.
  • Detail oriented and able to prioritize and manage multiple ongoing projects.
  • Executive presence and ability to effectively navigate all levels of the organization.
  • Ability to excel in a team-based environment.
  • Excellent interpersonal and communication skills.
  • Good communication skills, both oral and written
  • Detailed oriented, with the ability to communicate at varying organizational levels

  • Bachelor’s degree in Organizational Behavior, Finance, management information systems or Marketing
  • Change Management certification a plus
  • Database management, query writing, report writing, and/or data quality experience
  • Microsoft Excel, Access, Word and PowerPoint

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website,®, that provides account access and financial products 24 hours a day

Key Technology and Operations (KTO) provides efficient, reliable and secure technology, operational, and servicing functions to support business partners and clients across Key. It creates an effective variable cost technology delivery model that maximizes the return on IT spend and orchestrates the efficient use of corporate information and technology assets while supporting innovation that creates competitive distinction.


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

JobID: 27222BR