Salesforce Business Analyst

Charity Bank

Employment Type Full time
Location Hybrid · Kent, UK Tonbridge or remote considered (attend the office for a minimum of three days per month)
Team IT
Seniority Mid-level
  • Closing: 9:00pm, 16th Feb 2024 GMT

Perks and benefits

Candidate happiness

7.79 (98)

Job Description

At Charity Bank we use Applied for our recruitment. Applied aims to overcome unconscious bias in recruiting. Instead of using your CV alone, we'll be asking you to answer questions to test skills needed for the role. The responses are then anonymised, and reviewed in a random order by members of our team.  The Applied platform also asks some demographic questions before you start your application.  We at Charity Bank never see the responses to these demographic questions with your application. We only see summary statistics to help us check if our candidate pool is balanced and if everyone has an equal chance to get hired irrespective of their background. If you prefer, you can easily opt out of answering these questions.

Please email a member of the HR team ( if you require Charity Bank to make any reasonable adjustments to support you during our recruitment process. 

We request that you do not use generative AI as part of your application.

Please find a job profile below for more information about the role.


JOB PROFILE                                                                                                          January 2024


Job Title:                   Salesforce Business Analyst                                                                   

Contract:                  Permanent, full-time

Location:                  Tonbridge or Remote considered

Responsible to:        IT Manager


Overall Purpose of the Role


The Salesforce Business Analyst will lead on all aspects of Charity Bank’s Salesforce platform, responsible for flow design and architecture, development, production administration and maintenance. The individual will also be expected to support and develop other key business systems which feed into Salesforce such as our Aurius Core Banking system and Data warehouse (Training will be provided).

Key Priorities Include:

  • Introduce improvements to the current Salesforce platform for the loan journey flow to maintain a stable operational service.

  • Liaise with internal departments to understand business requirements and identify opportunities to use Salesforce to transform other key business processes. Assess opportunities for integration with existing Charity Bank core banking system and data warehousing solutions.

  • Scope options and build business cases that continuously improve the Bank’s Salesforce solution and then deliver the approved technical solution.

  • Maintain the integrity and compliance of our Salesforce system, processes and data.

  • Manage the collection, review, verification and reporting of Salesforce data for activities including: marketing, social impact, lending and savings.

Key Contacts:

Internally – All employees, line managers and members of the Executive Committee and Board.

Externally – Borrowers; various external professionals.


Other Requirements:

  • Some unsocial hours when needs arise.

  • If based remotely the appointee will be required to attend the Tonbridge office for a minimum of three days per calendar month.


Key Accountabilities:


System development

  • Develop the Salesforce system in conjunction with IT and other departments to support Charity Bank’s drive towards process automation and efficiency.

  • Document Business Requirements and process flows.

  • Design solutions to extend Salesforce further into key business process flows apart from Lending and integration with existing Charity Bank core platform, web presence and data warehouse.

  • Develop and maintain integration with other line of business applications.

  • Manage change development, deployment, testing and end user training in line with policies and procedures including ownership of Salesforce manuals/user guides. Eventual development of end-user owned training inventory.


System Maintenance

  • Manage the setup and maintenance of Charity Bank’s Salesforce platform to preserve integrity of production systems and meet the need of the business. 

  • Continually review and modify the system to increase benefits and usability.

  • Communicate system changes to the users in advance so they understand the change prior to implementation.

  • Provide support to line of business apps alongside the Business Systems Admin and help co-ordinate fixes, enhancements and releases.


Data Integrity

  • Create and embed new and existing processes to improve data management.

  • ·Comply with all applicable regulatory requirements including those of the internal policy and procedures, FCA, General Data Protection Legislation (“GDPR”) and direct marketing legislation.



  • Work with the Marketing team to manage collection, review and verification of data used to support Charity Bank’s marketing and communications activity.

  • Manage the collection, review and verification of data for used across the business.

  • Ensure the integrity and compliance of our prospect and borrower data.



  • Design solutions to manage collection, review and verification of data used to support reporting of Charity Bank’s Lending activity.

  • Ensure that data processes provide effective reporting of pipeline, profiling and journey.



Essential Experience

  •     Over 2 years’ relevant experience of Salesforce business analyst role

  •     Design and process automation

  •     Salesforce Lightning

  •     Working in Financial Services or similar regulated environment

  •     Negotiating and influencing a variety of internal audiences and stakeholders including senior management

  •     Excellent end-to-end project delivery skills

 Desirable Experience

  •     Working on a banking platform

  •     FormAssembly or similar Salesforce development tools

  •     Salesforce Pardot or similar marketing platform

  • Knowledge of lending products and product review frameworks

  •     Working with charities or social enterprises

  •     Knowledge of AML regulations

  •     Line management


Essential Attainments

  •     Graduate calibre


Desirable Attainments

  •     Bachelor’s Degree or above

  •     Salesforce ADM201 certification


Essential Special Aptitudes

  •     SQL Database development and data analysis

  •     Experience of manipulating data to provide information

  •     Data warehousing (WILF or similar)

Desirable Special Aptitudes

  •     Understanding of charities and social enterprises

  •     Knowledge of the social and charity sector

  •     Aurius core banking system

Essential Disposition

  •     Excellent interpersonal skills

  •     Influencing skills – good at getting a message across

  •     A self-starter and team player, but able to work on own initiative

  •     High personal integrity and empathetic

Essential Thinking Style

  •     Solution-focused, able to analyse a problem and present options to resolve it

  •     Pragmatic approach to problem-solving

  •     Well-organised and systematic in approach.

  •     Detail-conscious

  •     Does not waiver in pursuit of good outcomes in the best interest of Charity Bank


Essential Motivation

  •     Motivated to achieve personal targets to support the overall success of Charity Bank – results oriented

  •     Committed to own continuing personal development

  •     Ethical approach with a passion for charities and the social economy

  •     A champion of good practice














Removing bias from the hiring process

Applications closed Fri 16th Feb 2024


Removing bias from the hiring process

  • Your application will be anonymously reviewed by our hiring team to ensure fairness
  • You’ll need a CV/résumé, but it’ll only be considered if you score well on the anonymous review

Applications closed Fri 16th Feb 2024