Salesforce Business Analyst

Date: Jul 16, 2026

Primary Location: Omaha, NE, US

Company: Lincoln Financial

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #: 76302

The Role at a Glance

We are excited to bring on a motivated Salesforce Business Analyst to our Workspace Solutions – Salesforce and CRM Center of Excellence team. In this role, you will help carry out the GP and RPS Salesforce Strategy through dedicated agile pods working on prioritized projects for multiple Salesforce platforms.   You will consult/analyze and deliver on project specific assignments and act as a resource to applicable internal stakeholders. You will also consult and collaborate with business and IT stakeholders to define and validate business solutions that meet their needs, goals, and objectives.

What you'll be doing

• Development of Salesforce CRM requirements: planning, prioritization, scope, effort estimations and traceability to downstream and upstream teams/applications
• Consult, collaborate, and serve as a resource to team members and key internal and/or external stakeholders to elicit more complex business issues, determine root cause(s), and capture business needs
• Determine more complex best practices and suggest how to improve current practices
• Partner with and ensure consistent/effective communication with agile pod and peer teams
• Identifies and recommends process improvements that significantly reduce workloads or improve quality of assigned area(s)
• Act as liaison between Business and IT partners ensuring clear understanding of user stories and business requirements for design
• Management of User Licensing and Provisioning within the Salesforce platform
• Triage cases that consist of additional user support, training needs, enhancement requests, and large projects

What we’re looking for

Must-haves:

• 3-5+ plus years of experience in business analysis; project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure and meeting deadlines
• 3-5+ years of experience with Salesforce CRM
• 4 Year/Bachelor’s Degree or equivalent work experience (4+ years of experience that aligns with the duties of the role)
• Ability to define problems, analyze complex information, collect data, establish facts, and draw valid conclusions and solutions
• Strong collaborator and communicator
• Demonstrates strong project management leadership skills with the capacity to manage and drive multiple efforts of work simultaneously in a time-sensitive environment

Nice-to-haves:  

• User acceptance testing experience
• Agile methodology experience

Application Deadline

Applications for this position will be accepted through 9/1/26, subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $72,900 - $131,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 

Nearest Major Market: Omaha
Nearest Secondary Market: Council Bluffs
Job Segment: Business Analyst, CRM, Social Media, Project Manager, Technology, Finance, Marketing

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The mention of any specific securities or life insurance product on this site, in any Webcast or press release, is presented for informational purposes only. This site and the information contained herein does not constitute an offer or a solicitation of an offer for the purchase of any securities or insurance product. An offer for securities can be made by prospectus only. All companies mentioned herein are affiliated companies of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Each affiliate is separately responsible for its own financial and contractual obligations. © 2022 Lincoln National Corporation. All Rights Reserved. LCN-5360341-122022