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Salesforce Business Analyst/Admin/Capital Markets


This job is now closed

PayCompetitive
LocationNew York/New York
Employment typeFull-Time
  • Job Description

      Req#: 26-00693
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Competitive salary based on experience
      - Opportunity for career advancement and growth within the organization
      - Hybrid work model, offering flexibility between remote work and in-office collaboration
      - Engaging work environment with a focus on continuous improvement and innovation
      - Chance to influence and optimize Salesforce solutions in a dynamic financial services sector

      What to Expect (Job Responsibilities):
      - Partner with stakeholders to gather, document, and refine detailed business and functional requirements
      - Translate business needs into scalable Salesforce solutions in collaboration with developers and architects
      - Analyze, troubleshoot, and support Salesforce production issues, including pipeline and workflow challenges
      - Evaluate current Salesforce setup and identify opportunities to optimize workflows, automation, and reporting
      - Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience

      What is Required (Qualifications):
      - Minimum of 10 years of experience as a Salesforce Business Analyst or Administrator within financial services
      - Strong understanding of Salesforce configuration, automation logic, Apex concepts, and Flows
      - Proven experience troubleshooting pipeline or workflow issues within Salesforce environments
      - Demonstrated ability to write high-quality business requirements and collaborate closely with engineering teams
      - Strong communication skills with the ability to quickly learn complex business processes and stakeholder needs

      How to Stand Out (Preferred Qualifications):
      - Experience supporting Fundraising, Investor Relations, or CRM platforms in alternative asset management
      - Familiarity with Agile/Scrum delivery models and stakeholder workshops
      - Background working in regulated financial environments with strong attention to data governance and process controls

      #FinancialServices #Salesforce #BusinessAnalyst #CapitalMarkets #CareerOpportunity
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