Salesforce Business Analyst

Position: Salesforce Business Analyst

Client: Mayfair Capital

Location: NYC (#Hybrid)

Go through the highlighted skills, what the client looking for.

UPDATE: The manager will also consider Salesforce Administrators out of Capital Markets environments. This is largely a support position.

Requirement Notes (Candidate Job description below) : We need a senior (10+ years) Salesforce Business Analyst with experience supporting SFDC projects in Capital Markets Environments. Candidates must be able to do both Traditional BA work as well as Troubleshooting/support Salesforce issues. Candidates must have Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar) as well as a Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows.

****CANDIDATES MUST HAVE PERFECT COMMUNICATION SKILLS WITH NO ACCENT. CANDIDATES WITH ENGLISH AS A FIRST LANGUAGE PREFERRED BUT NOT REQUIRED. CANDIDATES MUST ALSO HAVE RECENT CAPITAL MARKETS/TRADING EXPERIENCE NOT RETAIL OR COMMERCIAL BANKING.

Job Description:

Key Responsibilities:

• Partner with Fundraising and Investor Relations 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.
• Work with Apex, Salesforce Flows, and platform configuration to understand system logic and recommend enhancements.
• Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows, automation, and reporting.
• Create user stories, process flows, BRDs, and functional specifications aligned with Agile delivery practices.
• Act as a liaison between business users, technology teams, and external vendors to ensure solutions meet operational and regulatory requirements.
• Support data integrity initiatives, investor onboarding workflows, and CRM enhancements tied to fundraising activities.
• Participate in solution design sessions, UAT coordination, and release planning.
• Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience.

Required Qualifications:

• Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar).
• Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows.
• Experience troubleshooting pipeline or workflow issues within Salesforce environments.
• Proven 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.

Preferred Skills:

• 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.