Salesforce Business Analyst/Admin/Excel

Salesforce Business Analyst/Admin/Excel - Mayfair Capital - Hybrid/NYC - 1 year+

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.