Salesforce Business Analyst- Private equity (Only on W2)

Title: Salesforce Business Analyst- Private equity

Location: New York, NY (Hybrid)
Duration: Long Term

Note: Only on W2

Job Responsibilities

·        Lead data migration efforts into Salesforce, including mapping companies, contacts, and business entities to Salesforce objects

·        Build and maintain Excel-based data mapping files using formulas (VLOOKUP, INDEX-MATCH, pivot tables, data validation) for field analysis, de-duplication, and data quality resolution

·        Write clear, comprehensive requirements documentation (BRDs, FRDs, user stories) with technical permutations and acceptance criteria

·        Create and manage JIRA tickets (Epics, Stories, Tasks) that accurately capture scope and enable developers to build without ambiguity

·        Work with software developers and QA engineers to understand deployment processes, sequence work, and meet deadlines

·        Engage directly with internal business stakeholders to understand processes, workflows, and data needs, and translate those into structured deliverables

·        Take detailed meeting notes and translate them into actionable documentation and open item trackers

·        Support 2-3 concurrent initiatives simultaneously, balancing priorities across workstreams

·        Create presentations and write effective status communications for leadership and project stakeholders

·        Prototype reports and dashboards in Salesforce to validate solutions with business users

Requirements

·        8+ years of experience as a Business Analyst in financial services, private equity, or alternative investments

·        Salesforce platform experience: understanding of objects, data model, CRM concepts, reports, and dashboards

·        Strong Excel proficiency: formulas (VLOOKUP, INDEX-MATCH, XLOOKUP), pivot tables, conditional formatting, data validation. Must be comfortable building data mapping files, not hard-coding values

·        Data mapping and data migration experience: source-to-target mapping, data profiling, data quality remediation, de-duplication

·        Requirements documentation experience: BRDs, FRDs, user stories with permutations and acceptance criteria

·        JIRA proficiency: creating and managing Epics, Stories, and Tasks; backlog grooming; sprint planning support

·        SQL or BI tool experience (Power BI, Tableau) for data analysis and reporting

·        Strong written and verbal communication skills: ability to present to business stakeholders and write clear, effective emails

·        Self-directed work style: ability to identify gaps, resolve issues proactively, and deliver complete work without constant oversight

·        US-based and authorized to work in the United States

·        Available to work onsite in Manhattan several days per month up to 4+ days per week in office