Salesforce CRM Business Analyst (Capital Markets)

Hi,

The following requirement is open with our client.

Title                                       : Salesforce CRM Business Analyst (Capital Markets)

Location                               : Hamilton Township, NJ (Onsite)

Duration                              : 6+ Months 

Relevant Experience (in Yrs.): 8+

Job Description:

·         Work closely with Capital Markets teams (Sales & Trading, Research, Syndicate, Compliance) to gather and analyze business requirements.

·         Translate business needs into Salesforce solutions using Sales Cloud, Service Cloud, and Financial Services Cloud.

·         Create detailed documentation including user stories, functional specifications, process flows, and acceptance criteria.

·         Analyze existing workflows and identify opportunities for automation and process improvement.

·         Design Salesforce features for deal management, investor onboarding, account hierarchy, and relationship tracking.

·         Support Capital Markets activities such as IPOs, ECM, DCM, M&A, and investor allocation processes.

·         Collaborate with Salesforce Administrators, Developers, and Architects to implement scalable CRM solutions.

·         Lead User Acceptance Testing (UAT) including test case creation, execution, and defect tracking.

·         Ensure Salesforce solutions comply with regulatory requirements such as KYC/AML, SEC, FINRA, and MiFID II standards.

·         Define data models, data mappings, and integration requirements with trading, research, and compliance systems.

·         Build and maintain Salesforce dashboards and reports for business users and leadership teams.

·         Conduct stakeholder workshops, training sessions, and product demos.

·         Maintain and prioritize the product backlog based on business priorities.

·         Act as a bridge between business teams and technical teams to ensure clear communication and delivery.

·         Provide ongoing support and continuous improvement for Salesforce platforms in a fast-paced Capital Markets environment.

Must-Have Skills:

• ·         Salesforce
• ·         Capital Markets Domain Knowledge
• ·         Business Analysis

Thanks and Regards,

Grace

Technical Recruiter |ASCII Group LLC. 

Email:  |Direct:

38345 W. 10 Mile Rd, Ste.#365; Farmington, MI 48335