SALESFORCE BUSINESS ANALYST -- HYBRID IN NYC

Salesforce Business Analyst

Location: NY Metro, 3 days in office

Type: Consultant

Financial industry background prefered 

Experience: 6-8 years of Salesforce CRM experience

Platform

 Gain a deep understanding of the business and IT processes, logic, and applications

supporting the sales and investor relations business functions and translate into clear

process documents and visuals

 Become an expert on the data and how it is all interconnected, be able to easily tell

whether a report looks correct, be able to help developers connect data with joins to obtain

the correct results

 Suggest, implement, and test process improvements, especially leveraging prior

experience in fundraising and marketing efforts, contacts management, events

management, investor accounts, tax, and compliance reporting

 Interpret user requests in layman’s terms, translate that into technical tasks, and build new

fields, workflows, and sophisticated and polished reports that will help the Sales team

track activities, increase outreach rates, etc.

 Analyze various contact, investor, and financial data to suggest and create new health

checks or reconciliations, and work with the business team and IT team to maintain data

quality

 Partner with the IT development team to design and provide clear requirements and visuals

documentation on the product to be built via web applications, SQL queries, APIs, etc.

 Work with the QA team to develop test cases/scenarios as a part of the SDLC process and

help them troubleshoot when there are data discrepancies or determine certain

discrepancies are acceptable (and be able to explain why)

 Help the IT team stay organized by updating the Azure Boards ticketing system and track

status updates for our deliverables

 Research and test new potential applications for the teamRequired Skills

 Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs,

creating workflows, setting up fields, data uploads, building inline reporting

 Experience in the buy-side finance industry, including PE and open-ended funds

 Visio – taking descriptions of processes and converting into a meaningful Visio diagram with

swim lanes

 Excel – Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of

data into a meaningful summary for business users

 Power BI – build reports from preset views or custom SQL queries, joining multiple data

sources, adding Calculated Fields and Parameters to create a visual, interactive experience

for business users

 SQL – Writing and editing basic queries based on preset views, ability to look at a query to

help troubleshoot

 Deep understanding of how data is connected, comfortable joining different tabs in Excel

at a minimum, ideally also able to join datasets within SQL

 Ability to communicate technical information with colleagues as well as senior

management who may not have a technical background, be able to understand what a

business user needs and explain that in technical terms to the development team

 Collaborate with power users and partner with other team members to arrive at the best

possible solutions to problems presented by the business

 Meticulous attention to detail, ability to compare different datasets, determine how they

differ and troubleshoot differences with QA team

 Commitment to data quality and completeness and is willing to perform some various

tasks to ensure data accuracy

 Independent work ethic, highly organized and adaptable in a fast-paced, high stakes

environment, ambition to proactively seek answers and improve process