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
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