Salesforce Business Analyst/Admin/Excel

Required Salesforce Business Analyst/Admin/Excel

Required Candidate Location: Hybrid/NYC 3 days a week No relocation

Contract Duration: 1 year+

Contract Status : Any

Type of Interview Required: Video

Candidate Visa's Accepted: No Opt.

Candidates All-inclusive Rate:

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.

***MUST HAVE:

CANDIDATES MUST WORK IN LARGE ENVIRONMENTS, LIKE FORTUNE 500 COMPANIES AND HAVE EXCELLENT COMMUNICATION SKILLS. PLEASE DOUBLE SCREEN FOR COMMUNICATION SKILLS AND ONLY SEND ME CANDIDATES WHO SPEAK LIKE THEY HAVE ENGLISH AS A FIRST LANGUAGE. IF YOU ARE IN DOUBT, DON'T SEND. I NEED PERFECT COMMUNICATION SKILLS.

NO CAPITAL MARKETS REQUIRED

10+ YEARS AS A SFDC BUSINESS ANALYST

RECENT EXCEL EXPERIENCE

EXCELLENT COMMUNICATION SKILLS

MUST HAVE RECENT LOCAL PROJECTS.

UPDATE: THIS POSITION HAS BEEN REPRIORITIZED! THE MANAGER IS BACK AND LOOKING TO SET UP INTERVIEWS FOR THIS WEEK. CANDIDATES WITH ENGLISH AS A FIRST LANGUAGE STRONGLY PREFERRED AND CANDIDATES NEED PERFECT COMMUNICATION SKILLS WITH NO ACCENT. *** CANDIDATES MUST HAVE EXPERIENCE WORKING WITH EXCEL. ***CANDIDATES MUST HAVE RECENT LOCAL PROJECTS AND NO RELOCATION CONSIDERED.

**** WE NEED CANDIDATES WITH NO ACCENT AND PROBABLY ENGLISH AS A FIRST LANGUAGE. CANDIDATES ARE NOT PASSING DUE TO COMMUNICATION SKILLS. CAPITAL MARKETS EXPERIENCE AND EITHER SFDC BUSINESS ANALYST OR SFDC ADMINISTRATOR. CANDIDATES WITH LOCAL PROJECTS PREFERRED. - NO RELOCATION CONSIDERED.

UPDATE: The manager will also consider Salesforce Administrators out of Capital Markets environments. This is largely a support position.

Requirement Notes (Candidate Job description below) : We need a senior (10+ years) Salesforce Business Analyst with experience supporting SFDC projects in Capital Markets Environments. Candidates must be able to do both Traditional BA work as well as Troubleshooting/support Salesforce issues. Candidates must have Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar) as well as a Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows. ****CANDIDATES MUST HAVE PERFECT COMMUNICATION SKILLS WITH NO ACCENT. CANDIDATES WITH ENGLISH AS A FIRST LANGUAGE PREFERRED BUT NOT REQUIRED. CANDIDATES MUST ALSO HAVE RECENT CAPITAL MARKETS/TRADING EXPERIENCE NOT RETAIL OR COMMERCIAL BANKING. - NO RELOCATION CONSIDERED.

*** All submittals must Include:

1. Driver's license or State ID

2. Link to the candidates LinkedIn account.

3. Below submittal Format

*** Experience required on a resume and for submittal:

1. How many years working with: Salesforce Business Analyst or Administrator

2. How many years working with: Local PROJECTS

3. How many years working with: Salesforce configuration, automation logic, Apex concepts, and Flows

4. How many years working with: Salesforce End user support

5. How many years working with: EXCEL

*** Please provide all the below information in the required format for Client submittal along with State ID or Driver's License. All the requested details must be supplied for client submittal.

Full Name:

Candidates Rate:

Candidates current (Now) Location:

Availability to Interview: One Day's notice

Availability to Start:

Email Address:

Phone Number:

Visa Status:

Education - College/Year of graduation:

Link to LinkedIn?

Certifications (Please list)?