Salesforce Business Analyst

Role: Salesforce Business Analyst
Location: NYC, NY (3 days a week) – Local only

Contract Duration: 1 year+

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.

Thanks,
Kim Price

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