Salesforce Business Analyst

Excel, Salesforce Admin, Business Analyst, Salesforce
Full Time
Depends on Experience
Work from home not available Travel not required

Job Description

Salesforce Business Analyst

San Francisco

Direct Hire

US citizens and Green Card Holders and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1B candidates at this time.

Our Client, a premier private equity firm, is seeking a Salesforce Business Analyst that will be responsible for implementing and managing SalesForce functionality and act as a knowledgeable liaison between technical teams and business stakeholders.

  • 2 years of Salesforce experience, including use of custom and standard fields and objects, workflow rules, data validation rules, and page layout changes

  • Experience in alternative investments, private equity or partnership accounting is a plus

  • Experience with SunGard DX, Investran, or RelSci is a plus

  • Candidate must possess strong organization skills who can multi-task and prioritize work load effectively

  • Demonstrate the ability to escalate issues when needed, while building strong relationships across multiple functions

  • Candidate must possess excellent written and verbal communication skills

  • Must have demonstrated track record of handling sensitive and confidential information in a professional manner

  • Strong Excel/analytics skills; proficient in other Microsoft Office applications

  • Intermediate level of Microsoft Excel required (vlookups, sumifs, etc.)

  • Ability to work successfully in a fast-paced and high energy environment

  • Ability to work both independently and in a team-oriented environment and across group lines to achieve firm-wide goals

Principal Responsibilities

  • Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements and technical updates

  • Develop and create customized reports and dashboards based upon the needs business unit partners

  • Create and manage custom field / objects, complex workflow rules, record types, data validation, page layouts, triggers, and third-party integrations

  • On/Offboard Salesforce Users and maintain Salesforce Users, Profiles and Role Hierarchy

  • Assist with data imports, exports, updates to SalesForce using DataLoader

  • Troubleshooting technical issues with the assistance of internal and external technical resources

  • Gather requirements from business stakeholders to implement new process changes and enhancements in Salesforce and related systems

  • Assist in supporting multiple applications and business units

  • Conduct end-to-end testing for new functionality launched in supported applications

  • Manage queue for tickets related to RelSci, Sungard DX, and SalesForce

Interested candidates should contact Kristen at or 603-571-5134

Posted By

Kristen Aziz

Dice Id : 90839886
Position Id : 5906097
Originally Posted : 7 months ago
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