Salesforce Business Analyst

apartmentMichael Page placeNew York calendar_month 

About Our Client

A Global Investment Management Firm known for its extensive range of financial products and services, including asset management, risk management, and advisory services.

Job Description
  • Conduct business analysis for changes, enhancements, and error resolutions within the Salesforce application, including writing and reviewing specifications for both business and IT teams.
  • Define requirements, collaborate with development and testing teams, and oversee the execution of test plans, cases, and enhancements to ensure alignment with business goals.
  • Perform data analysis to provide logical insights and create detailed release notes, while managing information reporting requirements effectively.
  • Monitor and evaluate new Salesforce release features to ensure seamless implementation without disrupting current functionality.
  • Assist in User Acceptance Testing (UAT), liaise with internal stakeholders and external vendors, and ensure solutions meet business requirements and expectations.
THIS IS A HYBRID ROLE REQUIRING 3 DAYS ONSITE IN NEW YORK CITY!MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.

MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant
  • A minimum of 5 years' relevant experience as a Business Analyst in a financial institution, investment bank, or blue-chip corporate, with at least 2-3 years' hands-on experience in Salesforce CRM.
  • Professional experience in the financial services industry, with a strong understanding of the investment management business and technical troubleshooting on the Salesforce platform.
  • Salesforce certification and knowledge of Salesforce Apex is advantageous, along with a tertiary qualification in IT or a related field. Additional business analysis certifications (e.g., BABOK, CBAP, CCBA) are a plus.
  • Proven experience in Salesforce CRM implementations, business process improvements, and configuring Salesforce. Experience in training staff on new Salesforce functionalities and processes is highly valued.
  • Strong understanding of SDLC processes, testing strategies, Object-Oriented Analysis and Design, and Agile work practices, along with proficiency in Visio or other process/system mapping software.
  • Experience with Salesforce Apps, including Experience Sites, Account Engagement (Pardot), and Salesforce Lightning interface, is essential.

What's on Offer

This position offers great pay and benefits!Apply today using the link and your resume will be reviewed within 24 hours!

apartmentG MASSplaceNew York
We are seeking an experienced Regulatory Reporting Business Analyst/Project Manager (Hedge Fund) with deep expertise in US financial regulations to join a high-performing team within a leading hedge fund in New York City. This is an initial six...
check_circleNew offer

Business Analyst- Value Stream

apartmentRobert HalfplaceNewark, 9 mi from New York
Value Stream Management Business Analyst Location: Newark, NJ Are you a dedicated professional passionate about process improvement and helping businesses deliver exceptional value to their customers? We are seeking an experienced Value Stream...
apartmentMichael PageplaceNew York
and provide Salesforce training.  •  Perform data analysis and generate business reports to assist management in decision making.  •  Ensure data integrity and maintain system reliability and performance.  •  Assist in the development of project scopes...