Salesforce Business Analyst

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

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

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.

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.

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

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

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.