Salesforce Business AnalystAdminExcel

Hello There

My name is Himanshu and I serve as the Recruitment Manager at Nexiva INC. I am reaching out to share an excellent career opportunity for the role of Salesforce Business Analyst with our esteemed client. If you are interested then please share your updated resume at

Job Description

Position : Salesforce Business Analyst

Location : NYC NY Hybrid - Onsite 3 days a week No relocation Need Local only

Duration : 1 year

Descritption:

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.

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.

• 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.