Salesforce Business Analyst

We are a global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors.

Requirements

• Partner with business stakeholders across the firm to gather, analyze, and document business requirements
• Translate business requirements into clear functional requirements, user stories, acceptance criteria, and process flows
• Facilitate workshops, discovery sessions, and backlog grooming meetings
• Collaborate with Salesforce Administrators and Developers to ensure solutions align with business needs, including audit, risk, and compliance requirements
• Produce high-quality documentation including business requirement documents (BRDs), functional specifications, and process diagrams
• Support User Acceptance Testing (“UAT”) planning and execution, including test case creation, defect tracking, and validation of business outcomes
• Partner with reporting teams to define dashboards and key metrics aligned to business goals
• Support other Salesforce team initiatives
• Provide Project Management support to Salesforce Team, including attending project-related meetings, documenting next steps, sending recap emails, and entering next steps in Jira, the team’s project management tool
• Review Jira work items weekly to keep stories updated, identify risks, blockers, etc.
• Assist with release communications, including drafting email announcements, training guides, and PowerPoint slides
• Support other Salesforce team initiatives

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan