We are a global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the worldâs 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 (âUATâ) 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 teamâs 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