Salesforce Business Analyst

CRM Business Systems Analyst

• Will act as subject matter expert in CRM, BI Reporting and other Sales & Marketing tools and business process; providing support and guidance to users in the business
• Leads user acceptance testing, develop test scripts and conduct test execution. Document and execute test plan and scripts efficiently and effectively.
• Participate with internal business areas to solicit end user requirements, gain understanding of the purposes or goals of various processes, offerings, or practices. Ensure full understanding of impact to existing Salesforce platform.
• Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.
• Supporting production issues, managing vendor/system releases, and actively managing user priorities.
• Conduct appropriate analysis of existing data to help identify patterns, aid in data quality and support business cases.
• Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiency.

• Experience supporting Sales Distribution, Client Service, Marketing and Product Development organizations.
• Minimum of 2+ years CRM platform experience - Salesforce or other platforms
• Solid understanding of the business processes and workflows within Sales and Marketing
• 8+ years of Business Analysis experience
• Ability to lead projects; refines user stories, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.
• Knowledge of Financial Services/Asset Management Industry.
• Proven ability to structure SQL queries, understand stored procedures, experience with Business Intelligence Reporting tools and understanding of relational database models. MS SQL Server, Tableau.
• Strong analytical skills and ability to make independent decisions and develop creative solutions to support business strategies.
• Proven ability to prioritize and manage work effectively.
• Strong written and oral communication skills with a diverse group of associates and senior business leaders.
• Advanced skills with Microsoft Office tools (Word, Excel, Visio, and PowerPoint).

• Sales & Marketing experience, Asset Management a plus
• Data Science/Data Analytics background
• R and Python, a plus.
• BS / MS in Business Administration or Information Technology.
• Experience with Agile methodology, Jira experience a plus