Business Analyst - Salesforce

• Build relationships with key stakeholders across business, product, and technology teams.
• Execute items in the Salesforce backlog in support of Gen II's strategic goals.
• Refine and deliver the Salesforce enhancement roadmap.
• Develop and implement a communication and adoption plan for the platform.

• Solicit, analyze, and document business requirements from stakeholders and SMEs, including current and future state functionality, data flows, UX, and reporting.
• Facilitate working sessions to drive requirements alignment and manage competing priorities.
• Translate business requirements into user stories, acceptance criteria, and technical specifications in collaboration with the Salesforce Architect and development team.
• Create process maps, swim-lane diagrams, and data flow documentation.
• Build, coordinate, and execute test plans including UAT with business users; log, prioritize, and track defects through resolution.
• Support platform configurations, releases, and post-deployment validation.

 Product & Roadmap

• Partner with the Product Owner to prioritize the backlog and identify enhancements for the roadmap.
• Manage product releases, ensuring documentation and product information is current.
• Assist with data analysis and risk assessments to define how solutions address business goals.
• Coordinate with internal and external resources, including vendor and third-party oversight.

 Adoption & Collaboration

• Drive platform adoption by educating users on best practices and new features.
• Produce user guides and training documentation for released features.
• Partner with users to identify pain points and opportunities for improvement.
• Collaborate with worldwide cross-functional teams and clients to ensure Salesforce aligns to key business and client requirements.
• Understand interdependencies between technology, operations, and business needs to drive successful outcomes.
• Contribute to best practices, templates, policies, and tools that mature client success capabilities across the organization.

• Bachelor’s degree in business, Finance, IT, or related field; Finance (Accounting, Economics) and/or STEM degree a plus.
• 3+ years of technical business analysis experience; financial services experience required.
• Salesforce platform experience preferred (Sales Cloud, Service Cloud, Experience Cloud, or Financial Services Cloud).
• Gen II client service operations experience preferred.
• Experience with data integrations and data mapping.
• Private equity or fund administration experience a plus (fund structures, investor reporting, fee calculations).
• Familiarity with Azure DevOps, JIRA, or similar backlog management tools.
• Agile SDLC and/or project management experience; change management experience a plus.
• Experience leveraging AI tools across any phase of the SDLC a plus.

• Excellent organizational, time management, and communication skills — including with clients and executives.
• Strong attention to detail and accuracy.
• Creative and analytical problem-solver who can work effectively across teams.
• Able to prioritize, multi-task, and deliver results in a dynamic, high-growth environment.
• Comfortable with ambiguity, shifting priorities, and pressure.
• Self-motivated with a passion for working with people.

The salary range for this position is $105,000 - $135,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.