Business Analyst with Salesforce Exp

LIS Solutions; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

LIS Solutions is seeking a Business Analyst with Salesforce experience in New York, NY. The ideal candidate will have 7-10 years of experience, preferably in wealth management, and must possess a strong understanding of Financial Service Cloud and Marketing Cloud.

You will collaborate with QA, UAT, DEV, and PM teams to support project functions and communicate effectively across departments. This role may require support for weekend deployments as needed.

Qualifications

• 7-10 years of experience in a related role.
• Experience writing functional and non-functional documents.
• Collaborated with QA/UAT/DEV/PM to support project function.

Responsibilities

• Implement Salesforce CRM solutions.
• Support weekend deployments as needed.
• Communicate effectively with stakeholders.

Skills

Salesforce CRM implementation

Wealth management

Financial Service Cloud

Marketing Cloud

Agile methodologies

Communication Skills

Job description

Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. This institution can provide a superior foundation for building a professional career— a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Technology works as a strategic partner with our client’s business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Our client’s sizeable investment in technology results in quantitative trading systems, cutting-edge modelling and simulation software, comprehensive risk and security systems, and robust client‑relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses—and to our own. Institutional Corporate Technology (ICT) is part of Technology. This group is responsible for developing enterprise applications for a diverse set of businesses including Fixed Income, Equities, Commodities, Investment Banking, Research, and Global Capital Markets. In addition, ICT provides technology solutions for client‑aligned groups and company‑wide divisions, such as Finance and Operations, post‑trade functions within the Institutional Securities Group and standardized data and enterprise‑wide services to provide leverage to the Firm's businesses.

Job Description

Business Analyst with Salesforce experience.

• Must have Salesforce CRM implementation experience
• Experience in wealth management strongly preferred
• Strong understanding of Financial Service Cloud and Marketing Cloud required
• Must have experience in an agile environment as well as agile
• Excellent communication skills
• Experience writing functional and non-functional documents, process flows
• Must have collaborated with QA/UAT/DEV/PM to support project function
• Should be able to support weekend deployments as needed
• 7-10 years of experience

Additional Information

All your information will be kept confidential according to EEO guidelines.