Product Analyst-Salesforce

Corient; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Job summary

A wealth management firm in Charlotte is seeking a Product Analyst - Salesforce to manage product operations and enhance Salesforce functionalities. The ideal candidate will have 2-3 years in a product role and experience in the financial services industry. Strong communication and analytical skills are essential. This role offers a comprehensive benefits package and growth opportunities.

Qualifications

• 2-3+ years of experience in a Product-related role.
• Preferred work experience in Financial Services industry.
• Demonstrated expertise or willingness to obtain Salesforce certification.

Responsibilities

• Own day-to-day product operations within Salesforce CRM.
• Drive strategic business outcomes through Salesforce.
• Develop user training materials and engage with users.

Skills

Salesforce expertise

Analytical skills

Effective communication

Project management

Attention to detail

Tools

Jira

Excel

PowerPoint

Job description

Join to apply for the Product Analyst - Salesforce role at Corient.

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Corient does not offer employment sponsorship. All candidates must be legally authorized to work in the United States without current or future visa sponsorship.

Responsibilities

• Own day-to-day product operations and enhancements for suite of product features within our Salesforce CRM
• Drive strategic business outcomes and continuous operational improvements through the usage of Salesforce
• Build specific technical requirements for Salesforce configuration, features, and workflows
• Work with Product Development team to develop, configure, and test features
• Develop and maintain robust user training materials and engage with users to ensure consistent product usage
• Ingest, prioritize, manage, and resolve Salesforce assistance requests

Qualifications & Requirements

• Distinguished academic track record
• 2-3+ year work experience in a Product-related role
• Preferred work experience in Financial Services industry
• Demonstrated expertise and certifications in Salesforce or willingness to obtain administrator/consultative certification within 90 days
• Experience with key enterprise tooling, e.g., Jira, PowerPoint, Excel
• Familiarity with Salesforce integrations with other 3rd party systems
• Preferred experience engaging with client servicing, sales operations, Dev Ops, and QA teams
• Ability to translate complex business requirements into technology features, optimizing for simplicity, scalability, and effectiveness
• Effective communication, both orally and in writing
• Strong analytical, problem-solving, and critical thinking skills
• Ability to lead product-related projects end-to-end with minimal supervision
• Manage projects and prioritize tasks effectively to deliver key projects
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.