Salesforce Business Analyst

Marlabs; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial technology company in New York seeks a Salesforce Business Analyst to enhance their Deal Pipeline team's efficiency. This role involves gathering and analyzing requirements, building reports, and ensuring data integrity across the sales platform. The ideal candidate should have strong experience with Salesforce, excellent analytical skills, and a commitment to data quality. Proficiency in Excel, Power BI, and SQL is essential. The role offers a chance to impact business processes significantly.

Qualifications

• Experience with Salesforce, Deal Cloud, and deal pipeline systems.
• Solid background in finance industry, especially PE funds.
• Ability to create meaningful Visio diagrams from descriptions.
• Proficiency in Excel functions like VLOOKUP and SUMIF.
• Expertise in Power BI for interactive reporting.

Responsibilities

• Gather requirements and build reports for the business users.
• Maintain data quality by analyzing various datasets.
• Support the IT team in documentation and troubleshooting.

Skills

Strong experience with Deal pipeline systems

Experience in deal origination and pipeline management

Visio

Excel Pivot Tables

Power BI

SQL

Deep understanding of data connections

Technical communication

Collaborative problem-solving

Meticulous attention to detail

Commitment to data quality

Job description

The role of Salesforce Business Analyst is within our Deal Pipeline team which manages the technology platform used by the Deal teams and Operations teams to support deal origination, prospects outreach, and pipeline management. This includes Salesforce Sales Cloud as the key system for deal management and other ancillary applications used for reporting such as a Power BI and Nintex Drawloop. The team also helps the business to achieve the highest possible data integrity within the scope of the companies, contacts, and deals.

RESPONSIBILITIES

We are looking for an enthusiastic, intuitive, and curious IT business analyst who can gather requirements, build reports, troubleshoot issues, and support our business users on a day-today basis.

As a member of the Deal Pipeline IT team the responsibilities include:

• Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and investor relations business functions and translate into clear process documents and visuals
• Become an expert on the data and how it is all interconnected, be able to easily tell whether a report looks correct, be able to help developers connect data with joins to obtain the correct results
• Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting
• Interpret user requests in layman’s terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc.
• Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality
• Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc.
• Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why)
• Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables
• Research and test new potential applications for the team

DESIRABLE SKILLS

• Strong experience with Deal pipeline systems (i.e., Salesforce, Deal Cloud), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting
• Experience in deal origination, prospects outreach, and pipeline management in the finance industry, including PE and open-ended funds
• Visio – taking descriptions of processes and converting into a meaningful Visio diagram with swim lanes
• Excel – Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users
• Power BI – build reports from preset views or custom SQL queries, joining multiple data sources, adding Calculated Fields and Parameters to create a visual, interactive experience for business users
• SQL – Writing and editing basic queries based on preset views, ability to look at a query to help troubleshoot
• Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL
• Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team
• Collaborate with power users and partner with other team members to arrive at the best possible solutions to problems presented by the business
• Meticulous attention to detail, ability to compare different datasets, determine how they differ and troubleshoot differences with QA team
• Commitment to data quality and completeness and is willing to perform some various tasks to ensure data accuracy