Salesforce Business Analyst — Wealth Management (Agile)

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

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.