Salesforce Client Success Analyst - Adoption & Roadmap

Gen II; New York, Boston, Dallas, Denver (NY, MA, TX, CO); Hybrid; USD 105,000 - 135,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Gen II Fund Services is seeking a Client Success Analyst in Denver, Colorado, to support its Salesforce platform and enhance client services. This role involves documenting business needs, facilitating stakeholder sessions, and ensuring product alignment with business goals.

Preferred qualifications include a Bachelor’s degree and over 3 years in technical business analysis or financial services, along with Salesforce experience. The position offers a hybrid work model and a competitive salary ranging from $105,000 to $135,000, plus bonuses.

Qualifications

• 3+ years of technical business analysis experience, particularly in financial services.
• Salesforce platform experience (Cloud types) is preferred.
• Bachelor’s degree in relevant fields required.

Responsibilities

• Analyze and document business requirements from stakeholders.
• Collaborate with technical teams to translate requirements into solutions.
• Manage product releases and user adoption processes.

Skills

Technical business analysis

Salesforce experience

Financial services knowledge

Organizational skills

Communication skills

Problem-solving ability

Education

Bachelor’s degree in business, Finance, or IT

Tools

Azure DevOps

JIRA

Sales Cloud

Service Cloud

Experience Cloud

Job description

Who is Gen II?

With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

Gen II Fund Services is looking for a Client Success Analyst to support and advance its Salesforce platform and centralized client portal. This individual will bridge business needs and technical delivery, driving platform adoption, documenting requirements, and ensuring solutions align to Gen II's client service and operational goals. The role reports to the Salesforce Product Owner and works closely with the Salesforce Architect and Administrator.

Year One Objectives

• 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.

What You'll Be Doing

Requirements & Delivery

• 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.
• 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.

The Ideal Background

Experience

• 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.
• 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.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.