Salesforce Technical Analyst

Stifel, Incorporated; New York (NY); On-site; USD 105,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonuses

Health insurance

Tuition assistance

Certification support

Job summary

Stifel, Incorporated, a global wealth management and investment banking firm, is seeking a Salesforce Technical Analyst in New York. This role bridges business needs with technical Salesforce solutions, collaborating with stakeholders to gather requirements, assess feasibility, and implement scalable Salesforce features.

The position emphasizes data governance, testing, and end-user training, with opportunities to stay current on Salesforce technologies and optimize processes across the

Qualifications

• Bachelor’s degree or equivalent in CS/IT or related field.
• 3+ years Salesforce development/administration experience.
• Strong ability to elicit and analyze requirements.

Responsibilities

• Gather requirements and analyze feasibility with stakeholders.
• Design and implement scalable Salesforce solutions.
• Manage data imports/exports, cleansing, and deduplication.
• Develop and execute test plans (unit/integration/system).
• Provide end-user training and support on Salesforce.
• Collaborate with TA and Developers to support implementation.
• Identify process improvements and automation opportunities.

Skills

Salesforce knowledge

Requirements gathering

Data modeling

Apex/Lightning/LWC

SOQL/Data Load

Communication

Independent work

Education

Bachelor's degree in computer science or related field

Tools

Git

CI/CD

Salesforce DX

Aura/Visualforce

LWC

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success .

What You'll Be Doing

The Salesforce Technical Analyst will bridge the gap between business needs and technical solutions within the Salesforce platform. They will collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable and efficient Salesforce solutions.

What We're Looking For

• Collaborate with Business and Architects to elicit, document, and analyze functional and technical requirements.
• Develop clear and concise user stories and acceptance criteria to guide development and testing efforts.
• Design and develop technical solutions, including custom objects, fields, workflows, validation rules, Flows to meet business requirements.
• Manage Salesforce data, including data imports, exports, cleansing, and deduplication, to ensure data integrity and accuracy.
• Ability to clearly articulate the Salesforce Data model and objects/data security.
• Develop and execute test plans, including unit, integration, and system testing, to ensure the quality and reliability of Salesforce solutions.
• Work closely with TA and Developers to support the implementation.
• Provide end-user training and support on Salesforce functionality and processes.
• Identify opportunities for process improvement and automation within Salesforce, and recommend and implement enhancements.
• Continue to stay on top of the latest technologies and see how they can be applied to Stifel's needs throughout the organization.
• Uses negotiation skills and techniques to obtain agreement between different interests, challenges management constructively, bringing different views into the open.

What You'll Bring

• Strong problem-solving and analytical skills, excellent communication and collaboration abilities, and the ability to work independently and as part of a team.
• Deep understanding of Salesforce platform architecture, data model, security model, and development best practices. Familiarity with Apex, Visualforce, Lightning Web Components, and SOQL.
• Proven ability to communicate information and ideas in spoken or written form so that others will understand.
• Ability to deal with ambiguity and rapid change.
• Highly self-motivated and delivery focused.
• Displays awareness of the impact of actions on the business and demonstrates understanding of the context of the company and acts in line with it.

Education & Experience

• Minimum Required: Bachelor's degree in computer science, information technology, or a related field or equivalent work experience.
• Minimum Required: 3+ years of experience in Salesforce development or administration, with a strong focus on technical analysis and solution design.

Licenses & Credentials

• Minimum Required: Salesforce Certified Advanced Administrator and Salesforce Certified Sales Cloud Consultant
• Preferred: Salesforce Certified Platform Developer I

Systems & Technology

• Good knowledge to understand Apex, Aura, Visualforce, and LWC
• High-level proficiency with SOQL and Salesforce Data Load
• Previous experience with Git (or other version control systems) and CI/CD
• Experience implementing testing platforms and unit tests
• #LI-LL1

Compensation Range

Salary: USD $104,900.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, pro