Senior Salesforce Business Analyst – Wealth Management

Bay Shore Staffing; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Career growth potential

Collaborative environment

Job summary

A financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and analyzing business requirements to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5 years of experience and a Salesforce Administrator certification. Competitive compensation and a collaborative environment are offered.

Qualifications

• 5+ years of experience as a Business Analyst.
• 3 years of hands-on Salesforce experience required.
• Experience in wealth management or financial services preferred.

Responsibilities

• Gather and document business requirements for Salesforce enhancements.
• Analyze workflows and recommend improvements.
• Serve as liaison between business teams and technical teams.

Skills

Salesforce expertise

Analytical skills

Problem-solving skills

Communication skills

Understanding of wealth management

Education

Salesforce Administrator certification

Salesforce Advanced Administrator or Business Analyst certification

Job description

A financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and analyzing business requirements to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5 years of experience and a Salesforce Administrator certification. Competitive compensation and a collaborative environment are offered.