Job Description

Job Title: Salesforce Business Analyst

Location: NYC NY (Hybrid)

Locals only

Experience: 10 years

Key Responsibilities

• Partner with Fundraising and Investor Relations stakeholders to gather document and refine detailed business and functional requirements.
• Translate business needs into scalable Salesforce solutions in collaboration with developers and architects.
• Analyze troubleshoot and support Salesforce production issues including pipeline and workflow challenges.
• Work with Apex Salesforce Flows and platform configuration to understand system logic and recommend enhancements.
• Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows automation and reporting.
• Create user stories process flows BRDs and functional specifications aligned with Agile delivery practices.
• Act as a liaison between business users technology teams and external vendors to ensure solutions meet operational and regulatory requirements.
• Support data integrity initiatives investor onboarding workflows and CRM enhancements tied to fundraising activities.
• Participate in solution design sessions UAT coordination and release planning.
• Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience.

Required Qualifications

• Strong experience as a Salesforce Technical Business Analyst within financial services (asset management private equity hedge fund or similar).
• Solid understanding of Salesforce configuration automation logic Apex concepts and Flows .
• Experience troubleshooting pipeline or workflow issues within Salesforce environments.
• Proven ability to write high-quality business requirements and collaborate closely with engineering teams.
• Strong communication skills with the ability to quickly learn complex business processes and stakeholder needs.

Preferred Skills

• Experience supporting Fundraising Investor Relations or CRM platforms in alternative asset management.
• Familiarity with Agile/Scrum delivery models and stakeholder workshops.
• Background working in regulated financial environments with strong attention to data governance and process controls.

Job Tags

Similar Jobs