Salesforce Business Analyst

4 weeks ago


San Francisco, California, United States Jordan Park Group Full time
About the Role

We are seeking a highly skilled Salesforce Business Analyst to join our team at Jordan Park Group. As a key member of our team, you will be responsible for building expertise in our Salesforce system and how it serves the needs of our client advisors and business operations.

Key Responsibilities

* Building expertise in our Salesforce system and how it serves the needs of our client advisors and business operations
* Writing and producing communication documents
* Writing usage guides, workflow documentation, user stories and more
* Testing features and releases with the development team
* Developing and delivering training materials and education sessions
* Collaborating with our stakeholders to provide insight and gather feedback
* Identifying opportunities for process improvement
* Providing user support, troubleshooting issues and assisting as needed

About You

We are looking for someone with some exposure to working with a CRM and extensive Salesforce CRM deployment experience. You should be optimistic, energetic and a good communicator, quick to learn new things and known for pitching in wherever needed. You should also have a strong work ethic, outstanding attention to detail and a proven track record of success that others can attest to.

Qualifications

* Degree in a related field such as Business, Finance, Communications, English or Engineering
* 1-3 years of Salesforce ecosystem experience
* Strong writing and deck-creation skills
* Web-savvy with a knack for operating SaaS platform software

What We Offer

We offer a competitive base salary, discretionary year-end bonus, benefits and other perks. Our benefits package includes medical, dental & vision insurance, 401k participation with employer contribution, generous paid time off, commuter benefits program, fitness reimbursement, annual professional development and mindfulness stipend. We are an equal opportunity employer and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.

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