Salesforce Business Analyst Job at Key2Source, New York, NY

RWNVUEhQdU1ZOFY1NEp1bE9oa0YvSWNjaUE9PQ==
  • Key2Source
  • New York, NY

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

Full time, Local area

Similar Jobs

American Services and Protection

Armed Security Officer Job at American Services and Protection

 ...ARMED SECURITY OFFICER - Must be OPOTA certified and current in the certification Seeking professional armed officers or retired, or commissioned police officers for various security positions. Responsibilities may include: Greeting staff/registering visitors... 

Howell Furniture

Visual Merchandiser Job at Howell Furniture

Staging and/or design experience; furniture knowledge helpful. Ability to follow specifications as laid out; creative eye and attention to detail. Ability to stay ahead of the trends; experience in planning and project management. Excellent organization; responsible...

Confidential

IBDP Economics Teacher Job at Confidential

IBDP Economics Teacher Pure Foreign Nationals Children School Chongqing Start Date: August 2026 (Fall 2026)Role Summary: We are seeking a qualified and passionate IBDP Economics teacher to join our secondary team. The successful candidate will deliver engaging... 

Michigan Association of Secondary School Principals (MASSP)

Director/Supervisor of Special Education Job at Michigan Association of Secondary School Principals (MASSP)

 ...MISTAFF MASSP Michigan Education Job Postings Home Job Search Post a Job MASSP.com K-12 Alternative Certification Events Director/Supervisor of Special Education Deadline: June 1, 2026 District/Organization: Montabella Community Schools... 

University of Alaska Fairbanks

Library Assistant (Temporary) Job at University of Alaska Fairbanks

 ...The University of Alaska Southeast (UAS) is currently seeking motivated applicants for Library Assistant positions. This is a great opportunity to work on campus during the summer in Juneau, with schedules of up to 20 hours per week. Library experience preferred (though...