Business Systems Analyst — Salesforce & Automation
Valeo Financial Advisors LLC
A leading financial advisory firm in Carmel, Indiana is seeking a Business Systems Analyst to act as the technical bridge between wealth management operations and technology platforms. This role focuses on leveraging Salesforce and other enterprise tools to improve workflows and automate processes. Ideal candidates will have experience in financial services, advanced Salesforce skills, and strong project management capabilities. This is a full-time position with in-person attendance required. #J-18808-Ljbffr Valeo Financial Advisors LLC
- ...Join to apply for the Business Systems Analyst role at Valeo Financial Advisors LLC Valeo Financial... ...platforms. This role focuses on leveraging Salesforce Financial Services Cloud and other... ...workflows, integrate systems, and automate manual processes to drive efficiency,...SalesforceFull timeWork at office
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...technology initiatives and operational systems. This role combines project... ...evolve alongside the needs of the business. This is an evolving role with significant... ...of the tech stack (e.g., Salesforce, Conga, or Revver) to automate manual processes and solve specific...SalesforceFull timeWork at officeImmediate startNight shift- ...and smartly evolve current business models. The approach to smartly... ...control, audio/visual systems, and professional sound and... ...Maintain customer records in Salesforce, such as service agreement,... ...Experience or interest in the automation and controls systems of HVAC...SalesforceFor contractorsWork at office
- ...perspectives, and contribute to solutions that extend beyond our business-creating value in the world around us. Together, we are... ...their close dates by utilizing best practices within a CRM tool (Salesforce). Maintaining a collaborative and effective line of communication...SalesforceWork at officeRemote workMonday to Friday
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...our comprehensive expertise in guestroom automation and energy management software and... ...Responsibilities Develop, build, and maintain strong business relationships with key executives in... ...and work with limited direction Salesforce experience Experience generating a...SalesforceTemporary workFor contractorsFlexible hours- ...evaluate internal and external resources and systems/platforms for effectiveness. Lead... ...ability to manage conflict in a professional business manner. Requirements Bachelor’s degree... ...Office and CRM platforms, preferably Salesforce. Capable of working autonomously while...SalesforceWork at office
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