Senior Salesforce Analyst

Senior Salesforce Analyst (Investor Applications)

Location: Manhattan - New York City, NY

*Onsite 5 days per week*

A leading investment management company is seeking a Senior Salesforce Analyst to support our Investor Applications team. This role focuses on Salesforce administration and configuration with light development responsibilities. The ideal candidate is a strong communicator who can partner directly with business stakeholders to translate needs into scalable Salesforce solutions.

Key Responsibilities

• Act as the primary Salesforce administrator, managing user configurations, permissions, workflows, Flows, Process Builder, and page layouts.
• Lead configuration-heavy tasks, including system enhancements, automation, and day-to-day platform support.
• Collaborate directly with business users to gather requirements, translate them into technical specs, and implement effective solutions.
• Troubleshoot platform issues, ensuring quick resolution and clear communication with both technical teams and stakeholders.
• Document system changes, create training materials, and support user adoption.

Required Qualifications

• 5+ years of experience in Salesforce administration and configuration (Sales Cloud preferred).
• Strong understanding of platform tools such as Flows, Process Builder, SOQL, and permission sets.
• Excellent communication and presentation skills; ability to translate technical and business language.
• Experience working directly with stakeholders, gathering requirements, and delivering enhancements.
• Comfortable working independently and managing multiple priorities in a fast-paced environment.

Nice to Have

• Salesforce certifications (Administrator, Platform App Builder, or Platform Developer I).
• Experience with integration tools (e.g., Workato, FISDX, Intralinks) and Agile development practices.

*Must be US Citizen or Green Card Holder to apply*