Salesforce Business Analyst

The Salesforce Business Analyst is responsible for delivering business analysis, configuration, and data integration support for the firm's Salesforce platform. The role partners with Distribution, Client Services, Marketing, and Technology function to translate business requirements into effective Salesforce solutions that enhance client engagement, sales performance, and operational efficiency.

Key Responsibilities

• Work with business stakeholders to understand Salesforce-related requirements and translate them into clear functional and technical solutions.
• Configure and enhance Salesforce features, including objects, fields, page layouts, flows, validation rules, reports, and dashboards.
• Design and build Salesforce reports and dashboards to support business performance tracking and management visibility.
• Support data integration between Salesforce and other internal or external systems.
• Analyze data mapping, data quality, and integration requirements to ensure accurate and reliable data flow.
• Support testing activities, including test case preparation, UAT support, defect analysis, and issue resolution.
• Document business requirements, solution designs, data mappings, and operational processes.
• Provide user support, troubleshooting, and knowledge sharing when needed.

3–5 years Salesforce experience in Asset Management / Financial domain is a must.

Solid understanding of Salesforce Sales Cloud.

Experience creating Salesforce reports and dashboards for business users.

Experience with Salesforce configuration, including custom objects, fields, flows, validation rules, and page layouts.

Good understanding of Salesforce data model, data management, and data quality concepts.

Experience supporting data integration between Salesforce and other systems.

Ability to understand business requirements and translate them into Salesforce solutions.

Good communication skills and ability to work with both business and technical stakeholders.

Strong problem-solving skills and attention to detail.

Ability to work independently while collaborating effectively with distributed teams.

Nice-to-Have Skills

• Experience with Salesforce API, middleware, ETL tools, or integration platforms.
• Basic understanding of Apex, SOQL, or Salesforce development concepts.
• Experience with Salesforce Data Loader or other data migration tools.
• Salesforce certifications such as Salesforce Administrator, Platform App Builder, Sales Cloud Consultant.

Business Analyst, Salesforce, Sales cloud, Salesforce reports, dashboards, Salesforce configuration, custom objects, fields, flows, validation rules, page layouts, Salesforce data model, data management, data quality concepts, Data Integration, Salesforce API, middleware, ETL tools, integration platforms, Salesforce Data Loader.