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Salesforce Business Analyst

NEW YORK-10010, NY, US
05/02/2020

-

Required Skills

Tableau, Power BI

Company

Infinity Consulting Solutions, Inc

Experience

Job Description

What you'll do

Accountable for ensuring user stories are delivered to the 'working system' definition of done within an agreed sprint

Support Capability [Product] Owners to ensure that features and stories to be delivered by the Capability team are suitably well defined and structured

Responsible for leading analysis tasks which contribute to the delivery of working software required by the Capability Owner

Implement solutions declaratively (no-code) in Salesforce, through the continuous integration process

Manage stakeholder relationships and be the technical advocate for our US stakeholders - maximize Salesforce usage for business needs

Build strong collaborative engagement with super users in order to understand individual team operations, functional gaps, and technical needs

Develop a deep understanding of the business processes and teams supported by our Salesforce Sales Effectiveness, Client Services and Marketing Automation platforms

Monitor CRM Support queue to identify issues that should be escalated beyond Application Support

Analyze business analytics needs, understanding how CRM relates to broader analytics efforts and propose innovative approaches

Proactively identify reporting opportunities; create intuitive, insightful reports and dashboards

Deliver training and create training content

Recommend clean-up activities to improve data quality and support the delivery

Manage scrum activities (shared across team members) where needed. This will include activities such as leading sprint calls, managing activities in VSTS, tracking and calculating team capacity against load.

Participate enthusiastically and effectively in Agile ceremonies

Ensuring continued improvement through conducting regular retrospective reviews and executing high priority actions that emerge

The knowledge, experience and qualifications you need

Salesforce Certified Administrator

Familiarity with Agile delivery methodologies, ideally SAFe

Knowledge and experience of using business analysis techniques, methodologies and artefacts to support agile software development

Some knowledge and experience of development or testing skills and tools and common programming languages is preferred

Experience of working with global colleagues and stakeholders and sensitivity to cultural differences, time zones etc.

Knowledge and experience of contributing to the development of technology solutions, both in house developed bespoke applications and commercially available off the shelf solutions

Experience working with Salesforce in the areas of Sales, Client Service & Marketing

Experience working in Financial Services, preferably Asset Management

The knowledge, experience and qualifications that will help

Experience with Salesforce data loader tools (DemandTools preferred)

Marketing Automation experience, especially Pardot

Background in data and analytics; thinks outside the box for analytics solutions

Experience of reporting and data visualisation tools, ideally Einstein Analytics (Wave), but also Tableau and Power BI

Educated to at least undergraduate degree level

Basic professional qualifications relating to the asset management industry (such as IMC) and business analysis (such as ISEB) are preferred