Salesforce Business Analyst
3B Staffing LLC, New York, NY, United States
Job Description:
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.
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.