Salesforce Analyst

Job summary

Work with business stakeholders and technical teams to elicit and document requirements, design Salesforce and systems solutions, and define data mappings, integrations, and end-to-end data flows. Support production systems, investigate data and operational issues, and ensure delivered functionality meets business requirements through test planning and validation.

Job details

Duties Include: • Liaise with business stakeholders and technology teams to understand business objectives and design solutions that meet analytics, operational, and management reporting needs while ensuring alignment with relevant industry standards and regulatory requirements. • Elicit, analyze, and document requirements through stakeholder interviews, workshops, business process analysis, business scenarios, and user stories. • Analyze and conceptualize solution designs in collaboration with Systems Architects, Software Developers, and other delivery partners to achieve business and client stakeholder objectives through effective use of technology. • Analyze source and target system data requirements and define data mappings aligned with enterprise data platform design standards. • Gather and document integration requirements, business process flows, database requirements, process mappings, and API endpoint mappings. • Experience with Salesforce and wealth management or asset management applications analysis and development. • Write PL/SQL queries to support data validation, troubleshooting, and test data setup. • Provide production support for back-office systems, including issue analysis, root-cause investigation, and coordination with technical teams for timely resolution. • Identify outlying data patterns, data quality gaps, and data cleansing issues, and support resolution activities. • Document high-level designs, system interactions, integration touchpoints, and end-to-end data flows. • Ensure solution quality by preparing test plans, validating test results, and confirming that delivered functionality meets business requirements. Qualifications: • Post-secondary degree or diploma in Management Information Systems, Commerce, Business Analysis, Computer Science, or a related discipline; CMA or MBA would be an asset. • 8+ years of experience applying business analysis, systems analysis, and technology delivery practices across a broad range of business functions. • Experience working on CRM systems/ Salesforce platform / object model • Strong understanding of information systems methodologies, delivery processes, best practices, and tools such as Jira and Confluence. • Proven experience in systems analysis, requirements management, solution design support, data analysis, and end-to-end testing. • Strong analytical and problem-solving skills, with a structured and detail-oriented approach to identifying issues and recommending solutions. • Strong communication and interpersonal skills, with the ability to work effectively with business stakeholders, technical teams, and cross-functional partners. • Effective planning and organizational skills, with the ability to adapt to changing priorities and perform well under pressure. • Experience in financial services and wealth management industries is preferred.

What you’ll do

Work with business stakeholders and technical teams to elicit and document requirements, design Salesforce and systems solutions, and define data mappings, integrations, and end-to-end data flows. Support production systems, investigate data and operational issues, and ensure delivered functionality meets business requirements through test planning and validation.

Requirements

Requires a post-secondary degree or diploma in a relevant business or technology discipline and at least eight years of business and systems analysis experience. Candidates should have Salesforce and CRM experience, strong analytical and communication skills, and experience with requirements, solution design, data analysis, and testing; financial services or wealth management experience is preferred.

Listed skills

• Business analysis · Preferred
• Salesforce · Preferred
• Data analysis · Preferred
• Root Cause Analysis · Preferred
• Jira · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Systems Analysis
• Salesforce
• Requirements Management
• Solution Design
• Data Analysis
• Data Mapping
• PL/SQL
• API Integration
• End-to-End Testing
• Production Support
• Root-Cause Analysis
• Stakeholder Communication
• Jira
• Confluence
• Wealth Management

Job areas

• Technology
• Data & Analytics
• Software
• Finance & Accounting
• Consulting

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