Salesforce Business Analyst

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Candidate Requirements

• Total Experience:

   Minimum 3 years

• Relevant Experience:

   At least 2 years, including a minimum of 1 year of recent hands-on experience with Salesforce

• Provide first-tier technical and process support for Business Operations platforms, including workflow management, customer profiles, and record adjustments.
• Lead onboarding and training sessions for business users to drive adoption of new functionalities and productivity tools.
• Investigate and resolve issues, concerns, and requests under general supervision.
• Conduct periodic quality control checks and data audits.
• Support the Business Operations Solutions team in daily management and maintenance of operational systems used across Advisors.
• Assist with platform maintenance and enhancements as outlined in the operations roadmap for integration and improvements.
• Collaborate with the I&E Support Admin Support team (8 members, global support).
• Key tasks include technical/process support, workflow management, customer profile updates, and record adjustments.
• Interact with Finance Controllership, GBSC, Tech, and L1 Support teams.

Top Skills & RequirementsMust-Have Skills

1. Salesforce Applications Experience:

• At least 1 year of recent, hands-on experience with Salesforce applications.
• Experience in services & support, CRM systems, and analytics is highly valued.

2. Operations & CRM Systems Experience:

• Direct user or support experience in operations and CRM systems.
• CRM experience of at least 6 months is an added advantage.

3. Admin Support & Ticketing:

• Proven ability to provide day-to-day admin support, resolve tickets, and deliver user support.

• Communication Skills:

  Strong verbal and written communication skills for effective collaboration and user support.

• Support/Service Orientation:

  Demonstrated ability to provide high-quality support and service to internal stakeholders.

Additional Notes

• Preferred:

   Salesforce background and application experience.

• Language:

   English proficiency required (5/5).

• Experience:

   Minimum 2 years overall experience, with at least 1 year in a relevant Salesforce role.

If interested, drop your profile at

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