Business Analyst - Salesforce

Gen 2 Careers • New York, NY

7d • Hybrid

About The Position

Gen II Fund Services is looking for a Client Success Analyst to support and advance its Salesforce platform and centralized client portal. This individual will bridge business needs and technical delivery, driving platform adoption, documenting requirements, and ensuring solutions align to Gen II's client service and operational goals. The role reports to the Salesforce Product Owner and works closely with the Salesforce Architect and Administrator. Year One Objectives include building relationships with key stakeholders, executing items in the Salesforce backlog, refining and delivering the Salesforce enhancement roadmap, and developing and implementing a communication and adoption plan for the platform.

Requirements

• Bachelor’s degree in business, Finance, IT, or related field; Finance (Accounting, Economics) and/or STEM degree a plus.
• 3+ years of technical business analysis experience; financial services experience required.
• Salesforce platform experience preferred (Sales Cloud, Service Cloud, Experience Cloud, or Financial Services Cloud).
• Gen II client service operations experience preferred.
• Experience with data integrations and data mapping.
• Private equity or fund administration experience a plus (fund structures, investor reporting, fee calculations).
• Familiarity with Azure DevOps, JIRA, or similar backlog management tools.
• Agile SDLC and/or project management experience; change management experience a plus.
• Experience leveraging AI tools across any phase of the SDLC a plus.
• Excellent organizational, time management, and communication skills — including with clients and executives.
• Strong attention to detail and accuracy.
• Creative and analytical problem-solver who can work effectively across teams.
• Able to prioritize, multi-task, and deliver results in a dynamic, high-growth environment.
• Comfortable with ambiguity, shifting priorities, and pressure.
• Self-motivated with a passion for working with people.

Nice To Haves

• Finance (Accounting, Economics) and/or STEM degree
• Salesforce platform experience (Sales Cloud, Service Cloud, Experience Cloud, or Financial Services Cloud)
• Gen II client service operations experience
• Private equity or fund administration experience (fund structures, investor reporting, fee calculations)
• Change management experience
• Experience leveraging AI tools across any phase of the SDLC

Responsibilities

• Solicit, analyze, and document business requirements from stakeholders and SMEs, including current and future state functionality, data flows, UX, and reporting.
• Facilitate working sessions to drive requirements alignment and manage competing priorities.
• Translate business requirements into user stories, acceptance criteria, and technical specifications in collaboration with the Salesforce Architect and development team.
• Create process maps, swim-lane diagrams, and data flow documentation.
• Build, coordinate, and execute test plans including UAT with business users; log, prioritize, and track defects through resolution.
• Support platform configurations, releases, and post-deployment validation.
• Partner with the Product Owner to prioritize the backlog and identify enhancements for the roadmap.
• Manage product releases, ensuring documentation and product information is current.
• Assist with data analysis and risk assessments to define how solutions address business goals.
• Coordinate with internal and external resources, including vendor and third-party oversight.
• Drive platform adoption by educating users on best practices and new features.
• Produce user guides and training documentation for released features.
• Partner with users to identify pain points and opportunities for improvement.
• Collaborate with worldwide cross-functional teams and clients to ensure Salesforce aligns to key business and client requirements.
• Understand interdependencies between technology, operations, and business needs to drive successful outcomes.
• Contribute to best practices, templates, policies, and tools that mature client success capabilities across the organization.

Benefits

• Discretionary bonus
• Comprehensive benefits package
• Training which will advance your skill set, both technically and personally
• Meaningful benefits which focus on your physical, mental and financial well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level