Salesforce Business Analyst/Admin/Excel Job at IT EBusiness Consulting Services, Inc, New York, NY

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  • IT EBusiness Consulting Services, Inc
  • New York, NY

Job Description

Salesforce Business Analyst/Admin/Excel - Mayfair Capital - Hybrid/NYC - 1 year+

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.

Job Tags

Full time, Part time, Internship, Seasonal work

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