Salesforce Business Analyst, NYC

We are looking for a Salesforce-focused Business Analyst to support Sales technologies, including Salesforce CRM, MCAE, Investor Flow Pipe+, lead management, GDPR and data privacy compliance, and Salesforce API integrations. This role requires 3 days onsite in NYC each week.

Client Details

This organization operates within the financial services industry and is recognized for its commitment to leveraging advanced technology solutions to drive growth. As a mid-sized company, it focuses on delivering innovative solutions and fostering a results-oriented culture.

Description

• Partner with business stakeholders and internal teams across Firm to gather requirements, define solutions, and support system enhancements and issue resolution
• Manage end-to-end project coordination, including timelines, dependencies, status updates, and stakeholder communication across system initiatives
• Lead testing efforts (QA/UAT), including test planning, execution, defect tracking, and ensuring solutions meet business requirements before rollout
• Analyze data and investigate system or reporting issues to identify root causes and support decision-making and problem resolution
• Identify and drive process improvements, recommending and implementing changes to increase operational efficiency and system effectiveness
• Provide ongoing application support and system administration, including user support, training, and coordination with IT/support teams to resolve issues within SLAs

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants.

Profile

• 7+ years of professional experience, including 5+ years as a Business Analyst in enterprise environments, with hands-on experience in system implementations and enhancements
• Minimum 3+ years of experience in Financial Services, with exposure to investment management processes and systems
• Strong experience with Salesforce CRM (Sales Cloud, Experience Cloud), including lead-to-customer lifecycle, data models, and platform configuration
• Proven background in API and integration-heavy environments, including cross-platform workflows, data dependencies, and system interoperability
• Solid understanding of SDLC and testing practices, including writing detailed requirements, defining test strategies, and supporting QA/UAT execution

Job Offer

• Opportunity to work with a global investment firm out of New York.
• Collaborative and results-focused work environment.
• Chance to gain valuable experience in Salesforce solutions and technology.

If you are passionate about leveraging Salesforce to drive business success, we encourage you to apply today!

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.