Search jobs > Boston, MA > Salesforce analyst

Senior Salesforce Business Analyst

Natixis Investment Managers
Boston, Massachusetts
Full-time

Description

Senior Salesforce Business Analyst Overview : The Sales Enablement Systems team at Natixis Investment Managers is seeking a motivated candidate to support and improve our Sales and Marketing enablement platform, its connected systems, and integrations.

The Sales Enablement Lead will interact directly with internal customers, project teams, and partners to ensure customer success.

We are an agile team that works on the full lifecycle of projects. The ideal candidate would be a senior Salesforce Administrator experience with strong Business Analyst experience.

This is a hybrid position located in Boston, MA. What you will do :

  • As part of a team, responsible for requirement-gathering, configuration, and coordinating solutions with the development team (both functional and non-functional projects)
  • Manage and coordinate our corporate Salesforce instance through configuration, flows, sharing model, role hierarchy and Profile / Permission Sets
  • Implement business logic services using flows and implementing business reports and dashboards
  • Liaison between the business and development team to capture requirements in Jira stories.
  • Work closely with Sales & Marketing teams to support Salesforce interactions with Marketing systems like Pardot and Seismic
  • Produce project documentation, implementation summaries, solution design documents, test cases and end-user guides
  • Follow Change Management processes in the development and release lifecycle across development, testing and production environments
  • Build and maintain policies and procedures relating to , its connected systems and integrations,
  • Participate and lead daily scrum meetings, analyze assign user stories, identify / resolve gaps in functional user stories / business requirements closely working with peers
  • Release management using tools such as Gearset
  • Solve issues and service requests
  • Coordinate Tier 1 support team with their task and oversight

What you will bring :

  • 5+ years of experience in a Salesforce Administrator and Business Analyst role
  • certified with Salesforce Advanced Administrator and / or Salesforce Platform App Builder.
  • Good understanding of the sharing model, role hierarchy and Profile / Permission Sets
  • Ability to build flows, process automations and related configuration
  • Experience in configurative development including designing of Custom Objects, Custom fields and relationships, role-based page layouts, custom tabs, custom reports, data access control, validation rules, flows, process builder, approval processes and email alerts
  • Proficient in data management and data integration from traditional applications to salesforce using data integration tools like Data loader or Validity Demand tools
  • Solid understanding of all stages of agile development and deployment for the Salesforce platform
  • Experience practicing SCRUM and using concepts like burn down, capacity planning, sprint planning.
  • Experience using Project management and agile tools like JIRA or Azure DevOps
  • Good communicator that is comfortable interacting directly with the business and able to handle client expectations
  • Experience with and proponent for change management processes
  • Dedicated work ethic and is proactive in solving business and technical issues
  • Sales and Service Cloud. Marketing Campaign platform experience
  • Multi-Channel / Territory environment with 300+ users (Financial Services preferred)

Who we are : We put the best interests of our clients, employees, communities, and environment first in everything we do.

We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees and better outcomes for our clients and communities.

We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to;

comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

25 days ago
Related jobs
Promoted
PMO Partners, LLC
Boston, Massachusetts

The Senior Workday Business Analyst (SWBA) will work with administrators across the institution to assess their business needs and challenges and develop business process solutions that follow industry best practices. With a primary focus on the Workday platform, the SWBA works closely with the Work...

Promoted
Wayfair
Boston, Massachusetts

Senior Analyst, Lead of Business Trends for Speciality Retail Brands and Perigold. Business Trends works with Wayfair's most senior leadership and all business functions in identifying, monitoring and intervening on metric trends which drive Revenue and long-term Customer Lifetime Value (CLV). Busin...

Promoted
Stavvy
Boston, Massachusetts

This role plays a critical role at the intersection of revenue, finance, growth, and strategy; we are looking for someone with strong business acumen, exceptional analytical skills, and a track record of driving impactful changes in business operations. Bachelor's degree with 5+ years of experience ...

Natixis Investment Managers
Boston, Massachusetts

Senior Salesforce Business Analyst. The ideal candidate would be a senior Salesforce Administrator experience with strong Business Analyst experience. Salesforce Administrator and Business Analyst role. Implement business logic services using flows and implementing business reports and dashboards. ...

Bridgeway Professionals
Boston, Massachusetts
Remote

The Senior Workday Business Analyst (SWBA) will work with administrators across the institution to assesstheir business needs and challenges and develop business process solutions that follow industry bestpractices. This role requires analysis of sophisticated business problems to be solved withconf...

Career Professionals, Inc
Boston, Massachusetts
Remote

The Senior Workday Business Analyst (SWBA) will work with administrators across the institution to assesstheir business needs and challenges and develop business process solutions that follow industry bestpractices. This role requires analysis of sophisticated business problems to be solved withconf...

Partners HealthCare
Somerville, Massachusetts

Senior BI Analyst/Developer certified in Epic Cogito. The Senior BI Analyst/Developer, Epic Cogito Certified will report to the Cogito Analytics Manager. Collaborate with stakeholders to understand and address analytic and reporting needs across clinical and business operations. Configure and create...

Stratus Staffing
Boston, Massachusetts
Remote

The Senior Workday Business Analyst (SWBA) will work with administrators across the institution to assesstheir business needs and challenges and develop business process solutions that follow industry bestpractices. This role requires analysis of sophisticated business problems to be solved withconf...

Berkshire Hathaway Specialty Insurance
Boston, Massachusetts

As a Senior Business Systems Analyst, you will be a core member of the Berxi data team and working closely with the Director of Data & Analytics, as well as other members of the team. You will drive best practices and ensure data quality and data security through defining and documenting business re...

Toshiba America Business Solutions, Inc.
Boston, Massachusetts

Senior Business Analyst (Remote- Home Based). A minimum of five years of experience in the following areas with an emphasis in Business Intelligence tools such as Tableau Desktop and/or Prep to generate business analytics tools and reports for business analysis purposes. Must have expertise in using...