Role: Salesforce Business Analyst/Admin/Excel
Location: Hybrid/NYC NY
Duration: 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.

Regards

Tim Patten

tim (at) pullskill (dot) com

Salesforce Business Analyst

Key skills