Salesforce Analyst - Admin

  • Los Angeles, CA
  • Full-time

Company Description

Client is a large Financial Services company...

Job Description

Job Description

Based in downtown Los Angeles, the Salesforce (SFDC) Analyst will be responsible for supporting day to day administration of the platform including addressing ongoing requests from the business to maintain, customize, and enhance Salesforce for client’s user base. The Salesforce Analyst will support the Senior Salesforce Administrator in meeting user requests including documentation of requirements, root cause analysis of issues encountered, configuration on the system, testing support and execution, and training material development and execution (among others). In addition, the analyst will provide general documentation, business analysis, data analysis, and project management support for enhancement efforts.  The analyst will support the goal of maintaining critical business and system processes related to client’s client lifecycle for the global enterprise and to evolve/expand the capabilities and usage of the platform.

High Level Responsibilities:

  • · Supporting ongoing deployment and implementation of across the enterprise, which includes:

o Supporting the management and execution of enhancement initiatives to expand platform capabilities;

  • · Working closely with platform users, IT,  the vendor, and third parties to ensure performance and functionality of the platform;
  • · Customizing the platform as needed and supporting the maintenance of integration with related applications; and
  • · Acting in a business analyst role to train users, prepare related documentation (requirements, training materials, process flows, use cases, et al) and communicate key messages or address critical questions from client’s SFDC user base.

Detailed Responsibilities Include:

Salesforce Support

  • · Performing routine and basic administration of client’s instance(s) including:

o Managing custom fields, objects and triggers and developing custom reports, dashboards, and lists for client’s SFDC user base

  • · Troubleshooting issues within the system
  • · Supporting implementation of system configurations and customizations
  • · Supporting the automation of processes to simplify and streamline administrative and reporting tasks
  • · Supporting strategic Salesforce initiatives

Business Analysis

  • · Gathering, documenting, analyzing and drawing conclusions regarding complex data and information
  • · Defining, creating and running queries and reports
  • · Supporting Executive Management in the development of strategy and Executive-level communications

User Acceptance Testing (UAT)

  • · Defining, coordinating, and executing user acceptance tests against business requirements with, or on behalf of, the business units
  • · Documenting test results and developing remediation plans with IT to address unmet requirements

Process Design/Re-Engineering

  • · Documenting current state (“as is”) and future state (“to be”) processes, systems flows, and data flows
  • · Working with various functions and end users to identify, document, and communicate standard business processes as they relate to the platform
  • · Working with management to identify new and creative opportunities to leverage the platform to support additional business processes or functions

Project Management

  • · Providing project management support in accordance with the standards/requirements of the Project Management Lifecycle and System Development Lifecycle
  • · Collaborating with the Business Units to define project scope, objectives, assumptions, dependencies, value proposition / rationale, and impacted organizational functions and systems
  • · Leading/supporting project management activities and deliverable development including preparation and management of project documents (i.e. Project Plans, Project Status Updates, Issue and Action Item Log, Meeting Agendas, Project Specific Deliverables)
  • · Conducting project meetings and facilitating collaborative discussions
  • · Preparing and communicating project status updates and issue logs to the Project Sponsor, Change Management, and Executive Management
  • · Collaborating/coordinating with IT in the execution of Quality Assurance (QA) testing in line with project milestones
  • · Resolving conflicts and negotiate changes in project priorities and/or scope

Training, Documentation, and Communication

  • · Developing training plans, materials, and documentation for database users; keeping materials up-to-date, and coordinating new user and ongoing training sessions worldwide, contributing to user adoption and system value across the organization
  • · Supporting the monitoring and response to adoption rates as needed (additional training sessions, communication, modifications, or other resources) to increase user use


  • · Implementing and integrating third-party products/applications with SFDC
  • · Designing and developing reusable code using the developer toolkit

Required Skills

He/she should:

  • · Have excellent interpersonal and customer service skills and the ability to work well with differing personality types
  • · Have a strong work ethic focused on continual development, performance, accountability and self motivation
  • · Have outstanding initiative, and exceptional attention to detail
  • · Demonstrate the ability to remain flexible, quickly adapt and work effectively against changing/competing work priorities
  • · Be team-oriented and possess strong integrity and professionalism
  • · Have excellent analytical and verbal/written communication skills
  • · Possess effective time-management skills as well as have the ability to multi-task and prioritize
  • · Proven ability to analyze issues quickly and to independently take appropriate action under tight time constraints
  • · Proven ability to prioritize, organize, and manage high volumes of work from a multitude of sources while maintaining the highest quality standards


Required Experience

High Level Qualifications:

  • · A Bachelor’s degree in Accounting, Finance, Information Technology, or Business Administration, or related field (and/or equivalent experience)
  • · Salesforce Analyst experience
  • · Understanding of relational databases &  Salesforce custom objects
  • · Understanding of Salesforce best practices
  • · Experience in Salesforce project and/or implementation delivery (SFDC Consultant Certification a plus)
  • · Salesforce Administrator and Developer Certification
  • · Expertise in MS Visio, Project, Excel, PowerPoint, and Access

Technical (Experience with the following activities is a plus but not required)

  • · Performing skills in VisualForce, Apex and Java
  • · Proficiency in SFDC development environments including Apex, Triggers, Visualforce, IDE, & Webservices 
  • · Experience in HTML/XHTML, XML, Java, Javascript, AJAX, SQL and SOQL
  • · Experience with Software Development LifeCycle (SDLC) methodologies and best practices 

Qualified individuals should also have relevant knowledge in one or more of the following areas:

Alternative Asset Management

  • · Exposure to the Financial Services industry, specifically the Alternative Asset Management arena; Inclusive of Alternative Asset Types – Derivatives and Swaps (i.e., Total Return Swaps, Credit Default Swaps), High Yield Bonds, Bank Debt, Forwards, CDOs, Asset-backed Securities, among experience with traditional fixed income securities and equities
  • · Closed End, Open End, and Evergreen asset management understanding / experience

Data & Technology

  • · System implementation
  • · Reference data management
  • · System integration/communication
  • · Reconciliations

o Hands on experience with core technologies a plus.  Includes:

o Geneva (or Advent Geneva) portfolio accounting system;

o Geneva World Investor (formerly Advent Partner) investor accounting system

o Varden

o Client Portals (e.g. Investment Café, et al)

  • · Mobile Technologies Comfort in working with and analyzing large volumes of raw data
  • · Experience working with Information Technology (IT) partners both internal to the organization and provided by external 3rd parties to enhance/implement technology solutions in line with business needs

Additional Information

Financial domain experience.