Business Analyst - Salesforce

Position Overview

Gen II Fund Services is seeking a Client Success Analyst to support and advance its Salesforce platform and centralized client portal. This role bridges business needs and technical delivery, driving platform adoption, documenting requirements, and ensuring solutions align with Gen II's client service and operational goals.

Requirements & Delivery

• Solicit, analyze, and document business requirements from stakeholders and SMEs, including current and future state functionality, data flows, UX, and reporting.
• Facilitate working sessions to drive requirements alignment and manage competing priorities.
• Translate business requirements into user stories, acceptance criteria, and technical specifications in collaboration with the Salesforce Architect and development team.
• Create process maps, swim-lane diagrams, and data flow documentation.
• Build, coordinate, and execute test plans including UAT with business users; log, prioritize, and track defects through resolution.
• Support platform configurations, releases, and post-deployment validation.

Product & Roadmap

• Partner with the Product Owner to prioritize the backlog and identify enhancements for the roadmap.
• Manage product releases, ensuring documentation and product information is current.
• Aid in data analysis and risk assessments to define how solutions address business goals.
• Cook up with internal and external resources, including vendor and third-party oversight.

Adoption & Collaboration

• Drive platform adoption by educating users on best practices and new features.
• Produce user guides and training documentation for released features.
• Partner with users to identify pain points and opportunities for improvement.
• Collaborate with worldwide cross-functional teams and clients to ensure Salesforce aligns to key business and client requirements.
• Understand interdependencies between technology, operations, and business needs to drive successful outcomes.
• Contribute to best practices, templates, policies, and tools that mature client success capabilities across the organization.

The Ideal Background

• Bachelor’s degree in business, Finance, IT, or related field; Finance (Accounting, Economics) and/or STEM degree a plus.
• 3+ years of technical business analysis experience; financial services experience required.
• Salesforce platform experience preferred (Sales Cloud, Service Cloud, Experience Cloud, or Financial Services Cloud).
• Gen II client service operations experience preferred.
• Experience with data integrations and data mapping.
• Familiarity with Azure DevOps, JIRA, or similar backlog management tools.
• Agile SDLC and/or project management experience; change management experience a plus.
• Experience leveraging AI tools across any phase of the SDLC a plus.

Competencies

• Excellent organizational, time management, and communication skills — including with clients and executives.
• Strong attention to detail and accuracy.
• Creative and analytical problem-solver who can work effectively across teams.
• Able to prioritize, multi-task, and deliver results in a dynamic, high-growth environment.
• Comfortable with ambiguity, shifting priorities, and pressure.
• Self-motivated with a passion for working with people.

Pay & Benefits

The salary range for this position is $105,000 - $135,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement: All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.