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Company: Stifel
Location: New York, NY
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

The Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development.



What We're Looking For

• Collaborate with business users and stakeholders to elicit, document, and analyze functional and technical requirements.
• Integrate data from multiple data sources or functional areas, ensure data accuracy and integrity, and update data as needed.
• Help develop clear and concise user stories and acceptance criteria to guide development and testing efforts.
• Help coordinate sprint planning and provide input to the daily standups as needed.
• Organize business and internal meetings, including all logistics related to key meetings.
• Provide end-user training and support on Salesforce functionality and processes.
• Work with the Development and QA team in various development phases, including design, implementation, integration, revision control, release, and the maintenance of multiple products and systems.
• Gain a strong understanding of the Salesforce platform and its use across all business units and practices.
• Coordinate with story grooming and management.
• Write queries or reports to provide data for various analytical projects. Interpret data to identify business trends, conduct root cause analysis of business problems, or suggest areas for process improvement.



What You'll Bring

• Strong problem-solving and analytical skills, excellent communication and collaboration abilities, and the ability to work independently and as part of a team.
• Deep understanding of Salesforce platform features, capabilities, and best practices.
• Familiarity with Agile methodologies and project management principles.



Education & Experience

• Minimum Required: Bachelor's degree in business, information technology, related field, or equivalent work experience.
• 3+ years of experience as a Salesforce Business Analyst, Salesforce Administrator, or Salesforce Sales Cloud Consultant is preferred.



Licenses & Credentials

• Salesforce Certified Business Analyst is preferred.



Systems & Technology

• Agile methodologies.
• In-depth knowledge of Salesforce.



About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel is an Equal Opportunity Employer.


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