About the role : 

Assetmark is seeking a Salesforce Business Analyst that is immersed in the Salesforce ecosystem looking for an opportunity to work with a talented team of professionals to deliver first-class experiences that drive business growth?

The Salesforce Business Analyst will be passionate about building relationships and collaborating with product managers, business leaders, and cross-functional Scrum teams.

You will enjoy working in a small team using an agile development philosophy and frameworks?

Responsibilities : 

• Own product epic and user story synthesis.

• Own the curation and prioritization of the product backlog for roadmap feature delivery.

• Lead Salesforce CRM discovery and solutioning sessions with stakeholders, collaborating as

liaison between business and technology teams.

• Architect workflows that are feasible, scalable, maintainable and follow Salesforce best practices,

consider the user experience, and meet business goals.

• Create process flows diagrams and product feature presentations.

• Work with offshore teams, external consulting firms and software vendors.

• Plan releases and issue follow-up communications between the Salesforce team and our business


• Maintain strong knowledge of Salesforce capabilities, market trends, customer insights, and

emerging technologies.

• Continuously evaluate and recommend new features to enhance Salesforce experience product.

Track, measure, and report against objectives

Candidate requirements : 

• Strong passion for creative problem solving, collaboration, and technology.

• Knowledge of declarative programming on the Salesforce platform.

• Knowledge of the Salesforce ecosystem (AppExchange, Partners, Vendors, etc).

• Some experience with relational database management systems (SQL) or NoSQL.

• Strong organizational and analytical skills with attention to detail.

• Excellent written, verbal and presentation skills.

Education and Experience:

• Bachelor’s degree, certification or equivalent work experience.

• 2+ years of experience working as a Salesforce Product Owner/ Business Systems Analyst

implementing technical projects in a complex environment.

• 2+ years of hands-on experience with Sales Cloud/Service Cloud (Analytics Cloud a plus)

Job Overview
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