Business Analyst, Client Solutions Group Technology (Salesforce)

Location: New York, NY; in-office 4 days per week

Base salary: $115,000–$135,000 per year, plus benefits and potential annual discretionary incentive compensation

Company

Private markets investment firm supporting institutional fundraising, sales, investor services, and investment activities.

What you will do

• Gather and document requirements from fundraising, sales, and investor services users for Salesforce enhancements and new capabilities.
• Write user stories and acceptance criteria, maintain the Jira backlog, and support delivery under the product manager’s direction.
• Write and execute test scripts, coordinate user acceptance testing, track defects, and support releases and post-release validation.
• Support daily Salesforce operations, user questions, data validation and cleanup, reports, dashboards, and ad hoc business analysis.
• Support integrations with investor onboarding, fund accounting, marketing automation, document management, and downstream reporting platforms.
• Support training, office hours, documentation, release communications, continuous improvement, and AI and automation initiatives.

Requirements

• Bachelor’s degree required. A concentration in Information Systems, Computer Science, Business, or a related field is preferred; a graduate-level degree is also preferred.
• 2–4 years of experience in product management or business analyst roles required. Experience in Private Equity, Financial Services, or Technology is preferred.
• Hands-on experience owning or implementing a CRM platform, with Salesforce strongly preferred, including configuration, release management, and reporting.
• Experience leading or playing a central role in a CRM or enterprise platform implementation, including data validation, user training, and rollout.
• Experience with data analytics and business intelligence tools to generate insights, define KPIs, and support data-driven decision-making.
• Experience managing vendor platforms or SaaS implementations and directing business analyst, quality assurance, or partner resources.
• Strong understanding of data management, governance, and integration frameworks, plus experience in Agile delivery environments.
• Strong attention to detail, relationship-building, written and verbal communication, documentation, organization, initiative, and follow-through.
• Advanced proficiency in Microsoft Excel, including data analysis and pivot tables.

Nice to have

• Familiarity with institutional fundraising, client coverage, or sales processes.
• Experience supporting a commercial or front office user base.
• Eagerness to develop hands-on Salesforce skills and pursue Salesforce Administrator certification.

Culture & Benefits

• Regular collaboration with fundraising, sales, investor services, technology partners, and business stakeholders.
• Retirement benefits, health insurance, life insurance, and disability coverage.
• Paid time off and paid holidays.
• Family planning benefits and wellness programs.
• Potential eligibility for an annual discretionary incentive program based on individual and organizational performance.