SoHo Dragon represents a financial technology company that needs to hire a Senior Business Analyst for a full time opportunity.

Qualifications:

• Ability to learn alternative asset management, private equity, and investment banking industry, competitive offerings, and customer profiles
• Strong verbal and written communication experience: gather requirements, provide status updates, detect possible risks and identify steps to mitigate
• Experience with the Salesforce platform. This includes knowledge of design, framework, configuration, administration, setup, and best practices
• Proven project experience with implementations and/or strategic initiatives with the Salesforce platform
• Desire to contribute to clients unique culture and accelerate growth across the organization

Responsibilities and Activities:

• Establish trusted relationships with our clients and drive continuous customer satisfaction
• Collaborate and engage actively with project team members and clients
• Configuration of the Salesforce platform, including advanced configuration such as flows/workflow automation, clients products, third-party applications (e.g. Conga Composer), and specialty clouds
• Demonstrate strong facilitation, presentation, and demo skills
• Documentation of project deliverables
• Regular and clear communication with clients on the status of projects
• Delegation of tasks to other teams including developers, data team, and other Delivery resources
• Identify and execute testing scenarios ensure functionality meets client requirements, including the coordination of QA and UAT activities
• Collaborate with the Delivery team regularly to design and implement new processes and tools that align to client business objectives
• Actively engage and expand clients footprint with our client relationships, identifying potential opportunities to continue our value-added partnership with customers
• Actively contribute to the success: understanding the “big picture” with a desire to leave your footprint
• Maintain utilization targets and annual goals set by your Manager
• Maintenance of Salesforce Administrator and Sales or Service Cloud Certifications

Supervisory Responsibilities:

This is currently not a supervisory role

Competencies:

• Knowledge of the Salesforce platform
• Translate business requirements into working technical solutions
• Strong interpersonal and relationship-building skills
• Verbal communication and active listening skills
• Strong analytical and problem-solving abilities
• Ability to be prescriptive and direct to clients: able to “say no” and offer recommendations for success
• Self-directed and resourceful, not afraid to take the initiative to drive projects forward
• Strong work ethic with demonstrated ability to meet deadlines

Preferred candidates will have:

• Salesforce Administrator certification
• Project management knowledge including leading projects, monitoring budget, timeline, actions, and risk management
• Strong background of client-facing experience
• Additional Salesforce platform certification(s)

Additional Requirements:

• Full time
• Travel – Remote with travel for company/ team events
• Authorized to work in the US
• Higher preference for candidates in West Coast hours or willing to work PDT hours