What are the responsibilities and job description for the SALESFORCE BUSINESS ANALYST position at Pathstone?
Company Description : Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20 office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.
As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Job Description :
- Work with a dynamic team who develop, maintain, and enhance our company's Salesforce instance, plus providing user assistance, and supporting our companywide initiatives and projects.
- This role is a project-based, business-improvement role, one that helps guide business groups to improve business processes and efficiency in Salesforce. You will meet with end users, SMEs and stakeholders to elicit, document, and analyze the business requirements around business challenges, and work with our team to propose solutions for consideration.
Qualifications :
Job Responsibilities :
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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