Demo

Salesforce CRM Business Data Analyst

RTA US
New York, NY Temporary
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/15/2025

Job Description

Job Description

12 months contract (with possible extension)

50-60 / hour on W2 DOE

Client - Financial

Hybrid role - 3 days a week onsite

Basic Purpose

The Business Analyst will work with all members of the Sales Tech team to implement and support projects and systems for all Distribution personnel. The primary focus of this position is the administration, enhancement, support and integration of Sales and CRM systems.

Responsibilities include, but are not limited to :

  • Performing detailed business and data analysis
  • Documenting business and functional requirements
  • Developing end user documentation
  • Writing and executing test plans and cases
  • Answering user questions
  • Resolving system issues / problems in a timely manner
  • Data Analysis and Data Mapping The individual must be motivated, well organized, be sensitive to project and production deadlines, have a quick learning ability and be able to work both independently and in a team environment.

They should have a demonstrated ability to work well under pressure and to handle multiple assignments and tasks over a given time period

Primary Responsibilities :

  • Work closely with other members of the team to perform data analysis, solutions design, testing, and release management across multiple systems
  • Assist team members in evaluating and implementing vendor tools and processes.
  • Ability to work with non-technical end users to interpret and document user requirements and develop functional specifications
  • Participate in meetings with technical groups to ensure that all design questions (e.g., application security, data feeds, etc.) are addressed through the business analysis process
  • Ensure the timely and accurate processing of internal client requests. This includes maintaining standard Application support documentation and supporting the global production response team
  • Serve as subject matter expert process, and / or operational proxy for end users in targeted areas of focus
  • Manage operationally focused projects (e.g., non-political, data / workflow oriented)
  • Participate in other Sales Tech support responsibilities as assigned
  • Develop and execute test plans and test cases
  • Job Requirements :

  • Ability to communicate clearly, both verbally and in writing
  • Knowledge of software development and the system implementation life cycle
  • Knowledge of client-server, database, system design, data modeling and technical architecture concepts
  • Strong data query and analysis abilities and experience
  • Experience with data mapping, data conversion, data integration
  • Knowledge or experience with Snowflake Data Platform; for Client Data Platform preferred
  • Knowledge or experience with Salesforce CRM System
  • Strong problem identification and problem solving skills; ability to propose solutions
  • 5-7 years demonstrated experience with writing business user requirements and functional specifications
  • Experience with Distribution / Sales systems preferred
  • Financial Services industry knowledge preferred
  • Knowledge of Tableau preferred
  • Knowledge of Business Intelligence Tools a plus
  • Knowledge of JIRA agile development software preferred
  • Bachelor's degree or equivalent business experience (computer science degree preferred)
  • Benefits Info

    RussellTobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

    LI-GB1

    Company Description

    As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty.

    Equal Employment Opportunity Statement

    As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

    Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.

    Company Description

    As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty. Equal Employment Opportunity Statement As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.

    Salary : $50 - $60

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