Salesforce Business Analyst

Title: Salesforce Business Analyst- Private Equity
Location: New York, NY (Hybrid)
Duration: Long Term
C2H
· Lead data migration efforts into Salesforce, including mapping companies, contacts, and business entities to Salesforce objects
· Build and maintain Excel-based data mapping files using formulas (VLOOKUP, INDEX-MATCH, pivot tables, data validation) for field analysis, de-duplication, and data quality resolution
· Write clear, comprehensive requirements documentation (BRDs, FRDs, user stories) with technical permutations and acceptance criteria
· Create and manage JIRA tickets (Epics, Stories, Tasks) that accurately capture scope and enable developers to build without ambiguity
· Work with software developers and QA engineers to understand deployment processes, sequence work, and meet deadlines
· Engage directly with internal business stakeholders to understand processes, workflows, and data needs, and translate those into structured deliverables
· Take detailed meeting notes and translate them into actionable documentation and open item trackers
· Support 2-3 concurrent initiatives simultaneously, balancing priorities across workstreams
· Create presentations and write effective status communications for leadership and project stakeholders
· Prototype reports and dashboards in Salesforce to validate solutions with business users
Requirements
· 8+ years of experience as a Business Analyst in financial services, private equity, or alternative investments
· Salesforce platform experience: understanding of objects, data model, CRM concepts, reports, and dashboards
· Strong Excel proficiency: formulas (VLOOKUP, INDEX-MATCH, XLOOKUP), pivot tables, conditional formatting, data validation. Must be comfortable building data mapping files, not hard-coding values
· Data mapping and data migration experience: source-to-target mapping, data profiling, data quality remediation, de-duplication
· Requirements documentation experience: BRDs, FRDs, user stories with permutations and acceptance criteria
· JIRA proficiency: creating and managing Epics, Stories, and Tasks; backlog grooming; sprint planning support
· SQL or BI tool experience (Power BI, Tableau) for data analysis and reporting
· Strong written and verbal communication skills: ability to present to business stakeholders and write clear, effective emails
· Self-directed work style: ability to identify gaps, resolve issues proactively, and deliver complete work without constant oversight
· US-based and authorized to work in the United States..............
Preferred Qualifications