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Salesforce Business Analyst

Date Posted: 3/18/2020

Job #1572925
Greenwich, Connecticut

Salesforce Business Analyst Location: Greenwich, Connecticut Lucas Group is working with a client in the Financial Investment space that is looking for a Salesforce BA to join their team. The role will be located in the firms Greenwich, Connecticut office.   

Job Requirements

  • Ensure CRM data are reviewed, updated, and formatted to company requirements.
  • Provide continuous status and auditing of the data quality of CRM/ data.
  • Ensure that employees are fully utilizing available technology to enhance productivity and improve work process.
  • Create and present end-user training programs.
  • Create and maintain user accounts and permissions.
  • Extract relevant metrics and indicators from data sets to identify patterns and measure their impact.
  • Data entry, combination, and audit using spreadsheets and SF database.
  • Deliver weekly progress reports detailing tasked accomplished.
  • Keep up-to-date with software release notes and ensure compatibility.
  • Work closely with department subject matter experts.
  • Create custom reports to better utilize system information.
  • Assistance with various other tasks in the CRM/ as needed.
  • Competencies

  • Detail-oriented
  • Follow through
  • Analytical
  • Self-motivated

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