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Salesforce Analyst - New York, NY

USA, New York

Job description

Salesforce Analyst - New York, NY

a0MP9000009RsC1.2



Business Analyst, Salesforce - New York, NY

A highly rated global speciality property & casualty insurer focused on small to mid-sized commercial clients is seeking a Salesforce Business Analyst to support their Salesforce platform. This is an exciting opportunity to join a company at the ground floor of their Salesforce implementation!

Responsibilities
  • Elicit, document, and refine business requirements through workshops and stakeholder interviews, translating them into detailed user stories, process flows, and functional specifications
  • Design scalable Salesforce solutions, recommending the best combination of declarative features and custom development
  • Create and maintain comprehensive project documentation, including data models, use cases, test scenarios, training materials, and release notes
  • Lead user acceptance testing (UAT), develop test cases, coordinate sandbox management, and oversee change deployment to production
  • Own the enhancement backlog, prioritise incoming requests, and enforce change governance processes
  • Build and deliver recurring reconciliation reports, executive dashboards, and monthly aggregated data sets under strict deadlines
  • Investigate and resolve data quality, mapping, and integration issues in collaboration with technical teams
  • Produce ad hoc analyses and actionable insights for leadership and strategy teams
  • Develop and conduct end-user training programs, create self-service resources, and provide ongoing post-go-live support
  • Monitor platform adoption, performance metrics, and user feedback to identify continuous improvement opportunities
  • Stay current with Salesforce releases and proactively recommend new features that align with business objectives
  • Report system health, security posture, and compliance status to IT and governance stakeholders


Requirements
  • 5+ years of experience as a Salesforce Business Analyst or similar role
  • An active Salesforce Administrator certification is required
  • Additional certifications strongly preferred (Advanced Administrator, Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder, or Business Analyst)
  • Proven expertise in requirements gathering, process mapping, user story writing, and acceptance criteria definition
  • Strong data analysis skills with advanced proficiency in Excel (pivot tables, VLOOKUP, large data sets)
  • Solid understanding of Salesforce data architecture, integrations, and reporting capabilities
  • Demonstrated ability to facilitate meetings, present to senior leadership, and explain technical concepts to non-technical audiences
  • Comfortable thriving in high-pressure periods and delivering against firm monthly deadlines
  • Excellent written and verbal communication skills
  • Self-directed with strong prioritisation and multitasking abilities in a dynamic environment
  • Team player with a track record of building trusted relationships across business and technical groups


About Mason Frank

Mason Frank International is the global leader in Salesforce recruitment, connecting top Salesforce professionals with leading organisations worldwide. Our deep market expertise and extensive network help candidates find career-defining roles while enabling companies to build exceptional Salesforce teams.

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