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The Business Analyst of PWM Product Management will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.

This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, and participating in pre/post release testing.

What you will do as a Business Analyst, PWM Product Management, Salesforce:
* Work with the business to come up with solutions for improvements to the Salesforce platform
* Document and translate business requirements into efficient solutions
* Perform data analysis in support of platform improvements and engagement
* Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users
* Support project planning and managing of business team deliverables
* Collaborate with management to ensure timely and successful resolution of project issues
* Attend/Coordinate/Lead meetings as required

Qualifications

What skills you will use:
* 5+ years of business analysis experience in the implementation of process design and project management
* 5+ years of enhancing wealth management or financial services technology platforms to support business goals
* 3+ years designing and implementing solutions for Salesforce Financial Services Cloud platforms
* Self-directed and driven, with an ability to work on multiple projects simultaneously with minimal direct supervision
* Highly organized with excellent verbal and written communication skills
* Able to be flexible as needs change, moving seamlessly between the strategic and the tactical, while maintaining focus on our end-users needs
* Strong analytical and problem-solving skills

Job Demands:
* Must be able to view solutions from the perspective of the of the end-users and clients
* Must be able to work effectively with business partners
* Must be able to review and analyze data reports and manuals; must be computer proficient.
* Must be able to communicate effectively via telephone and in person.

Benefits

• PTO + Benefits
• Generous bonuses
• Great work life balance

SALESFORCE BUSINESS ANALYST - ACTIVELY INTERVIEWING - NY - 125k

One of our financial services clients is looking to bring a Salesforce Business Analyst onto the team. They are looking for an experienced professional who is looking for a new opportunity where they can grow within the position and company. This is a hybird opportunity with the ideal candidate local to WESTCHESTER , NY as there is an onsite requirement.

Responsibilites:

• Identify, define, document, and test solutions to improve business processes and efficiencies
• Engage with Stakeholders
• Gather data and requirements
• Collaborate with team members

Qualifications:

• 3+ years of Experience
• Salesforce Certified (+)
• CPQ Experience (+)

Benefits include a base salary of $125k! This is an excellent opportunity to work with a growing investment institution.

If you are interested, contact Nate at n.bridgeman@masonfrank.com or call at 646-863-7603.

Mason Frank International is the global leader for Salesforce.com recruitment, supporting more Salesforce.com jobs than any other agency. We deal with both Salesforce.com Partners & End Users throughout North America. By specializing solely in placing candidates in the Salesforce.com market I have built relationships with most of the key employers in the US and have an unrivaled understanding of where the best opportunities and Salesforce.com jobs are. I understand the need for discretion and welcome the opportunity to speak to any candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. To apply for this role or for information on the Salesforce.com market and some of the opportunities that are available I can be contacted at n.bridgeman@masonfrank.com or call 646-863-7603.

nCino Consultant Opportunity - 100% REMOTE - Permanent/Direct Hire



My client is looking for both Mid-Level and Senior-Level nCino Associates who are driven by success and eager to join a team! I'd love to get in touch and see if you'd be a great fit!

• My client is OPEN to visa sponsorship
• Up to 150k
• 100% REMOTE

If you're open to hearing about this fast moving opportunity, reply with a copy of your updated resume and a good time to chat!



Have a great day and stay safe

Senior Salesforce Consultant-Fully Remote-$90k+

100% Remote | 100% Paid Benefits | Unlimited PTO | Competitive Compensation

Job Description

This fast growing Salesforce Consultancy is looking for an outgoing, and experienced Salesforce professional to join the team. You will serve as the day-to-day lead on implementations, as a Salesforce Consultant you'll be impacting our customers through becoming a credible point of contact by creating value through the Salesforce implementation process. As Consultant, you'll have a pivotal impact on the direction of our firm by supporting the growth of the team through mentorship and technology ideation.

Role & Responsibility

• Lead business requirement gathering and Salesforce solutions
• Configure and/or develop solutions within Salesforce environment
• Overcome challenges and provide value to client issues
• Head up Data analysis, research, and create reports
• Perform project scoping, configuration, and data mapping
• Provide innovative solutions
• Own completion and accuracy of client needs
• Be a technical and functional lead through project
• Increase knowledge in training courses, mentoring, and client relationship

Ideal Qualifications:

• 4+ years of Salesforce experience
• Salesforce certifications
• Flawless communication skills
• End-to-end Salesforce implementation experience
• Ability to lead requirements gathering in detail
• Have designed a solution for clients
• Comfortable with hands on configuration and building Flows
• Exposure to multiple Salesforce Clouds
• College education

We are actively interviewing, if you are interested in this role apply here.

Salesforce CPQ Solution Architect

A premier Salesforce partner is looking for a strong Salesforce Consultant to lead their clients Salesforce systems to the next level. Experience with CPQ implementations is necessary as this role requires someone who can guide clients through this transition of their system.

It is a 100% remote. The compensation is lucrative due to the unique skill set this role requires.

Qualifications:

• Lead Salesforce implementation experience (CPQ, Sales, Service, Community, Marketing, Pardot, NonProfit, etc.)
• At least one Salesforce certification
• Experience with at least 2 CPQ projects
• Experience working with internal teams to shape the technical architecture of Saleforce implementations and scoping projects to address specific needs.
• Documents current state technical processes and prepares gap analysis between current state and desired future state
• Conducts technical process reviews, design sessions, and other architecture meetings
• Designs and executes data extraction and manipulation techniques to support workflows and integration with other systems
• Maintains currency with Salesforce feature releases and updates
• At least 3 years of experience in a architect role
• At least 3 years of hands-on experience building technical solutions within at least two clouds (Sales, Service, Community, Marketing, Non Profit, Pardot, and Education Clouds)
• Demonstrated ability to architect, build and execute data feeds, platform configuration, and components needed to run complex multi channel automations and reports
• Development experience with Apex, VisualForce, HTML/CSS, Ampscript, JavaScript, SQL is preffered
• Advanced understanding of common integrations and third-party technology solutions
• Strong organizational and project management skills.
• Exceptional customer service skills and strong interpersonal skills, including ability to communicate effectively with technical staff and non-technical users

Mason Frank International is the global leader for Salesforce.com recruitment, supporting more Salesforce.com jobs than any other agency. We deal with both Salesforce.com Partners & End Users throughout North America. By specializing solely in placing candidates in the Salesforce.com market I have built relationships with most of the key employers in the US and have an unrivalled understanding of where the best opportunities and Salesforce.com jobs are.

I understand the need for discretion and welcome the opportunity to speak to any candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. To apply for this role or for information on the Salesforce.com market and some of the opportunities that are available I can be contacted on 646-553-6264 (ext 6264)or c.zajkowski@masonfrank.com.

Salesforce Developer Team Lead/Sales Technology Team Lead - 150K + BONUS - HIRING NOW

Interested in being a part of a new digital transformation? In this role you will have the opportunity to do hands on development work, lead a team, and have autonomy over the Salesforce platform. This is a very important hire to our financial services client as this role will have little to no supervision and you will be working very closely with stakeholders. The ideal candidate is local to NYC or is comfortable visiting the office as needed.

Essential Duties and Responsibilities:

• Software engineering skills with Force.com Platform (Apex, VisualForce, SOQL, Unit Testing)
• Demonstrated experience and knowledge of relational databases, data modeling, and ETL tools
• Experience with web services (REST & SOAP, JSON & XML, etc.)
• Environment management (Full, Partial and Dev. sandboxes)
• Manage the deployment of other third-party applications (i.e. DST/SS&C SalesConnect)
• Develop and manage dashboards and reports in Salesforce

Supervisory Responsibilities:

• This job will oversee a team of 5 programmers, both onshore and offshore.

Qualifications:

• Experience managing a team of Salesforce developers
• Experience facing off with Sales Management
• 5 years of experience with Platform Development
• 3 years of experience in application development and administration activities in Sales Cloud
• 1 year experience with development activities on the Salesforce Lightning platform which includes: Lightning Components using the Lightning Design System framework, Apex, Apex data loader, LwC, Aura Components, using REST API development and declarative platform tools
• Salesforce Developer and Administrator Certified (+)
• Strong interpersonal and communication skills

Benefits include a base salary of $150k + bonus! This is an excellent opportunity to work with a growing financial institution.

If you are interested, contact Sam at s.heesch@masonfrank.com or call at 347-478-5997.

Mason Frank International is the global leader for Salesforce.com recruitment, supporting more Salesforce.com jobs than any other agency. We deal with both Salesforce.com Partners & End Users throughout North America. By specializing solely in placing candidates in the Salesforce.com market I have built relationships with most of the key employers in the US and have an unrivaled understanding of where the best opportunities and Salesforce.com jobs are. I understand the need for discretion and welcome the opportunity to speak to any candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. To apply for this role or for information on the Salesforce.com market and some of the opportunities that are available I can be contacted at (347)- 478- 5997 or sheesch@masonfrank.com