Salesforce Business Analyst

Lido Advisors is a nationally recognized wealth advisory firm focused on delivering comprehensive financial advice to high-net-worth individuals and institutions. They are seeking a Salesforce Business Analyst to drive requirements, solution design, and delivery execution across their Salesforce CRM platform, collaborating closely with business stakeholders and technical teams.

Responsibilities:

• Lead discovery sessions with business users to understand current processes, pain points, and desired future state
• Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications
• Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations
• Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog
• Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards)
• Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed
• Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption
• Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication
• Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs
• Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release
• Support release management activities (change documentation, release notes, enablement communications)
• Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support
• Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations)
• Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting)
• Create and maintain end-user documentation, SOPs, and job aids
• Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency
• Track adoption feedback and propose improvements for usability, efficiency, and standardization
• Maintain configuration and technical documentation in the team's knowledge base
• Provide Level 3 support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams
• Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools

Requirements:

• Bachelor's degree in a related field, or equivalent professional experience
• 3–4+ years' experience as a Salesforce Business Analyst, or a BA/Admin hybrid supporting Salesforce implementations and enhancements
• Strong experience writing user stories, acceptance criteria, and translating business needs into clear functional requirements
• Hands-on understanding of Salesforce capabilities including: Standard/custom objects, fields, record types, page layouts, Flow, validation rules, approval processes, permissions/sharing concepts, Reports & dashboards
• Experience working in Agile/Scrum delivery models, Confluence/JIRA; comfortable with backlog grooming and sprint support
• Exceptional communication skills—able to collaborate with both technical and non-technical stakeholders
• Strong analytical/problem-solving ability with attention to detail and a bias for action
• Experience with source control and release management tools such as Git, Bitbucket/GitHub, Salesforce CLI, Salesforce Change Sets, or similar deployment technologies
• Ability to communicate clearly with technical and non-technical stakeholders
• Strong problem-solving skills, attention to detail, and willingness to ask questions, learn the business, and grow into broader solution ownership
• Experience in RIA / wealth management / financial services (custodian, advisory operations, client onboarding/service, compliance workflows)
• Exposure to Salesforce Financial Services Cloud and/or related CRM models
• Familiarity with integrations and data flows (REST/API concepts, middleware patterns, error triage)
• Working knowledge of basic Salesforce data tools (Data Loader concepts, CSV hygiene, field mapping)
• Salesforce certifications: Salesforce Administrator, Business Analyst, or Platform App Builder
• Experience supporting reporting/analytics use cases (CRM Analytics/Tableau CRM exposure is a plus)