Job description

• Join a global investment organization in a hands-on Salesforce support role. • Hands-on Salesforce role supporting a global investment organization About Our Client Our client is a well-established global investment organization with an international presence and a sophisticated technology environment. The business is looking for an experienced Salesforce professional to join its IT function in New York and provide high-quality platform support to users across multiple offices. Job Description The IT Systems Analyst - Salesforce will provide day-to-day Salesforce support, administration and technical troubleshooting while helping drive continued improvements to the platform. Key responsibilities include: • Provide Salesforce application support, troubleshooting system failures, discrepancies and user issues. • Perform Salesforce administration and configuration to support users' day-to-day activities. • Create and maintain Salesforce reports and dashboards. • Troubleshoot technical issues across Salesforce, integrations and connected applications. • Carry out root cause analysis and implement sustainable solutions to recurring issues. • Work with business stakeholders to gather and refine requirements and deliver appropriate solutions. • Identify, cleanse and load datasets into Salesforce while maintaining strong data quality and governance standards. • Manage incidents and service requests in line with established IT processes. • Partner with internal technology teams and external vendors to resolve issues and support enhancement requests. • Conduct configuration enhancements and deployments throughout the delivery lifecycle. • Provide ad hoc training and guidance to Salesforce users. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. The Successful Applicant The successful candidate will be an experienced, hands-on Salesforce professional who can confidently support users while troubleshooting technical issues and improving the platform. You should have: • 3-5+ years of Salesforce experience in a Support Analyst, Systems Analyst or similar hands-on role. • Strong experience with Salesforce Sales Cloud and Experience Cloud. • Excellent understanding of Salesforce configuration, Flow Builder, validation rules, security and permissions, reporting and dashboards. • Strong knowledge of Salesforce CRM best practices, data governance and data quality. • Experience troubleshooting Salesforce technical issues end-to-end, including integrations and connected applications. • Experience gathering business requirements and delivering Salesforce solutions. • Knowledge of permission sets, profiles, flows, triggers, workflow rules and Salesforce Lightning components. • Experience with bulk data loading using APEX Data Loader or similar ETL tools. • Salesforce certifications are highly desirable, including Platform Administrator and Platform App Builder. • Experience within an investment or financial services environment is beneficial but not required. Location: Midtown Manhattan, New York. Working pattern: This is a hybrid role requiring candidates to work onsite three days per week, Tuesday, Wednesday and Thursday. Candidates must be comfortable committing to this schedule. Interview process: Please note that all interviews will be conducted face-to-face at the client's Midtown Manhattan office. What's on Offer Contract position $60-$70 per hour, depending on experience Hybrid working arrangement with three days onsite each week: Tuesday, Wednesday and Thursday Opportunity to work in a hands-on Salesforce position within a global investment organization Exposure to a broad Salesforce environment spanning application support, platform administration, configuration, data management and continuous improvement.

Requirements

Must-haves

Join a global investment organization in a hands-on Salesforce support role.
Hands-on Salesforce role supporting a global investment organization
The IT Systems Analyst - Salesforce will provide day-to-day Salesforce support, administration and technical troubleshooting while helping drive continued improvements to the platform.
Key responsibilities include: • Provide Salesforce application support, troubleshooting system failures, discrepancies and user issues.
Perform Salesforce administration and configuration to support users' day-to-day activities.
Create and maintain Salesforce reports and dashboards.
Troubleshoot technical issues across Salesforce, integrations and connected applications.
Carry out root cause analysis and implement sustainable solutions to recurring issues.
Work with business stakeholders to gather and refine requirements and deliver appropriate solutions.
Identify, cleanse and load datasets into Salesforce while maintaining strong data quality and governance standards.
Manage incidents and service requests in line with established IT processes.
Partner with internal technology teams and external vendors to resolve issues and support enhancement requests.
Conduct configuration enhancements and deployments throughout the delivery lifecycle.
Provide ad hoc training and guidance to Salesforce users.
The Successful Applicant
The successful candidate will be an experienced, hands-on Salesforce professional who can confidently support users while troubleshooting technical issues and improving the platform.
You should have: • 3-5+ years of Salesforce experience in a Support Analyst, Systems Analyst or similar hands-on role.
Strong experience with Salesforce Sales Cloud and Experience Cloud.
Excellent understanding of Salesforce configuration, Flow Builder, validation rules, security and permissions, reporting and dashboards.
Strong knowledge of Salesforce CRM best practices, data governance and data quality.
Experience troubleshooting Salesforce technical issues end-to-end, including integrations and connected applications.
Experience gathering business requirements and delivering Salesforce solutions.
Knowledge of permission sets, profiles, flows, triggers, workflow rules and Salesforce Lightning components.
Experience with bulk data loading using APEX Data Loader or similar ETL tools.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

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Effort: medium