Salesforce Technical Business Analyst

Contact Details: 1.Christy Vimala Email: christy.vimala@peer-consulting.com Cell: 732-305-0813 2.Saravanan Ganesan Email: saravanan.ganesan@peer-consulting.com Cell: (732) 802-7358 Job Title: Salesforce Technical Business Analyst Location: Hybrid/NYC 3 days a week – No relocation Duration: 12+ Months Years of Experience: 10+ Years Required Hours/Week: 40 Hours/Week Duties and Responsibilities: • Partner with Fundraising and Investor Relations stakeholders to gather, document, and refine detailed business and functional requirements. • Translate business needs into scalable Salesforce solutions in collaboration with developers and architects. • Analyze, troubleshoot, and support Salesforce production issues, including pipeline and workflow challenges. • Work with Apex, Salesforce Flows, and platform configuration to understand system logic and recommend enhancements. • Evaluate current Salesforce setup at Fortress and identify opportunities to optimize workflows, automation, and reporting. • Create user stories, process flows, BRDs, and functional specifications aligned with Agile delivery practices. • Act as a liaison between business users, technology teams, and external vendors to ensure solutions meet operational and regulatory requirements. • Support data integrity initiatives, investor on boarding workflows, and CRM enhancements tied to fundraising activities. • Participate in solution design sessions, UAT coordination, and release planning. • Provide ongoing support and continuous improvement recommendations to enhance platform stability and user experience. Required Skills and Experience: • Strong experience as a Salesforce Technical Business Analyst within financial services (asset management, private equity, hedge fund, or similar). • Solid understanding of Salesforce configuration, automation logic, Apex concepts, and Flows. • Experience troubleshooting pipeline or workflow issues within Salesforce environments. • Proven ability to write high-quality business requirements and collaborate closely with engineering teams. • Strong communication skills with the ability to quickly learn complex business processes and stakeholder needs. Preferred Skills and Experience: • Experience supporting Fundraising, Investor Relations, or CRM platforms in alternative asset management. • Familiarity with Agile/Scrum delivery models and stakeholder workshops. • Background working in regulated financial environments with strong attention to data governance and process controls.