Senior CRM Support Analyst



·       Serve as primary Salesforce Administrator.

·       Timely management of each platform incident queue and mailbox.

·       User management across systems.

·       System uptime and associated communications.

·       Timely resolution of technical user issues and requests.

·       Interfacing between users, product owners, and the development teams to properly onboard enhancement and bug-fix work for the platforms and integrations.

·       Data analysis and loading into systems.

·       Cross-system Integration troubleshooting as well as cleanup activities (e.g. data merges).

·       System/platform configuration and administration.


Knowledge, Education, and Experience:


·       Minimum of three to five years of relevant experience in Salesforce administration or support required.

·       Excellent Excel proficiency and analysis skills.

·       Strong familiarity with Salesforce object model.

·       Outstanding analytical and problem-solving skills.

·       Excellent communication, collaboration, and interpersonal skills.


Preferred Experience:


·       Experience working in the Investment industry, particularly within Investor Relations.

·       Experience working with other CRM technologies, such as DealCloud.

·       Management and mentorship of junior technical resources.