The Planet Grouphttps://cdn.haleymarketing.com/templates/63515/logos/theplanetgroup-200x200.pnghttp://www.theplanetgroup.comhttp://www.theplanetgroup.comtrue
Posted: 11/04/20252025-11-042026-01-09Employment Type:Direct Hire/PermJob Category:TechnologyJob Number: 637770Is job remote?: No
Job Description
Senior Salesforce Business Analyst – (Perm) – MA – Hybrid [Salary range of $93,000 - $167,000 w/0-20% bonus]
Financial organization seeks a Senior Salesforce Business Analyst with ideally 3+ years of professional experience working within Salesforce Financial Services Cloud specifically. The ideal candidate will possess strong user interaction skills to include a history of gathering business requirements, designing workflows, documenting these along with user stories, and other documentation. This person will also possess strengths in data analysis, problem-solving and mapping to include exposure to Azure DevOps, Power BI and MS SQL. Opportunity offers a hybrid role in the Boston area with competitive base, bonus, and other benefits. This requires local or relocated individual, within the immediate area, with availability to be onsite up to 3 days weekly. Please no 3rd party recruiters and only USC or GC Holder work authorization. Thank you!
Requirements
BS or BA in a related field.
USC or Green Card Holder.
Ability to be onsite in MA up to 3 days a week, meaning commutable distance.
Prior history in Financial Services to include Wealth Management or Private Equity.
3 to 8 years’ professional experience with Salesforce, with exposure to Financial Services Cloud preferably, along with a deep understanding of Salesforce features and functionality.
Expertise in Business Processes and Workflow Management to include such areas as Applications Development, Enterprise Architecture, Project Management, Quality Assurance, Systems Support, and Infrastructure.
Expertise in Azure DevOps, Power BI and MS SQL, along with data modeling and design to include conceptual and logical modeling.
Strengths in analytical, data, problem-solving and collaboration, as well as system integrations and data mapping expertise preferred.
Microsoft process, workflow, and collaboration tools expertise.
Salesforce Certifications like Administrator, Advanced Administrator, or Business Analyst are desired but not required.
The ideal candidate will have a positive and proactive demeanor, the ability to build and maintain strong relationships, and operate with a continuous learning and improvement approach.
This individual will have strong facilitation and communication skills with all levels of personnel and through all forms of communication.
Responsibilities
Serving as primary contributor to a wealth product roadmap to develop and deliver strategic business objectives, specifically regarding further utilization of Salesforce.
Working with business and technology users to define and document requirements to include user stories, while proactively identifying/mitigating potential dependencies and risks.
Providing feedback and input regarding alternative solutions while prioritizing to deliver the highest business value for systems optimization.
Working with teammates to coordinate regarding feature development, testing, and readiness.
Developing test plans while supporting testing to ensure technical development enables business needs.
Capturing business requirements while translating these into easy to implement solutions, integrations, designs, tests, transformations, and reports.
Creating and updating project documentation and artifacts to include tasks boards, use cases, documentation, release notes, and technical summaries.
Proactively identify and resolve potential issues with new development or ongoing operational support.
Find and implement efficiencies to optimize capabilities.
Conducting and facilitating training and sharing information with supporting documents and reference materials for employees and team members as needed.
Benefits
Competitive Base Compensation
Up to 20% annual bonus based on organization and individual performance
Health, Dental and Vision Benefits
3 weeks’ vacation
Major Holidays along with 2 out of 3 optional holidays
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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