The Senior Salesforce Business Analyst will design scalable Salesforce solutions, manage platform integrity, gather requirements, and liaise between business and technical teams.
Geode is seeking a Salesforce Senior Business Analyst who combines platform expertise with a strong ability to craft solutions that deliver business value. This role will design scalable Salesforce solutions, maintain and configure the platform, and serve as a liaison between business and technical teams. You will gather requirements, lead discovery sessions and translate business needs into functional, user-centric solutions while ensuring platform integrity and long-term scalability.
This role is based out of our office in Boston, Massachusetts and is required to follow the firm’s current hybrid work schedule: Tuesday, Wednesday and Thursday in-office, with the option to work Monday and Friday remote from home.
What You’ll Do:
Salesforce administration
- Manage user provisioning, roles, profiles, permission sets, and sharing settings
- Configure standard and custom objects, fields, page layouts, Lightning pages, and record types
- Build and maintain automations (Flows, Process Builder, validation rules, approval processes)
- Handle data imports/exports, mass updates, and develop reports/dashboards
- Maintain sandbox environments, oversee release deployments, and perform regular platform audits
Solution design
- Design secure, scalable, and high-performing solutions on Salesforce Sales Cloud
- Develop and maintain design diagrams, data models, and system integration plans
- Partner with internal data teams to ensure alignment on all inbound and outbound data flows
- Assess new Salesforce features and recommend adoption plans that align with business goals
- Guide the technical direction of Salesforce projects from ideation through delivery
Business analysis
- Partner with stakeholders across sales, client service, finance, operations, and technology
- Lead discovery sessions to understand pain points, workflows, and business needs
- Translate complex requirements into clear user stories and functional specifications
- Facilitate workshops and drive consensus between cross-functional teams
- Create wireframes, process diagrams and documentation to support solution design
- Serve as a trusted advisor and communicate technical concepts in business terms
Governance and continuous improvement
- Promote system and data governance through clear standards and documentation
- Identify areas for process improvement, automation, and cost reduction
- Serve as the internal expert on Salesforce best practices, change management and release cycles
- Stay up to date with Salesforce releases and ecosystem trends, sharing insights with teams
- Provide hands-on support and training to help teams use Salesforce effectively
Skills You Bring:
- 6+ years of hands-on Salesforce administration experience
- Strong knowledge of Salesforce declarative tools and configuration best practices
- Demonstrated experience with Salesforce Lightning Experience including Lightning App Builder, Screen Flows, Record-triggered Flows, and Scheduled-triggered flows
- Experience with conditional logic and object model concepts
- Proven ability to analyze business problems and deliver effective Salesforce based solutions
- Strong stakeholder engagement, workshop facilitation and documentation skills
- Excellent verbal and written communication. Able to influence, negotiate, and manage expectations
Preferred Qualifications:
- Bachelor's degree preferred
- Salesforce certifications: Administrator (preferred), Sales Cloud Consultant, Platform App Builder, or Architect
- Experience with project delivery methodologies (agile, scrum, or hybrid)
- Familiarity with integration platforms (Mulesoft / Snaplogic) and data tools (Data Loader, Workbench)
- Experience working with internal development teams, data models, or integrated systems
- Experience in regulated or data sensitive industries such as finance, healthcare, or legal
Company Overview:
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 180 employees.
Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.
Top Skills
Salesforce
Salesforce Lightning
Geode Capital Management Boston, Massachusetts, USA Office
Our headquarters are located in Boston's Financial District, the center of one of the world's most vibrant finance and technology hubs. We're steps away from South Station MBTA subway, bus, and commuter rail lines.
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