Salesforce Business Analyst Salesforce Business Analyst …

MFS Investment Management
in Boston, MA, United States
Permanent, Full time
Be the first to apply
MFS Investment Management
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Salesforce Business Analyst
Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

Job Description The Salesforce Business Analyst will work closely with members of our Global Distribution team in directing the definition, planning, design and implementation of global strategies, business initiatives and efficiencies relative to Salesforce. The main initiative of this team is to focus on incorporating data, functionality, customer-based analysis and analytical insight in an effort to improve our strategic and tactical approach to Distribution effectiveness.

Principal Responsibilities:
  • With a comprehensive understanding of Global Distribution's business processes, systems, workflows and key data requirements globally, act as the business lead in coordinating the development and implementation of major systems related initiatives affecting the Global Distribution business and processes.
  • Gathers business requirements on future state improvements, workflows, data and tools from each business area.
  • Helps facilitate active user groups to drive the ongoing, two-way engagement of business users to define, adopt and enhance the processes and functionality of platform. Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.
  • Advocate and collaborate to ensure Global Distribution's requirements are implemented effectively through salesforce; communicate the status of initiatives with Global Distribution.
  • Drive the definition, development and implementation of workflows and procedures around new systems initiatives. Ensure new processes are developed, communicated and institutionalized across Global Distribution teams.
  • Monitor adoption and usage metrics and collaborate with internal training group to modify training program based on need prioritization.
  • Conducts analysis, coordinates decision making, and informs Salesforce Business Manager when issues arise that impact the needs of the business users.
  • Assist in defining new workflows, role changes and work for each business area to gain support on solutions.
  • Conduct user acceptance testing and gather feedback from each business area.
  • Works closely with business readiness team to ensure training materials necessary for new systems and processes.
  • Helps to identify areas where new processes or technologies can be leveraged to create enhanced customer service or improved operational efficiencies. Understands the technology used by Global Distribution to ensure all project and/or process solutions represent the best possible use of technology.
  • Assume additional responsibilities as required.

  • Bachelor's degree or Salesforce Certification is required.
  • Minimum of 5 plus years' related experience in a client service or distribution capacity and preferably 3 plus years in Financial Services.
  • Demonstrated ability to work independently on a wide array of business projects as well as interact with all levels of MFS management.
  • Ability to align functional expertise and solutions to meet the changing demands of clients, competitors and regulators Basic technical competence of relevant Financial Service technologies.
  • Ability to assess business needs and assist in the introduction of new solutions or modifications of existing solutions as needed.
  • Strong organizational and project management skills.
  • Excellent interpersonal, communication and management skills. Experience designing and delivering presentations and training to diverse audiences, including business groups and global client- facing teams.


If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. " Click here to view the 'EEO is the Law' poster and supplement ."