For Recruiters

Salesforce CRM Business Analyst- Investment Banking IT Projects

Synechron Inc.
New York, United States
Posted about 1 month ago In-Office Permanent $100k - $160k
Posted by
Raj Choure
As a Salesforce CRM Business Analyst, you will be responsible for conducting business analysis and documenting business requirements while collaborating closely with end users, product managers, UX and other technology partners to develop designs for implementation. You will also provide production support, track deliverables against project timelines, and support vendor upgrades. While not required, any Salesforce Certifications will be beneficial.


  • Support product managers on large projects to produce better business outcomes
  • Analyze and decompose current-state business processes
  • Define target-state business processes and align functional solutions
  • Drive information-gathering activities such as surveying, analyzing and evaluating processes, products and services, by using a variety of internal and/or external data
  • Develop and present documentation supporting project initiatives including business case, project scope, business and functional requirements, user stories and use cases in accordance with established service levels and documentation standards
  • Assist with all phases of the SDLC with emphasis on requirements, UAT and Change Management
  • Assist in coordinating business unit subject matter expert meetings to solicit and cross-reference business and functional requirements
  • Help ensure the project team is adhering to project plans and help identify and resolve discrepancies
  • Support product managers(s) in meetings and presentations (e.g., meeting notes, presentation materials, business reviews / sign-off)
  • Track deliverables and ensure items are closed within project timelines (e.g., action items, open questions, requirements sign-off, business reviews, etc.)
  • Complete assigned project deliverables according to the project plan and expected quality
  • Ensure all product documentation, FAQ’s, and runbooks are captured and up-to-date
  • Work closely with change management and manage user feedback related to CRM products and features
  • Collaborate with product managers to review and prioritize feedback
  • Provide subject matter expertise for new and existing (BAU) products and first response to the production support team for CRM product team


You are:

  • Equipped with 2-5 years of experience in a large organization or major consulting organization focused on Business Analysis within the Equity, Fixed Income or Investment Banking domains
  • Experienced with implementation and integration, including different business systems and working with integration tools
  • Highly attentive to detail with thorough documentation skills
  • Experienced in configuring Salesforce, including workflows, validation rules, and security controls
  • Able to leverage analytical and problem-solving skills in a fast-paced environment
  • Able to collaborate with business stakeholders, business process owners, technical project managers and technical teams to execute business analysis tasks
  • Driven with a desire to learn and grow both technical and functional skillsets
  • Inquisitive and continuously focused on identifying inefficiencies and improving business processes
  • Able to thrive in a collaborative environment with excellent interpersonal skills
  • Goal-orientated, self-motivated and adaptable to changing situations
  • A strong verbal and written communicator with excellent presentation and interpersonal skills; must be detail-orientated
  • Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, SharePoint as well as other project management and time tracking tools


It would be great if you also had:

  • Experience in Investment Banking and/or Global Markets (Equities and Fixed Income)
  • Salesforce Certifications and SQL knowledge
  • Experience with Salesforce Communities Setup and Configurations


We Can Offer You:

  • A highly competitive compensation and benefits package
  • A multinational organization with 36 offices in 17 countries and the possibility to work abroad
  • Laptop and a mobile phone
  • 15 days of paid annual leave
  • Maternity & Paternity leave plans
  • A comprehensive insurance plan including: medical, dental, vision, life insurance, and long-/short-term disability
  • Retirement savings plans
  • A higher education certification policy
  • Commuter benefits
  • Extensive training opportunities, focused on skills, substantive knowledge, and personal development
  • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses 
  • Coaching opportunities with experienced colleagues from our FinLabs and Center of Excellences (CoE) groups
  • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms
  • A flat and approachable organization
  • An excellent working atmosphere: regular drinks, sports activities, offsite weekends with a young, dynamic team
  • A truly diverse, fun-loving and global work culture


Additional Information – New York-Based Roles ONLY

The base salary for this position will vary based on geography and other factors.

In accordance with New York law, the base salary for this role if filled within New York is $100k-$160k/year & benefits .



Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more.

All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.


Job ID  011522
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