Enterprise Account Executive
Rithum
SFDC
Senior Business Analyst, Business Intelligence and Analytics
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
SFDCTableau
About the role
- Support and influence business units & group functions to define, analyze, build & deliver a value-add business intelligence ecosystem (data, reporting analytics and CRM)
- Define user stories, document requirements, and validate change across the ecosystem in support of the organization’s priorities
- Contribute to and/or manage support of the ecosystem, inclusive of data management, Salesforce configuration and reporting changes
- Focus on near-term needs and future AI productivity related initiatives
- Partner with offshore team members and technology partners to achieve goals
- Understand policies and processes to assist with troubleshooting, identification and implementation of solutions
- Support the Salesforce SMEs in road mapping and enhancements to ensure they meet the strategic goals of the business
- Assist with project execution by drafting business requirements, test and implementation plans
- Act as a liaison between business leaders, staff and utility functions to drive knowledge transfer
- Communicate action plans, status and priorities to appropriate partners
- Proactively seek out and identify needed system changes and continually seek ways to further enhance the end-user experience
- Assist with performing user acceptance testing and ensure the test results meet defined criteria
- Document standard operating procedures and process flows for the organization to reference
Requirements
- Bachelor's degree or equivalent
- 3-6 years of relevant experience, ideally from an Asset Management Firm
- Solid Salesforce.com skills and firm understanding of the concepts of Customer Relationship Management (CRM)
- Hands on reporting / dashboarding experience (e.g. Tableau)
- Prior Project Management/Agile/Business Analyst experience and/or Salesforce Administration experience within Financial Services Industries
- Knowledge of the standard capabilities of Salesforce.com including hands-on Salesforce.com (SFDC) administrative / configuration / implementation experience and/or integration with external systems
- Ability to understand business needs, translate them to technical requirements and deliver value-added solutions
- Ability to apply technical knowledge to support the strategic plans and help shape future AI related use cases
- Advanced Excel skills
- Strong analytical, quantitative and problem-solving skills
- Ability to demonstrate self-sufficiency with accessing, processing and interpreting information
- Ability to lead, influence, communicate and interact with people of all levels across the organization and external partners as required
- Excellent verbal and written communication skills
- Ability to build strong internal relationships and work in a collaborative environment
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceCRMreportingdashboardingTableauProject ManagementAgileBusiness AnalysisExceldata management
Soft skills
analytical skillsproblem-solving skillscommunication skillscollaborationinfluenceself-sufficiencyrelationship buildingknowledge transferorganizational skillstechnical translation
Certifications
Bachelor's degree
