Salesforce Business Analyst
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Business Analyst in the Salesforce team within JPM PI, you will play a key role in translating business requirements into effective solutions and supporting the delivery of products and features that drive operational excellence by leveraging out of the box platform capabilities. You will collaborate with stakeholders and cross-functional teams to overcome challenges, manage dependencies, and ensure the successful release of enhancements that maximize platform value.
In this role, you will develop your expertise by engaging in change management activities, supporting end-users, and maintaining high standards of system integrity and compliance. You will contribute to the continuous improvement of our processes and products, while building your skills and advancing your career in an environment that prioritizes growth, learning, and best practices.
Job responsibilities
- Partners with the Product Manager to identify new product opportunities that reflect the needs of our stakeholders
- Serve as a trusted advisor to stakeholders by gathering requirements and delivering scalable, best-practice solutions
- Supports the collection of user research, journey mapping and business processes to inform the strategic product roadmap and provide insight on potential product features that provide value to stakeholders
- Writes the requirements, epics, and user stories to support product development
- Act as a scrum master to coordinate sprint activities for the delivery team
- Coordinate and participate in peer and business testing to ensure new solutions meet the requirements and are ready for production rollout
- Support and train end-users to drive adoption and maximize the platform's capabilities
- Partner with cross-functional teams to assist with broader Salesforce initiatives and improvements
- Participate in release and change management activities, compliance with the firm's risk, controls, and regulatory standards
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Analyzes, tracks, and evaluates product metrics across the product development life cycle
- Stay on top of newest Salesforce product releases and proactively offer them to stakeholders to improve their experience
- Configure complex reports and dashboards to enhance service operations
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Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in business analysis, product management or project management
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
- Exposure to operational management and change readiness work streams
- Developing knowledge of data analytics and data literacy
Preferred qualifications, capabilities, and skills
- Hands on experience with the Salesforce platform, ideally as an Administrator or Consultant
- Salesforce Administrator certification
- Excellent understanding of standard Salesforce object relationships, particularly unique ones such as Person Accounts, Activities, Opportunities etc.
- Excellent understanding of the standard Salesforce sharing model including role hierarchy, sharing rules, permission sets etc.
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ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion