Jordan Park→
Associate - Salesforce Business Analyst & Data… at Jordan Park · San…
Skills
Job Description
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Associate - Salesforce Business Analyst & Data Quality Coordinator
San Francisco, California
The Opportunity
Jordan Park is seeking a Salesforce Business Analyst & Data Quality Coordinator to support the continued evolution of our CRM platform, with a primary focus on improving data quality, integrity, and reporting reliability across the firm. This role sits at the intersection of business operations and technology, partnering closely with Advisory, Operations, and Investment teams to ensure Salesforce data is accurate, actionable, and trusted.
Data Quality & Data Management Responsibilities
- Lead ongoing data cleanup to improve reporting accuracy and usability.
- Create structured templates for teams to review and enrich Salesforce data.
- Partner with business teams to reconcile cross-system data discrepancies.
- Identify data quality issues, analyze root causes, and fix them.
- Execute bulk Salesforce and platform data updates accurately.
- Maintain a data dictionary and key data standards documentation.
Salesforce Administration Responsibilities
- Configure Salesforce fields, objects, formulas, reports, and dashboards.
- Support reporting, dashboards, and ad hoc data requests.
- Manage user access, roles, profiles, and governance.
- Maintain workflows, automations, and validation rules.
- Partner with technical teams on enhancements, releases, and issues.
Qualifications
Required
- 1–3 years of experience working within the Salesforce ecosystem
- Strong communication skills, both written and in-person
- Experience creating and using complex spreadsheets
- Experience using reporting or business intelligence systems
- Strong self-management skills, including project and deliverable tracking
Preferred
- Bachelor’s degree in Business, Information Systems, Economics, or related field
- Experience in wealth management, asset management, fintech, or financial services
- Experience with business intelligence platforms like Tableau, PowerBI, etc.
Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $115,000 to $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).