Associate - Salesforce Business Analyst &… at Jordan Park… · San…

Summary: Jordan Park Group provides investment management and financial advice to a distinct community of individuals, families, and institutions. The Salesforce Business Analyst & Data Quality Coordinator will support the evolution of the CRM platform, focusing on data quality, integrity, and reporting reliability across the firm. 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 - 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 Required Qualifications: - 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 Qualifications: - 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 Required Skills: Salesforce ecosystem experience, Data quality management Important Skills: Business intelligence systems, Complex spreadsheets Nice-to-Have Skills: Self-management skills, Project tracking, Wealth management experience, Bachelor’s degree Benefits: 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