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Salentica Business Analyst

Expired Job

Advent Software Jacksonville , FL 32277

Posted 2 months ago

We are seeking a highly motivated, detail oriented and analytic professional to join the SS&C Salentica Delivery team in support of project implementations on the MS Dynamics and Salesforce CRM platforms.


  • Excellent communication skills and a high attention to detail

  • Ability to work independently as a self-starter and in a team environment

  • Ability to work with internal teams to deliver client solutions

  • Working knowledge of financial services/asset management and RIA markets

  • Analyze client data and configure CRM accordingly, based on client requirements

  • Provide training and implementation support during onboarding process

  • Capture, document, design, optimize and re-engineer CRM business processes

  • Capture detailed requirements for CRM

  • Provide CRM configuration services to SS&C Salentica clients

  • Other project duties as assigned

Position Qualifications

  • Bachelor's degree

  • Ability to recognize a client requirement, document, and outline steps for execution

  • Superior time management skills

  • Superior written, verbal communications skills

  • Ability to manage stakeholder expectations and report/communicate these back to the SS&C/Salentica Delivery team

  • Ability to take ownership of a task from initiation to completion

Preferred Qualifications:

  • Experience as a business and/or process analyst for moderate complexity CRM implementations with a CRM Solution (MS Dynamics and/or Salesforce)

  • Experience with CRM client facing implementation( MS Dynamics or Salesforce) either as a process analyst or in a management capacity

  • Major IT implementation experience and understanding how systems are affected by the business process change

  • Experience in dealing with complex business problems, identifying business/functional user requirements and recommending how to best support them through processes and applications

  • Ability to have influence without authority, and a strong ability to sell recommendations and solutions by stating advantages and value in business terms

  • Related financial service/wealth management industry experience

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Salentica Business Analyst

Expired Job

Advent Software