Salesforce Business Analyst - U.S. Virtual


Herndon, VA, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/13/2021
  • Website:
  • Company Address: 580 Herndon Parkway, Suite 500, Herndon, VA, 20170

About Skience

Skience® powered by The Athene Group, is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity, and deliver a great client experience. Skience offers deep integrations with the industry’s leading custodians and technology firms, providing advisors with a fully integrated workspace.

Job Description

Business Analyst - Salesforce (Location: U.S. Virtual / Remote) 


Who are we?


Skience transforms the way that businesses within the Financial Services industry operate by offering Salesforce focused advisory and CRM implementation services in addition to our own cloud-based, industry-leading, enterprise-class digital platform for broker-dealers and RIAs to companies in the Wealth Management sector. Our clients range from small companies to Fortune 500 businesses and we’re growing rapidly.



What You'll Do: 



  • Evaluate business processes, anticipate requirements, uncover areas for improvement, and develop and implement solutions.
  • Lead ongoing reviews of business processes and develop optimization strategies.
  • Conduct meetings and presentations to share ideas and findings.
  • Perform requirements analysis.
  • Document and communicate the results of your efforts.
  • Effectively communicate your insights and plans to cross-functional team members and management.
  • Gather critical information from meetings with various stakeholders and producing useful reports.
  • Work closely with clients, technicians, and managerial staff.
  • Ensure solutions meet business needs and requirements.
  • Perform user acceptance testing.
  • Serve as a liaison between stakeholders and users.


Must Haves and Nice to Haves: 


  • A bachelor’s degree in business or related field or an MBA.
  • A minimum of 5 years of experience in business analysis or a related field.
  • Exceptional analytical and conceptual thinking skills.
  • The ability to influence stakeholders and work closely with them to determine acceptable solutions.
  • Excellent documentation skills.
  • Fundamental analytical and conceptual thinking skills.
  • Competency in Microsoft applications including Word, Excel, and Visio.
  • A track record of following through on commitments.
  • Excellent planning, organizational, and time management skills.
  • Working knowledge of the Salesforce platform (e.g. having worked on Salesforce-related projects as a Business Analyst).


Up to 50% travel to client sites is required for this role.


Why Join Us?


We’re a Salesforce Ventures backed company, with a proprietary product that is just beginning to make inroads within our target market.  Our goal is to help companies in the Wealth Management industry deliver a seamless customer experience and our talented employees and proven leadership team of industry experts are paving the way for our continued growth and success.  


We offer our employees a culture of flexibility while encouraging career growth in addition to competitive compensation, healthcare benefits, 401K, PTO and other advantages.


Founded in 2001, we have grown through a reputation of doing what is right for our customers. Come see what is waiting for you here at Skience!




Skience is an Equal Opportunity Employer.


At Skience we understand and value diversity in our employees and are proud to be an Equal Opportunity Employer. We hire the best talent regardless of race, creed, color, national origin, ancestry, disability, marital status, sex, age, veteran status or sexual orientation.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.