Product Analyst-Salesforce

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Corient does not offer employment sponsorship. All candidates must be legally authorized to work in the United States without current or future visa sponsorship.

Product Analyst-Salesforce

Responsibilities

Own day-to-day product operations and enhancements for suite of product features within our Salesforce CRM

Drive strategic business outcomes and continuous operational improvements through the usage of Salesforce

Build specific technical requirements for Salesforce configuration, features, and workflows

Work with Product Development team to develop, configure, and test features

Develop and maintain robust user training materials and engage with users to ensure consistent product usage

Ingest, prioritize, manage, and resolve Salesforce assistance requests

Qualifications & Requirements

Distinguished academic track record

2-3+ year work experience in a Product-related role

Preferred work experience in Financial Services industry

Demonstrated expertise and certifications in Salesforce or willingness to obtain administrator / consultative certification within 90 days

Experience with key enterprise tooling, e.g., Jira, PowerPoint, Excel

Familiarity with Salesforce integrations with other 3rd party systems

Preferred experience engaging with client servicing, sales operations, Dev Ops, and QA teams

Ability to translate complex business requirements into technology features, optimizing for simplicity, scalability, and effectiveness

Effective communication, both orally and in writing

Strong analytical, problem-solving, and critical thinking skills

Ability to lead product-related projects end-to-end with minimal supervision

Manage projects and prioritize tasks effectively to deliver key projects

Effective communication, both orally and in writing

Strong attention to detail with a high degree of accuracy and consistency

High standards of professionalism and confidentiality

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

What You can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.