CRM Business Analyst - Asset Management
Core
Lead the consolidation of multiple Salesforce CRM instances into a single unified platform and design data flows for management information.
Role type
Senior IC Salesforce Data Consultant (CRM consolidation)
Builds
Unified CRM data model and management information (MI) solutions
Domain
Financial services / Asset management
Required skills
Salesforce data consolidation, data modeling, data transformation, mapping, Microsoft Fabric, Power BI
Preferred skills
Stakeholder management, financial services background
Technologies
Salesforce, Microsoft Fabric, Power BI
Responsibilities
Lead analysis and merging of multiple Salesforce CRM instances, standardize data and design scalable data models, assess and extend current data models, define data transformations for end output, design MI delivery approaches, engage with stakeholders to understand requirements and communicate progress
