Full-Time

Lead CRM Analyst

Posted on 12/3/2024

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$120k - $125kAnnually

+ Bonus

Mid, Senior

Remote in USA

This is a remote role where you will work off-site.

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Talend
JavaScript
Salesforce
JIRA
Development Operations (DevOps)
HTML/CSS
Requirements
  • Salesforce.com Certification, preferably Platform App Builder, Platform Developer, Sales & Service Cloud Consultant
  • Delivery of Salesforce.com automation and custom features that directly served a business need, experience leading 3+ transformative initiatives preferred
  • Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, Excel required
  • Experience in Platform Events, Sandbox Management, DevOps, Snapshots, SFDC Analytics, Marketing Cloud, JIRA, Project Management, Mobile, Eloqua, OwnBackup, Outlook Integration, Service Cloud, preferred
  • SOQL, Talend, HTML, Apex, Javascript, LX web components and exposure or experience with the latest tooling for Salesforce.com optimization all a plus
  • Experience with implementations support a SaaS/subscription business preferred
Responsibilities
  • Solve complex business challenges through well-designed, scalable solutions that do not require high admin overhead, are not error prone
  • Demonstrate strong understanding of business needs, articulate up and downstream impacts, and proactively seek input from business partners where needed
  • Proactively bring best practices to ensure optimal platform performance and sophisticated technical architecture frameworks
  • Lead discovery and requirements gathering sessions with business partners to ensure complete and relevant coverage for requirements and user stories
  • Execute analysis of current state processes, tools, and data sets to provide key project artifacts including but not limited to, ERDs, Data Models, automation specs, impact assessments, cost-benefit analyses, project success criteria (e.g. ROI, KPIs), process optimization proposals
  • Independently author proposals and solutions for net new capabilities to serve in support for downstream development and admin activities, included but not limited to BRDs, Process Flows, Wireframes, and Proofs of Concept
  • Evaluate third party/vendor solution proposals and code quality
  • Design and implement Salesforce solutions to solve for the above mentioned business needs using declarative options, flows, Apex, and LWC's
  • Familiar with SOQL queries and Salesforce's Database Structure
  • Design and execute integrations against third party or proprietary databases with best practice for end-to-end data governance
  • Communication in service of project managements updates, business user support and training, technology partner collaboration
  • Post-implementation admin training, adoption monitoring, backlog management, prioritization and delivery of enhancements

Broadridge Financial Solutions offers technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They provide data management, analytics, and essential communications, helping clients track investments and comply with regulations. Unlike competitors, Broadridge has visibility into 95% of ETF assets and 90% of long-term mutual fund assets, enhancing client engagement. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's strategic acquisitions, such as CompSci and AdvisorTarget, enhance its capabilities in SEC filings and digital marketing, respectively, positioning it for continued growth.
  • The integration with Transaction Network Services for global futures and options platforms reduces operational risks and simplifies market data management for clients.
  • Broadridge's extensive client base and handling of significant ETF and mutual fund assets provide a stable revenue stream and growth opportunities.

What critics are saying

  • The departure of key executives, such as the CFO, could lead to strategic misalignments and operational disruptions.
  • The highly competitive fintech landscape requires continuous innovation, and failure to keep pace could erode Broadridge's market share.

What makes Broadridge unique

  • Broadridge handles over $10 trillion in daily trading volume, making it a critical player in the financial markets with unmatched transaction processing capabilities.
  • Their comprehensive suite of services, including data management, analytics, and essential communications, provides end-to-end solutions for financial firms, unlike competitors who may offer more fragmented services.
  • Broadridge's focus on regulatory compliance and ESG performance monitoring sets it apart in helping clients navigate complex regulatory environments.

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