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Stifel

Full-service wealth management and investment banking

Salesforce Technical Analyst

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Collaborate with business stakeholders and architects to elicit, document, and analyze functional and technical requirements.
  • Develop clear user stories and acceptance criteria to guide development and testing.
  • Manage Salesforce data imports, exports, cleansing, and deduplication to maintain data integrity and accuracy.
  • Clearly articulate the Salesforce data model, objects, and data security.
  • Work closely with technical analysts and developers to support implementation.
  • Provide end-user training and support on Salesforce functionality and processes.
  • Identify opportunities for Salesforce process improvement and automation, and recommend and implement enhancements.
  • Use negotiation skills and techniques to obtain agreement between differing interests and constructively challenge management by bringing different views into the open.
  • Have strong problem-solving and analytical skills.
  • Have a deep understanding of Salesforce platform architecture, data model, security model, and development best practices, with familiarity with Apex, Visualforce, Lightning Web Components, and SOQL.
  • Communicate information and ideas in spoken or written form so others can understand.
  • Deal with ambiguity and rapid change.
  • Have a bachelor's degree in computer science, information technology, or a related field, or equivalent work experience.
  • Have at least 3 years of experience in Salesforce development or administration, with a strong focus on technical analysis and solution design.
  • Hold Salesforce Certified Advanced Administrator and Salesforce Certified Sales Cloud Consultant credentials.
  • Understand Apex, Aura, Visualforce, and Lightning Web Components.
  • Have high-level proficiency with SOQL and Salesforce Data Load.
  • Have experience with Git or another version control system and continuous integration/continuous delivery.
  • Have experience implementing testing platforms and unit tests.

Responsibilities

  • Bridge business needs and technical solutions within the Salesforce platform.
  • Collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable, efficient Salesforce solutions.
  • Design and develop technical solutions, including custom objects, fields, workflows, validation rules, and Flows, to meet business requirements.
  • Develop and execute unit, integration, and system test plans to ensure the quality and reliability of Salesforce solutions.
  • Stay current with new technologies and assess how they can be applied to the firm's needs.

Desired Qualifications

  • Hold Salesforce Certified Platform Developer I.

About the Company

Stifel

Full-service wealth management and investment banking

Stifel Financial Corp. offers a full range of financial services, including private client brokerage, wealth management, and investment banking. Clients work with financial advisors to build personalized investment plans and execute trades, while its capital markets arm underwrites and distributes securities for institutional clients. The firm differentiates itself by combining private-client advisory services with institutional and capital markets capabilities across a large U.S. and Europe footprint, backed by a long history dating back to 1890. Its goal is to help clients grow, protect, and transfer wealth through coordinated financial advice and market services on a nationwide platform.

Company size
5,001-10,000
Company stage
IPO
Headquarters
St. Louis, MO
Founded
1890

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