Analyst, Salesforce Business & Technical Writer - SF

Company: Jordan Park Group
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Analyst, Salesforce Business & Technical WriterSan Francisco, California
We are looking for an exceptional Analyst, Salesforce Business & Technical Writer in our San Francisco office to support the growth of our firm and play a crucial role in optimizing and evangelizing our Salesforce ecosystem. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
Your Role
You will participate in a very broad set of responsibilities, including but not limited to:

• 
  
• Building expertise in our Salesforce system and how it serves the needs of our client advisors and business operations
  
• Writing and producing communication documents
  
• Writing usage guides, workflow documentation, user stories and more
  
• Testing features and releases with the development team
  
• Developing and delivering training materials and education sessions
  
• Collaborating with our stakeholders to provide insight and gather feedback
  
• Identifying opportunities for process improvement
  
• Providing user support, troubleshooting issues and assisting as needed
  
  About You
  
  • 
    
  • Some exposure to working with a CRM; extensive Salesforce CRM deployment is a core part of our platform
    
  • Optimistic, energetic and a good communicator
    
  • Quick to learn new things and known for pitching in wherever needed
    
  • Strong work ethic
    
  • Outstanding attention to detail and a proven track record of success that others can attest to
    
    Qualifications
    
    • 
      
    • Degree in a related field such as Business, Finance, Communications, English or Engineering
      
    • 1-3 years of Salesforce ecosystem experience
      
    • Strong writing and deck-creation skills
      
    • Web-savvy with a knack for operating SaaS platform software
      
      Additional Desirable Qualities and Experience
      
      • 
        
      • Strong relationship building skills and a team player
        
      • Experience training others
        
      • Salesforce certifications such as Administrator, etc.
        
      • Familiarity with the financial, wealth management or RIA industry
        
        Compensation & Benefits
        Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
        The expected base salary for this role in San Francisco, California will range from $85,000 - $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
        Our benefits package includes:
        
        • 
          
        • Medical, dental & vision insurance - 100% of premium covered for employees
          
        • 401k participation with employer contribution
          
        • Generous paid time off
          
        • Commuter benefits program (pre-paid tax dollars towards your commute)
          
        • Fitness Reimbursement
          
        • Annual Professional Development and Mindfulness Stipend
          
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Keywords: Jordan Park Group, Brentwood , Analyst, Salesforce Business & Technical Writer - SF, Advertising , San Francisco, California