Wolfe Research - New York, NY

posted 2 months ago

Full-time - Entry Level
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Wolfe Research is seeking an Associate to work alongside the Operations and IT teams to migrate and support internal SaaS systems. For the first year, this role will primarily focus on the build and implementation of a new Salesforce-based system. The role will then transition to a hybrid of new projects and existing system product management. This person will be responsible for working with cross-functional back-office teams as well as business end users to define requirements, design, implement, test, deploy, and manage in-house and SaaS applications that support every area of Wolfe Research's business. This role requires Salesforce implementation and automation experience, exceptional interpersonal skills, a strong business analysis and/or testing background, as well as a desire for continuous improvement and learning. The Associate will work with business end users to gather and document requirements for new systems and/or system updates. They will collaborate with the Development, IT, and Product Management teams to design, implement, test, and roll out applications. The role includes managing deliverables and timelines for relevant projects, overseeing the testing process for systems throughout the continuous upgrade lifecycle, and assisting in the creation and management of system-related documentation. Additionally, the Associate will design and maintain application training plans for business end users, monitor system performance, identify issues, and implement solutions to improve reliability and performance. Ensuring security best practices are implemented and maintained across relevant systems is also a critical aspect of this position. Staying current with industry trends and best practices and incorporating them into the work will be essential for success in this role.

Responsibilities

  • Work with business end users to gather and document requirements for new systems and/or system updates.
  • Collaborate with the Development, IT & Product Management teams to design, implement, test & roll out applications.
  • Manage deliverables and timelines for relevant projects.
  • Oversee the testing process for relevant systems throughout the continuous upgrade lifecycle.
  • Assist in the creation and management of system-related documentation.
  • Design and maintain application training plans for business end users.
  • Monitor system performance, identify issues, and implement solutions to improve reliability and performance.
  • Ensure security best practices are implemented and maintained across relevant systems.
  • Stay current with industry trends and best practices and incorporate them.

Requirements

  • 3-5 years of experience in software system implementation & management
  • Experience building and managing Salesforce systems (Data model creation & management, administration, flows)
  • Experience with system integration design and implementation
  • Experience with API design and management
  • Data cleaning, translation and management experience
  • Advanced proficiency in Excel
  • Experience with end user requirement gathering and training
  • Excellent problem-solving skills and the ability to troubleshoot complex issues
  • Strong communication skills, with the ability to effectively convey technical concepts to both technical and non-technical stakeholders
  • Background in Financial Services
  • Salesforce Certified Administrator or Salesforce Business Analyst / other consultant certification

Nice-to-haves

  • Knowledge of database management systems, including SQL and NoSQL databases
  • CRM Experience
  • Experience working on a hybrid team

Benefits

  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid holidays
  • Paid parental leave
  • Paid time off
  • Parental leave
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