Marlabs LLC · 11 hours ago
Salesforce Business Analyst
NYC Metro Area
Contract
Onsite
Mid LevelMarlabs is seeking a Salesforce Business Analyst to join their Deal Pipeline team, which manages the technology platform for deal origination and pipeline management. The role involves gathering requirements, building reports, troubleshooting issues, and ensuring data integrity within sales and investor relations functions.
Responsibilities
Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and investor relations business functions and translate into clear process documents and visuals
Become an expert on the data and how it is all interconnected, be able to easily tell whether a report looks correct, be able to help developers connect data with joins to obtain the correct results
Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting
Interpret user requests in layman’s terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc
Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality
Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc
Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why)
Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables
Research and test new potential applications for the team
Qualification
Required
Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and investor relations business functions and translate into clear process documents and visuals
Become an expert on the data and how it is all interconnected, be able to easily tell whether a report looks correct, be able to help developers connect data with joins to obtain the correct results
Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting
Interpret user requests in layman's terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc
Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality
Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc
Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why)
Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables
Research and test new potential applications for the team
Preferred
Strong experience with Deal pipeline systems (i.e., Salesforce, Deal Cloud), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting
Experience in deal origination, prospects outreach, and pipeline management in the finance industry, including PE and open-ended funds
Visio – taking descriptions of processes and converting into a meaningful Visio diagram with swim lanes
Excel – Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users
Power BI – build reports from preset views or custom SQL queries, joining multiple data sources, adding Calculated Fields and Parameters to create a visual, interactive experience for business users
SQL – Writing and editing basic queries based on preset views, ability to look at a query to help troubleshoot
Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL
Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team
Collaborate with power users and partner with other team members to arrive at the best possible solutions to problems presented by the business
Meticulous attention to detail, ability to compare different datasets, determine how they differ and troubleshoot differences with QA team
Commitment to data quality and completeness and is willing to perform some various tasks to ensure data accuracy
Company
Marlabs LLC
Marlabs designs and develops digital solutions with data at the center.
Founded in 1996
1001-5000 employees
H1B Sponsorship
Marlabs LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (113)
2024 (176)
2023 (148)
2022 (309)
2021 (334)
2020 (253)
Funding
Current Stage
Late StageLeadership Team
Todd Keller
Chief Operating Officer
Gaurav Gupta
Head- Channels & Strategic Partnerships
Recent News
intellinews.com
2025-08-25
CEE Legal Matters
2025-08-13
Company data provided by crunchbase