Job Description

Description

Lido Advisors is a nationally recognized wealth advisory firm focused on delivering comprehensive, client-centered financial advice to high-net-worth and ultra-high-net-worth individuals, families, business owners, and institutions.

About the Role

Lido Advisors is seeking a Salesforce BA to help with driving requirements, solution design, and delivery execution across our Salesforce CRM platform. This role partners closely with business stakeholders and technical teams to translate business needs into clear user stories, manage the enhancement pipeline, coordinate delivery, and ensure high-quality releases that improve user experience and business outcomes. You will collaborate with business stakeholders, internal technology teams, and offshore development resources to help translate business needs into reliable, scalable Salesforce solutions.

We are looking for someone who is technically capable, communicative, curious, and comfortable working in a lean team where priorities can shift. You do not need to have independently owned architecture, release processes, or enterprise data systems, but you should be eager to learn, comfortable taking responsibility for assigned work, and interested in growing into broader solution ownership over time.

Responsibilities

• Lead discovery sessions with business users to understand current processes, pain points, and desired future state.
• Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications.
• Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations.
• Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog.
• Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards).
• Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed.
• Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption.
• Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication.
• Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs.
• Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release.
• Support release management activities (change documentation, release notes, enablement communications).
• Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support.
• Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations).
• Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting).
• Create and maintain end-user documentation, SOPs, and job aids.
• Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency.
• Track adoption feedback and propose improvements for usability, efficiency, and standardization.
• Maintain configuration and technical documentation in the team's knowledge base.
• Provide Level 3 support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams.
• Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools.

Requirements

• Bachelor's degree in a related field, or equivalent professional experience.
• 3–4+ years’ experience as a Salesforce Business Analyst, or a BA/Admin hybrid supporting Salesforce implementations and enhancements.
• Strong experience writing user stories, acceptance criteria, and translating business needs into clear functional requirements.
• Hands-on understanding of Salesforce capabilities including:
• Standard/custom objects, fields, record types, page layouts
• Flow, validation rules, approval processes, permissions/sharing concepts
• Reports & dashboards
• Experience working in Agile/Scrum delivery models, Confluence/JIRA; comfortable with backlog grooming and sprint support.
• Exceptional communication skills—able to collaborate with both technical and non-technical stakeholders.
• Strong analytical/problem-solving ability with attention to detail and a bias for action.
• Experience with source control and release management tools such as Git, Bitbucket/GitHub, Salesforce CLI, Salesforce Change Sets, or similar deployment technologies.
• Ability to communicate clearly with technical and non-technical stakeholders.
• Strong problem-solving skills, attention to detail, and willingness to ask questions, learn the business, and grow into broader solution ownership.

Preferred Qualifications

• Experience in RIA / wealth management / financial services (custodian, advisory operations, client onboarding/service, compliance workflows).
• Exposure to Salesforce Financial Services Cloud and/or related CRM models.
• Familiarity with integrations and data flows (REST/API concepts, middleware patterns, error triage).
• Working knowledge of basic Salesforce data tools (Data Loader concepts, CSV hygiene, field mapping).
• Salesforce certifications: Salesforce Administrator, Business Analyst, or Platform App Builder.
• Experience supporting reporting/analytics use cases (CRM Analytics/Tableau CRM exposure is a plus)

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

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