Lead CRM Analyst (Remote)

Sorry, this job was removed at 12:21 a.m. (CST) on Tuesday, Apr 15, 2025
Hiring Remotely in New York, NY
In-Office or Remote
120K-125K Annually
Fintech • Financial Services
The Role

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

This role’s primary responsibility is in the refinement, development, delivery, and growth of key features to support Broadridge’s use of Salesforce.com and connected applications globally.

We are seeking candidates who are motivated by creating scalable and innovative solutions, best-in-class technical design, and intuitive applications for business users. Success in this role will be based on your ability to solve complex business problems both independently and in collaboration with multi-functional teams, and to see projects through from inception to delivery, and successful adoption thereafter. This candidate should possess a combination of strong business acumen and technical skill, and have strong oral and written communication skills.

This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.  

Key Role Responsibilities

  • Solve complex business challenges through well-designed, scalable solutions that do not require high admin overhead, are not error prone
  • Demonstrate strong understanding of business needs, articulate up and downstream impacts, and proactively seek input from business partners where needed
  • Proactively bring best practices to ensure optimal platform performance and sophisticated technical architecture frameworks
  • Lead discovery and requirements gathering sessions with business partners to ensure complete and relevant coverage for requirements and user stories
  • Execute analysis of current state processes, tools, and data sets to provide key project artifacts including but not limited to, ERDs, Data Models, automation specs, impact assessments, cost-benefit analyses, project success criteria (e.g. ROI, KPIs), process optimization proposals
  • Independently author proposals and solutions for net new capabilities to serve in support for downstream development and admin activities, included but not limited to BRDs, Process Flows, Wireframes, and Proofs of Concept
  • Evaluate third party/vendor solution proposals and code quality
  • Design and implement Salesforce solutions to solve for the above mentioned business needs using declarative options, flows, Apex, and LWC's
  • Familiar with SOQL queries and Salesforce's Database Structure
  • Design and execute integrations against third party or proprietary databases with best practice for end-to-end data governance
  • Communication in service of project managements updates, business user support and training, technology partner collaboration
  • Post-implementation admin training, adoption monitoring, backlog management, prioritization and delivery of enhancements

Experience/Qualifications

  • Salesforce.com Certification, preferably Platform App Builder, Platform Developer, Sales & Service Cloud Consultant
  • Delivery of Salesforce.com automation and custom features that directly served a business need, experience leading 3+ transformative initiatives preferred
  • Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, Excel required
  • Experience in Platform Events, Sandbox Management, DevOps, Snapshots, SFDC Analytics, Marketing Cloud, JIRA, Project Management, Mobile, Eloqua, OwnBackup, Outlook Integration, Service Cloud, preferred
  • SOQL, Talend, HTML, Apex, Javascript, LX web components and exposure or experience with the latest tooling for Salesforce.com optimization all a plus
  • Experience with implementations support a SaaS/subscription business preferred

Salary range $120,000,00- $125,000.00. Bonus Eligible.  

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

#LI-CS2

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

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The Company
HQ: New Hyde Park, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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