Salesforce Technical Analyst

Posted 4 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
105K-150K Annually
Mid level
Fintech
The Role
The Salesforce Technical Analyst gathers and analyzes requirements, designs and implements scalable Salesforce solutions, manages data integrity, develops workflows and automation, and supports testing and deployment. The role creates user stories, acceptance criteria, and test plans; collaborates with architects, developers, and stakeholders; provides end-user training and support; and recommends process improvements. Responsibilities require knowledge of Salesforce architecture, data and security models, Apex, Visualforce, Aura, Lightning Web Components, SOQL, version control, and CI/CD.
Summary Generated by Built In
Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.


Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Salesforce Technical Analyst will bridge the gap between business needs and technical solutions within the Salesforce platform. They will collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable and efficient Salesforce solutions.

What We're Looking For
  • Collaborate with Business and Architects to elicit, document, and analyze functional and technical requirements.
  • Develop clear and concise user stories and acceptance criteria to guide development and testing efforts.
  • Design and develop technical solutions, including custom objects, fields, workflows, validation rules, Flows to meet business requirements.
  • Manage Salesforce data, including data imports, exports, cleansing, and deduplication, to ensure data integrity and accuracy.
  • Ability to clearly articulate the Salesforce Data model and objects/data security.
  • Develop and execute test plans, including unit, integration, and system testing, to ensure the quality and reliability of Salesforce solutions.
  • Work closely with TA and Developers to support the implementation.
  • Provide end-user training and support on Salesforce functionality and processes.
  • Identify opportunities for process improvement and automation within Salesforce, and recommend and implement enhancements.
  • Continue to stay on top of the latest technologies and see how they can be applied to Stifel's needs throughout the organization.
  • Uses negotiation skills and techniques to obtain agreement between different interests, challenges management constructively, bringing different views into the open.
What You'll Bring
  • Strong problem-solving and analytical skills, excellent communication and collaboration abilities, and the ability to work independently and as part of a team.
  • Deep understanding of Salesforce platform architecture, data model, security model, and development best practices. Familiarity with Apex, Visualforce, Lightning Web Components, and SOQL.
  • Proven ability to communicate information and ideas in spoken or written form so that others will understand.
  • Ability to deal with ambiguity and rapid change.
  • Highly self-motivated and delivery focused.
  • Displays awareness of the impact of actions on the business and demonstrates understanding of the context of the company and acts in line with it.
Education & Experience
  • Minimum Required: Bachelor's degree in computer science, information technology, or a related field or equivalent work experience.
  • Minimum Required: 3+ years of experience in Salesforce development or administration, with a strong focus on technical analysis and solution design.
Licenses & Credentials
  • Minimum Required: Salesforce Certified Advanced Administrator and Salesforce Certified Sales Cloud Consultant
  • Preferred: Salesforce Certified Platform Developer I
Systems & Technology
  • Good knowledge to understand Apex, Aura, Visualforce, and LWC
  • High-level proficiency with SOQL and Salesforce Data Load
  • Previous experience with Git (or other version control systems) and CI/CD
  • Experience implementing testing platforms and unit tests

#LI-LL1

Compensation RangeSalary: USD $104,900.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.


While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.


At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.


Stifel is an Equal Opportunity Employer.

Skills Required

  • Bachelor's degree in computer science, information technology, or a related field, or equivalent work experience
  • 3+ years of experience in Salesforce development or administration, with a strong focus on technical analysis and solution design
  • Salesforce Certified Advanced Administrator certification
  • Salesforce Certified Sales Cloud Consultant certification
  • Salesforce Certified Platform Developer I certification
  • Strong understanding of Salesforce platform architecture, data model, security model, and development best practices
  • Knowledge of Apex, Aura, Visualforce, and Lightning Web Components
  • High-level proficiency with SOQL and Salesforce Data Load
  • Experience with Git or other version control systems and CI/CD
  • Experience implementing testing platforms and unit tests
  • Strong problem-solving, analytical, communication, and collaboration skills

Stifel Financial Corp. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..

  • Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
  • Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
  • Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.

Stifel Financial Corp. Insights

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The Company
HQ: Saint Louis, MO
7,052 Employees
Year Founded: 1890

What We Do

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

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