J

Analyst, Salesforce Business & Technical Writer - SF

Jordan Park Group
Full-time
On-site
San Francisco, California, United States
$85,000 - $100,000 USD yearly

Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.



 


Analyst, Salesforce Business & Technical Writer
San Francisco, California


We are looking for an exceptional Analyst, Salesforce Business & Technical Writer in our San Francisco office to support the growth of our firm and play a crucial role in optimizing and evangelizing our Salesforce ecosystem. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. 



Your Role


You will participate in a very broad set of responsibilities, including but not limited to:



  • Building expertise in our Salesforce system and how it serves the needs of our client advisors and business operations

  • Writing and producing communication documents 

  • Writing usage guides, workflow documentation, user stories and more

  • Testing features and releases with the development team

  • Developing and delivering training materials and education sessions

  • Collaborating with our stakeholders to provide insight and gather feedback

  • Identifying opportunities for process improvement

  • Providing user support, troubleshooting issues and assisting as needed


About You



  • Some exposure to working with a CRM; extensive Salesforce CRM deployment is a core part of our platform

  • Optimistic, energetic and a good communicator

  • Quick to learn new things and known for pitching in wherever needed

  • Strong work ethic

  • Outstanding attention to detail and a proven track record of success that others can attest to


Qualifications



  • Degree in a related field such as Business, Finance, Communications, English or Engineering

  • 1-3 years of Salesforce ecosystem experience

  • Strong writing and deck-creation skills

  • Web-savvy with a knack for operating SaaS platform software


Additional Desirable Qualities and Experience



  • Strong relationship building skills and a team player

  • Experience training others

  • Salesforce certifications such as Administrator, etc.

  • Familiarity with the financial, wealth management or RIA industry


Compensation & Benefits


Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.


The expected base salary for this role in San Francisco, California will range from $85,000 - $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.


Our benefits package includes: 



  • Medical, dental & vision insurance – 100% of premium covered for employees

  • 401k participation with employer contribution

  • Generous paid time off 

  • Commuter benefits program (pre-paid tax dollars towards your commute)

  • Fitness Reimbursement

  • Annual Professional Development and Mindfulness Stipend



We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.


Jordan Park is always seeking great talent.  We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.  We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.


For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice


Jordan Park is an SEC-registered investment adviser (RIA). 


Apply now
Share this job
Twitter Facebook Linkedin Email