PGIM Fixed Income - CRM, Business Systems Analyst (Salesforce)

Job Classification:

Technology - Agile, Delivery, & Product

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE 

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. 

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!   

 

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.  

 

At PGIM, You Can!  

 

What you will do 

In PGIM Fixed Income, our technology group is a dynamic, fast-paced environment, with exciting changes on the horizon under new senior leadership. We are looking for a motivated, detail oriented, self-starter to work with our business and agile development teams to execute key deliverables and drive changes within the organization. Our ideal candidate will have proven, in-depth experience, with the Salesforce platform designing solutions for Sales and Marketing teams.  You will identify this challenge as a unique and valuable opportunity to take part in our global technical transformation, so if this sounds interesting, then PGIM could be the place for you.

 

What you can expect 

• Will act as subject matter expert in CRM, BI Reporting and other Sales & Marketing tools and business process; providing support and guidance to users in the business
• Leads user acceptance testing, develop test scripts and conduct test execution. Document and execute test plan and scripts efficiently and effectively.
• Participate with internal business areas to solicit end user requirements, gain understanding of the purposes or goals of various processes, offerings, or practices. Ensure full understanding of impact to existing Salesforce platform.
• Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.
• Supporting production issues, managing vendor/system releases, and actively managing user priorities.
• Conduct appropriate analysis of existing data to help identify patterns, aid in data quality and support business cases.
• Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiency. 

 

What you will bring 

• Experience supporting Sales Distribution, Client Service, Marketing and Product Development organizations.
• Minimum of 2+ years CRM platform experience, Salesforce hands-on experience a plus.
• Solid understanding of the business processes and workflows within Sales and Marketing
• 8+ years of Business Analysis experience
• Ability to lead projects; refines user stories, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.
• Knowledge of Financial Services/Asset Management Industry.
• Proven ability to structure SQL queries, understand stored procedures, experience with Business Intelligence Reporting tools and understanding of relational database models. MS SQL Server, Power BI.
• Strong analytical skills and ability to make independent decisions and develop creative solutions to support business strategies.
• Proven ability to prioritize and manage work effectively.
• Strong written and oral communication skills with a diverse group of associates and senior business leaders.
• Advanced skills with Microsoft Office tools (Word, Excel, Visio, and PowerPoint).  Power Platform, a plus.

 

What will set you apart? 

• Sales & Marketing experience, Asset Management a plus
• Data Science/Data Analytics background
• Python, a plus.
• BS / MS in Business Administ