Salesforce Business Analyst

at Lucas Group
Published January 31, 2022
Location Cincinnati, OH
Category Default  
Job Type Full-time  


Lucas Group has partnered with a leading financial planning and investment management firm in their search for a Business Applications Analyst. This on-site position includes a wonderful team and was named a finalist as one of the best places to work! The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional service! This role will have a large focus on Salesforce.

What You Will Do:

  • Work directly with financial advisors to learn and understand business operations and processes and be able to document process flows, identify needs and coordinate with technical teams for implementation.
  • Provide guidance on the selection of new software and act as liaison between advisors, development consultants and IT Director.
  • Manage user management permissions, licensing roles, security, MFA within Salesforce

Skills Needed:

  • One year of Salesforce Administration or two years as Salesforce Superuser
  • Strong data analysis skills
  • Experience in financial industry is a plus

Educational & Work Requirements:

  • Bachelor’s degree
  • 3 years in business analysis with 1 year in Salesforce

About Lucas Group

Lucas Group is North America’s premier executive recruiting solutions firm. Since 1970, our culture and methodologies have driven superior results. We assist clients ranging in size from small to medium-sized businesses to Fortune 500 companies by providing staffing solutions on a contract, contract-to-hire, and direct-hire basis. To learn more, please visit Lucas Group at and connect with us on LinkedIn, Facebook, and Twitter.

Title: Salesforce Business Analyst

Location: Cincinnati, OH

Client Industry: Financial planning

Client Job ID: 1591638