Associate - Salesforce Business Analyst & Data Quality Coordinator

Job description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Associate - Salesforce Business Analyst & Data Quality Coordinator San Francisco, California The Opportunity: Jordan Park is seeking a Salesforce Business Analyst & Data Quality Coordinator to support the continued evolution of our CRM platform, with a primary focus on improving data quality, integrity, and reporting reliability across the firm. This role sits at the intersection of business operations and technology, partnering closely with Advisory, Operations, and Investment teams to ensure Salesforce data is accurate, actionable, and trusted. Data Quality & Data Management Responsibilities - Lead ongoing data cleanup to improve reporting accuracy and usability. - Create structured templates for teams to review and e...