Salesforce Business Analyst

Job description

Description Lido Advisors is a nationally recognized wealth advisory firm focused on delivering comprehensive, client-centered financial advice to high-net-worth and ultra-high-net-worth individuals, families, business owners, and institutions. About the Role: Lido Advisors is seeking a Salesforce BA to help with driving requirements, solution design, and delivery execution across our Salesforce CRM platform. This role partners closely with business stakeholders and technical teams to translate business needs into clear user stories, manage the enhancement pipeline, coordinate delivery, and ensure high-quality releases that improve user experience and business outcomes. You will collaborate with business stakeholders, internal technology teams, and offshore development resources to help translate business needs into reliable, scalable Salesforce solutions. We are looking for someone who is technically capable, communicative, curious, and comfortable working in a lean team where priorities can shift. You do not need to have independently owned architecture, release processes, or enterprise data systems, but you should be eager to learn, comfortable taking responsibility for assigned...