Salesforce Operations Analyst

  • Date Posted Apr 25, 2022
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 14408

Are you collaborative, innovative, and enjoy visionary thinking? Are you a self-motivated individual who is hardworking with proven work history? Are you a forward-thinking, creative individual who willingly takes ownership of complex and challenging initiatives? Then, Apply Now!

Working with one of the top financial clients this role calls for a Salesforce Operations Analyst who will be responsible for providing operational support through the customization and configuration of the Salesforce platform. The position will manage the day-to-day user support and will also participate in the strategic enhancements to the platform. Additionally, this role is also responsible for managing the end-to-end employee onboarding requests and coordination with the provisioning teams.


  • The role has accountabilities for documenting support processes and procedures, systems administration, coordination of change intake, critical incident escalations, testing and release management.

Business Operation

  • Salesforce Administration
  • Manage Salesforce security including roles, profiles, sharing rules, workflows and groups.
  • Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues.
  • Develop training modules and provide user training
  • Maintain database for integrity and accuracy including cleansing and duplicate record management.
  • Evaluate new releases of Salesforce to determine functional requirements and provide detailed information on how changes will apply to all affected departments/users.

Change Execution

  • Plan and execute small-medium sized enhancements and campaigns to the platform including management of priority, scope, time, cost and quality
  • Participate and consult on changes, projects and initiatives (new products, system implementations, etc.),
  • Support system upgrades, test case creation and testing (UAT).
  • Co-ordinate the intake process with the operations and technology teams including vendors to ensure the change requests are tracked and implemented on time, on budget and on quality.
  • Monitoring of QA and execution of UAT activities
  • Align release schedule as per business priority
  • Ensure business readiness before change implementation
  • Manage communication with stakeholders
  • Continuously recommend and deliver improvements and solutions.

Process Improvement

  • Identify and implement improvements to functions, processes and practices in the platform
  • Identify inefficient and redundant tasks for automation and elimination respectively
  • Develop operations processes/activities for the platform are developed and maintained

Desired Skill Set:

  • A keen eye for detail and analytical skills.
  • Minimum 3 years of experience providing business support for client-facing applications
  • Excellent verbal and written communication skills.
  • Organizational and time management skills.
  • Ability to prioritize, and coordinate multiple projects and compete for work demands. Ability to see the “big picture” while managing several small projects.
  • Ability to work independently
  • Positive interpersonal skills, including the ability to establish and maintain collaborative, courteous working relationships with others.
  • User Acceptance testing experience
  • Strong experience in troubleshooting and problem resolution
  • University degree or college diploma
  • Advanced skills in Microsoft Excel or Access

Nice to have:

  • Formal Project Management or Software development experience or certification
  • Strong knowledge of discretionary, full service investing, financial services industry and fintech
  • Change Management experience
  • Salesforce certification

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