Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

Analyst, Salesforce Business & Technical Writer
San Francisco, California

We are looking for an exceptional Analyst, Salesforce Business & Technical Writer in our San Francisco office to support the growth of our firm and play a crucial role in optimizing and evangelizing our Salesforce ecosystem. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.

Your Role

You will participate in a very broad set of responsibilities, including but not limited to:

Building expertise in our Salesforce system and how it serves the needs of our client advisors and business operations
Writing and producing communication documents
Writing usage guides, workflow documentation, user stories and more
Testing features and releases with the development team
Developing and delivering training materials and education sessions
Collaborating with our stakeholders to provide insight and gather feedback
Identifying opportunities for process improvement
Providing user support, troubleshooting issues and assisting as needed

About You

Some exposure to working with a CRM; extensive Salesforce CRM deployment is a core part of our platform
Optimistic, energetic and a good communicator
Quick to learn new things and known for pitching in wherever needed
Strong work ethic
Outstanding attention to detail and a proven track record of success that others can attest to

Qualifications

Degree in a related field such as Business, Finance, Communications, English or Engineering
1-3 years of Salesforce ecosystem experience
Strong writing and deck-creation skills
Web-savvy with a knack for operating SaaS platform software

Additional Desirable Qualities and Experience

Strong relationship building skills and a team player
Experience training others
Salesforce certifications such as Administrator, etc.
Familiarity with the financial, wealth management or RIA industry

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $85,000 - $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).

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Analyst, Salesforce Business & Technical Writer - SF

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