Job Information

TIAA Senior Salesforce Business Analyst in CHICAGO, Illinois


Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.


Nuveen is looking for a Sr. Salesforce Business Analyst to join its CRM IT Team and contribute to Nuveen’s Salesforce implementation. The candidate will be responsible for working with business and IT leadership to implement complex Salesforce solutions. Candidate will be responsible for user entitlements, draft user stories / requirements, conduct application demos, provide / supplement project management role, conduct integration / user acceptance testing, and actively engage with application support. This is an excellent opportunity to grow your career!


  • Work with business partners to gather business requirements / processes

  • Work with team (business analysts, projects managers, tech / architecture leads, developers and quality assurance) to document detailed functional specifications, workflows, data dictionaries, Salesforce configuration and any other required artifacts

  • Foster collaboration and communication among team and business partners / stakeholders

  • Provide primary or supplemental project management support to the projects

  • Participate in the full software development life cycle under mostly agile/scrum methodologies as scrum master

  • Provide end-user application support

  • Create and maintain business / functional documentation

  • Daily CRM administration including user management, roles, profiles, security, customization of objects, fields, record types, and page layouts

  • Contribute to the overall configuration, design and layout of the Salesforce system architecture.

  • Create and manage complex workflow rules, data validation, and system triggers; and be able to execute declarative Salesforce application configuration

  • Perform unit and system testing of code, configuration components, and integrations


Required Skills:

  • 2 or more years of experience configuring, deploying and supporting Salesforce

  • 2 or more years of experience with Agile / Scrum methodologies

  • 2 or more years of experience in a Scrum Master role

Preferred Skills:

  • Asset management or financial services industry experience

  • 2 or more years of experience with SQL databases and writing queries

  • Self-directed with the ability to work with minimal supervision

  • Understanding of Sales, Marketing and Service business processes

  • Bachelor’s Degree

  • Demonstrated expertise and working experience in a project management role

  • Excellent analytical, troubleshooting, and conceptual skills

  • Strong communication and interpersonal skills

  • Proficient with Salesforce Mobile / Salesforce 1

  • Knowledge of supporting functionality built with Salesforce proprietary technologies: VisualForce and Apex code

  • Experience integrating Salesforce with enterprise-level applications

  • Experience with data mapping work

  • Salesforce Certifications

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1719664

Field: Technology

Company: Nuveen

Post Date: Jun 03, 2019