Job Information

Nuveen Investments Salesforce Business Analyst in New York, New York

Sr. Salesforce Admin

This position supports the organization's global instance. This job is responsible for supporting the organization's global distribution teams by managing user requests, enhancing user experience, providing user training, and managing data integrity of the platform. This job assists in the implementation of business processes and improvements that drive customer satisfaction and reduce risk. This job also is responsible for activities associated with ongoing enhancements and integrations, including business requirements, documentation, testing, and training.

Key Responsibilities and Duties

  • Performs application configuration and customization (managing pick lists, developing workflows, etc.), including testing and evaluation, to ensure quality and consistency.

  • Performs user support to analyze and resolve simple to complex application issues.

  • Drives user adoption of Salesforce and ensures that users are able to navigate the application.

  • Manages and maintains data within Salesforce to ensure data adheres to data standards.

  • Recommends and implements data quality processes and provides sign off on data-related changes.

  • Identifies gaps between business needs and standard CRM application functionality.

  • Partners with IT to design and document solutions to bridge the gaps, and provides detailed business requirements for Sales developers.

  • Develops, documents, and executes test plans to assess business processes.

  • Assists and advises Technical Architects on design decisions, both within itself and other connected applications.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3 Years Required; 5 Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Additional Responsibilities: Â

  • Be a key member of the global agile Salesforce product team

  • Reporting to the Global Salesforce Product Owner

  • Work directly with frontline business users (our customers) as well as other stakeholders and integration partners to identify needs/requirements/enhancements based on day to day sales enablement activities, current pain points and supported business processesÂ

  • Working within an agile setting as well as possess related skills such as story writing, research and backlog maintenance

  • Meeting individually with users as well as presenting to groups and leadership stakeholders, identifying day to day needs and translating them into user stories for future development consideration

  • Deep Salesforce knowledge to enable proactive identification of how best to leverage technology to solve business issues

  • Partner with product owners, business and IT teams to develop business requirements into user stories to be prioritized for Salesforce development and implementation

  • Continuously engage with the business, technology, and other key stakeholders to stay informed, nurturing strong and trusting relationships

  • Perform Salesforce administration activities including but not limited to application configuration, reports & dashboards and providing end user support as necessary.Â

  • Contribute to ongoing refinement of the team backlog, constantly collaborating with customers and the team to ensure customer needs are represented as complete user stories

  • Help identify organizational impediments and work with the leadership team to create effective strategies to overcome them

  • Requirement gatherings

  • Create, refine, and test user stories

  • Work closely with Salesforce end users

  • Manage day to day support requests from end users

  • Develop training materials and lead training

  • Demo new features

  • Propose system improvements, stay current with Salesforce release notes

Required Qualifications:

  • Three plus years of experience as a Salesforce administrator, business analyst, or in a related field

  • Three plus years of experience in SAFe Agile delivery methodology and design thinking. SAFe PO/PM certification is a plus

  • Three plus years of experience in a sales environment with thorough knowledge of sales processes and applications

Preferred Qualifications:

  • Experience in Finance/Asset Management setting is a plus

  • Salesforce Administration, Salesforce Advanced Administration or Salesforce Sales Consultant certifications are a plus

  • Excellent technical abilities, effective analytical abilities, verbal and written communication skills

  • Strong working knowledge and experience (or a keen interest) in CRM and sales enablement tools.

  • Experience discerning business requirements and mapping them to both business processes and tool

  • Experience working in technology or in close engagement with technology

  • Accurate and precise attention to detail

  • Able to build strong interpersonal relationships with team members, technology partners, leadership, and other stakeholders

  • Proficient computer skills, including experience with Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel); working knowledge of software development

  • High degree of comfort working in a fast past environment

  • Strong project management skill and experience

  • strong communication skills

Potential Salary: $105,000.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).Â

Company Overview

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. For more information about the firm please visit our website at

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.

Read more about the Equal Opportunity Law here ( .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.Â

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Â

Phone: (800) 842-2755


Privacy Notices

For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( to access the Applicant Privacy Notice.