Sr. Salesforce QA Analyst

Sr. Salesforce QA Analyst (Sales Cloud)

NYC (Hybrid) or Canada Remote (Will prefer someone who can go to NYC office)

In this role, you will take ownership of Salesforce operational support, lead data governance activities, build complex reports and dashboards, and ensure the quality of platform enhancements through rigorous testing.

This role is ideal for a seasoned Salesforce professional with strong support, reporting, and QA expertise who is looking to grow into senior administration, solution design, or team leadership within client's Salesforce Center of Excellence.

THE JOB RESPONSIBILITIES

User Support & Operations

• Act as the primary escalation point for Salesforce user support across regions.

• Troubleshoot and resolve complex issues involving user access, data visibility, workflows, and automation.

• Manage account, opportunity, and task reassignment processes with precision.

• Partner with business leads to continuously improve user adoption and efficiency.

Data Management & Governance

• Lead weekly and monthly data governance reviews across Accounts, Contacts, and Opportunities.

• Execute large-scale data loads and cleansing activities using Data Loader and advanced Excel/ETL tools.

• Establish data quality metrics and remediation plans in collaboration with business stakeholders.

• Ensure compliance with Citco's data governance and regulatory standards.

Reporting & Dashboards

• Design, build, and maintain advanced Salesforce reports and dashboards for senior management and business units.

• Translate business needs into actionable data insights to support decision-making.

• Standardize reporting frameworks across sales, client services, and marketing functions.

Quality Assurance (QA)

• Own and execute QA test plans for Salesforce enhancements and integrations.

• Partner with developers and architects to identify, log, and resolve defects.

• Drive UAT (User Acceptance Testing) cycles, coordinating with business users and ensuring successful sign-off.

• Document QA processes and continuously improve testing practices.

Training & Documentation

• Develop training materials, onboarding guides, and user documentation.

• Conduct knowledge-sharing sessions, office hours, and refresher training to support adoption.

• Act as a Salesforce "power user" and mentor for junior team members.

WHAT WE ARE LOOKING FOR

Education

• Bachelor's degree in Information Systems, Computer Science, Business, or a related field.

Experience

• 5–7 years of experience in Salesforce support, QA, or operations roles.

• Strong hands-on expertise in Sales Cloud; exposure to Marketing Cloud or Service Cloud is an advantage.

• Proven track record of managing data loads, governance, and reporting at scale.

• Demonstrated experience in QA testing for Salesforce releases and integrations.

• Financial services or enterprise-scale Salesforce experience preferred.

Skills

• Strong knowledge of Salesforce configuration, security, data models, and reporting.

• Proficiency with Data Loader, Excel, and QA/testing tools.

• Ability to create complex reports and dashboards aligned to business KPIs.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication skills, with the ability to work with technical teams and business users.

• Self-starter with strong organizational skills and ability to manage multiple priorities.

Certifications

• Salesforce Certified Administrator required (Advanced Admin or other Salesforce certifications a plus).