Salesforce Business/Project Analyst

The Capital Group Companies Inc Irvine, CA
Req ID: 21924

Experience Level: Professional

Other Location(s): N/A

Relocation offered: Yes

Travel required: a. Up to 25%

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

Capital Group's North America Distribution Customer Relationship Management team partners with key business leaders in Sales and Marketing on large to medium size project initiatives. The team is responsible to conduct in-depth analysis of current and proposed business operations to deliver process or technology solutions.

The Salesforce Business/Project Analyst will demonstrate an intermediate technical knowledge with basic to intermediate business knowledge and works under the direction of more senior staff on complex projects, analyses and tasks. In addition, you are responsible for eliciting and documenting business requirements from the business units, managing/identifying/evaluating business project risks and potential impediments.


* Conduct research and analysis (e.g., gap analysis, impact analysis, cost benefit analysis, financial analysis, statistical analysis, data analysis, risk and return analysis, root cause analysis, problems analysis, system and process mapping) concerning business processes, products, procedures, and goals.

* Provide information, solutions, and options to stated problems to management to help make informed decisions and formulate strategy, considering technical and business process impacts.

* Participate with internal development team to solicit end user requirements, gains understanding of the purposes or goals of various processes, offerings or practices. Ensures full understanding of issues and enhancements that need to be addressed.

* Analyze, elicit and document business needs and requirements.

* Analyze the value of an idea, concept, request or potential project including, defining the scope, objective, and baseline requirements. Communicates and describes findings in business terms to ensure effective understanding and decision making to aid in the proposal process.

* Assist senior management in making informed decisions on business strategy, gaps or improvement opportunities.

* Coordinate user acceptance testing, which may include identifying testers, developing test scripts, and conducting test execution. Must effectively document test issues.

* Ensure solutions accurately deliver the documented business requirements prior to implementation.

* Identify, document and manage project task responsibilities. Includes identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.

* Provide information on business processes and system functionality. Serves as a knowledge resource to the business and technology areas.


* Bachelor's degree in Business Administration or similar discipline.

* 3+ years managing projects within the team.

* 2+ years of analyst/ admin experience required. Certification is desirable

* Proficiency with Microsoft Office tools (Word, Excel, Visio, and PowerPoint).

* Demonstrate intellectual curiosity and analytical skills in areas of moderate complexity.

* Demonstrate effective written and oral communication skills with a diverse group of associates and senior business leaders.

Company Overview:

Founded in 1931, Capital Group is one of the world's largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Nearest Major Market: Irvine California

Nearest Secondary Market: Los Angeles

Job Segment: Statistics, CRM, Data Analyst, Data, Technology, Research